Plan Name | ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, P.C. |
Employer identification number (EIN): | 251605556 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | NICK STEFANOVSKI |
Measure | Date | Value |
---|---|---|
2016: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 50 |
Number of participants with account balances | 2016-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $1,474,682 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,226,318 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,121,418 |
Total plan assets at end of year | 2016-12-31 | $9,556,120 |
Total plan assets at beginning of year | 2016-12-31 | $9,307,756 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $227,959 |
Other income received | 2016-12-31 | $917,220 |
Net income (gross income less expenses) | 2016-12-31 | $248,364 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $9,556,120 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,307,756 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $329,503 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $104,900 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2016: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |