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MICHAEL E ORZO M.D., INC 401K PLAN 401k Plan overview

Plan NameMICHAEL E ORZO M.D., INC 401K PLAN
Plan identification number 001

MICHAEL E ORZO M.D., INC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MICHAEL E ORZO M.D., INC has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL E ORZO M.D., INC
Employer identification number (EIN):202208497
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL E ORZO M.D., INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL E. ORZO MD
0012016-01-01MICHAEL E. ORZO MD
0012015-01-01MICHAEL E. ORZO MD
0012014-01-01MICHAEL E. ORZO MD
0012013-01-01MICHAEL E. ORZO MD
0012012-01-01MICHAEL E. ORZO MD
0012011-01-01MICHAEL E. ORZO MD
0012010-01-01MICHAEL E. ORZO MD
0012009-01-01MICHAEL E. ORZO MD

Plan Statistics for MICHAEL E ORZO M.D., INC 401K PLAN

401k plan membership statisitcs for MICHAEL E ORZO M.D., INC 401K PLAN

Measure Date Value
2021: MICHAEL E ORZO M.D., INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MICHAEL E ORZO M.D., INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MICHAEL E ORZO M.D., INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MICHAEL E ORZO M.D., INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MICHAEL E ORZO M.D., INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MICHAEL E ORZO M.D., INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MICHAEL E ORZO M.D., INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MICHAEL E ORZO M.D., INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MICHAEL E ORZO M.D., INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MICHAEL E ORZO M.D., INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MICHAEL E ORZO M.D., INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MICHAEL E ORZO M.D., INC 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: MICHAEL E ORZO M.D., INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on MICHAEL E ORZO M.D., INC 401K PLAN

Measure Date Value
2021 : MICHAEL E ORZO M.D., INC 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$443,919
Total plan assets at end of year2021-12-31$2,154,800
Total plan assets at beginning of year2021-12-31$1,710,881
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$443,919
Net income (gross income less expenses)2021-12-31$443,919
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,154,800
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,710,881
2020 : MICHAEL E ORZO M.D., INC 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$150,494
Total plan assets at end of year2020-12-31$1,710,881
Total plan assets at beginning of year2020-12-31$1,560,387
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$150,494
Net income (gross income less expenses)2020-12-31$150,494
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,710,881
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,560,387
2019 : MICHAEL E ORZO M.D., INC 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$315,441
Total plan assets at end of year2019-12-31$1,560,387
Total plan assets at beginning of year2019-12-31$1,244,946
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$315,441
Net income (gross income less expenses)2019-12-31$315,441
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,560,387
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,244,946
2018 : MICHAEL E ORZO M.D., INC 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$-36,604
Total plan assets at end of year2018-12-31$1,244,946
Total plan assets at beginning of year2018-12-31$1,281,550
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$18,500
Other income received2018-12-31$-55,104
Net income (gross income less expenses)2018-12-31$-36,604
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,244,946
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,281,550
2017 : MICHAEL E ORZO M.D., INC 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$213,585
Total plan assets at end of year2017-12-31$1,281,550
Total plan assets at beginning of year2017-12-31$1,067,965
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$48,000
Other income received2017-12-31$165,585
Net income (gross income less expenses)2017-12-31$213,585
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,281,550
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,067,965
2016 : MICHAEL E ORZO M.D., INC 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$152,785
Total plan assets at end of year2016-12-31$1,067,965
Total plan assets at beginning of year2016-12-31$915,180
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$48,000
Other income received2016-12-31$104,785
Net income (gross income less expenses)2016-12-31$152,785
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,067,965
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$915,180
2015 : MICHAEL E ORZO M.D., INC 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$44,913
Total plan assets at end of year2015-12-31$915,180
Total plan assets at beginning of year2015-12-31$870,267
Value of fidelity bond covering the plan2015-12-31$70,000
Total contributions received or receivable from participants2015-12-31$48,000
Other income received2015-12-31$-3,087
Net income (gross income less expenses)2015-12-31$44,913
Net plan assets at end of year (total assets less liabilities)2015-12-31$915,180
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$870,267
2014 : MICHAEL E ORZO M.D., INC 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$78,183
Total plan assets at end of year2014-12-31$870,267
Total plan assets at beginning of year2014-12-31$792,084
Value of fidelity bond covering the plan2014-12-31$70,000
Total contributions received or receivable from participants2014-12-31$40,500
Other income received2014-12-31$37,683
Net income (gross income less expenses)2014-12-31$78,183
Net plan assets at end of year (total assets less liabilities)2014-12-31$870,267
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$792,084
2013 : MICHAEL E ORZO M.D., INC 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$49,472
Expenses. Total of all expenses incurred2013-12-31$20
Total plan assets at end of year2013-12-31$792,084
Total plan assets at beginning of year2013-12-31$742,632
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$35,000
Other income received2013-12-31$14,472
Net income (gross income less expenses)2013-12-31$49,452
Net plan assets at end of year (total assets less liabilities)2013-12-31$792,084
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$742,632
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$20
2012 : MICHAEL E ORZO M.D., INC 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$74,353
Expenses. Total of all expenses incurred2012-12-31$20
Total plan assets at end of year2012-12-31$742,632
Total plan assets at beginning of year2012-12-31$668,299
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$34,000
Other income received2012-12-31$78
Net income (gross income less expenses)2012-12-31$74,333
Net plan assets at end of year (total assets less liabilities)2012-12-31$742,632
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$668,299
Total contributions received or receivable from employer(s)2012-12-31$40,275
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$20
2011 : MICHAEL E ORZO M.D., INC 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$70,183
Expenses. Total of all expenses incurred2011-12-31$20
Total plan assets at end of year2011-12-31$668,299
Total plan assets at beginning of year2011-12-31$598,136
Value of fidelity bond covering the plan2011-12-31$70,000
Total contributions received or receivable from participants2011-12-31$33,000
Other income received2011-12-31$58
Net income (gross income less expenses)2011-12-31$70,163
Net plan assets at end of year (total assets less liabilities)2011-12-31$668,299
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$598,136
Total contributions received or receivable from employer(s)2011-12-31$37,125
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$20
2010 : MICHAEL E ORZO M.D., INC 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$70,171
Total plan assets at end of year2010-12-31$598,136
Total plan assets at beginning of year2010-12-31$527,965
Value of fidelity bond covering the plan2010-12-31$70,000
Total contributions received or receivable from participants2010-12-31$33,000
Other income received2010-12-31$46
Net income (gross income less expenses)2010-12-31$70,171
Net plan assets at end of year (total assets less liabilities)2010-12-31$598,136
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$527,965
Total contributions received or receivable from employer(s)2010-12-31$37,125

Form 5500 Responses for MICHAEL E ORZO M.D., INC 401K PLAN

2021: MICHAEL E ORZO M.D., INC 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHAEL E ORZO M.D., INC 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHAEL E ORZO M.D., INC 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAEL E ORZO M.D., INC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHAEL E ORZO M.D., INC 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHAEL E ORZO M.D., INC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHAEL E ORZO M.D., INC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAEL E ORZO M.D., INC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL E ORZO M.D., INC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL E ORZO M.D., INC 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL E ORZO M.D., INC 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MICHAEL E ORZO M.D., INC 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL E ORZO M.D., INC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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