401k Plan data: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN plan

ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN
Plan identification number	001

ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC

Employer identification number (EIN): 251646272

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01 NICHOLAS STEFANOVSKI MD 2020-10-08
001 2018-01-01 NICK STEFANOVSKI MD 2019-10-09
001 2017-01-01 NICK STEFANOVSKI
001 2015-01-01 NICK STEFANOVSKI
001 2014-01-01 NICK STEFANOVSKI
001 2013-01-01 NICK STEFANOVSKI
001 2012-01-01 NICK STEFANOVSKI 2013-09-11
001 2011-01-01 NICK STEFANOVSKI 2012-10-15
001 2010-01-01 NICK STEFANOVSKI 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01	NICHOLAS STEFANOVSKI MD	2020-10-08
001	2018-01-01	NICK STEFANOVSKI MD	2019-10-09
001	2017-01-01	NICK STEFANOVSKI
001	2015-01-01	NICK STEFANOVSKI
001	2014-01-01	NICK STEFANOVSKI
001	2013-01-01	NICK STEFANOVSKI
001	2012-01-01	NICK STEFANOVSKI	2013-09-11
001	2011-01-01	NICK STEFANOVSKI	2012-10-15
001	2010-01-01	NICK STEFANOVSKI	2011-10-12

Plan Statistics for ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN

Measure Date Value
2019: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 47
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 57
Number of participants with account balances 2018-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 47
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 54
Number of participants with account balances 2017-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2015: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 41
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 50
Number of participants with account balances 2015-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 51
Number of participants with account balances 2014-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 49
Number of participants with account balances 2013-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2019: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	47
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	57
Number of participants with account balances	2018-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	47
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	54
Number of participants with account balances	2017-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2015: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	41
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	50
Number of participants with account balances	2015-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	51
Number of participants with account balances	2014-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	49
Number of participants with account balances	2013-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN

Measure	Date	Value
2019 : ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$824,542
Expenses. Total of all expenses incurred	2019-12-31	$12,249,700
Benefits paid (including direct rollovers)	2019-12-31	$12,212,364
Total plan assets at end of year	2019-12-31	$64,072
Total plan assets at beginning of year	2019-12-31	$11,489,230
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$0
Other income received	2019-12-31	$824,542
Net income (gross income less expenses)	2019-12-31	$-11,425,158
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$64,072
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$11,489,230
Total contributions received or receivable from employer(s)	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$37,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-278,734
Expenses. Total of all expenses incurred	2018-12-31	$291,872
Benefits paid (including direct rollovers)	2018-12-31	$139,142
Total plan assets at end of year	2018-12-31	$11,489,230
Total plan assets at beginning of year	2018-12-31	$12,059,836
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$272,597
Other income received	2018-12-31	$-952,514
Net income (gross income less expenses)	2018-12-31	$-570,606
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$11,489,230
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$12,059,836
Total contributions received or receivable from employer(s)	2018-12-31	$401,183
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$152,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,700,577
Expenses. Total of all expenses incurred	2017-12-31	$196,861
Benefits paid (including direct rollovers)	2017-12-31	$79,515
Total plan assets at end of year	2017-12-31	$12,059,836
Total plan assets at beginning of year	2017-12-31	$9,556,120
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$267,874
Other income received	2017-12-31	$2,022,179
Net income (gross income less expenses)	2017-12-31	$2,503,716
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$12,059,836
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,556,120
Total contributions received or receivable from employer(s)	2017-12-31	$410,524
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$117,346
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2015 : ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$774,842
Expenses. Total of all expenses incurred	2015-12-31	$126,468
Benefits paid (including direct rollovers)	2015-12-31	$31,756
Total plan assets at end of year	2015-12-31	$9,307,756
Total plan assets at beginning of year	2015-12-31	$8,659,382
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$259,117
Other income received	2015-12-31	$127,799
Net income (gross income less expenses)	2015-12-31	$648,374
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,307,756
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,659,382
Total contributions received or receivable from employer(s)	2015-12-31	$387,926
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$94,712
2014 : ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,174,752
Expenses. Total of all expenses incurred	2014-12-31	$311,017
Benefits paid (including direct rollovers)	2014-12-31	$311,017
Total plan assets at end of year	2014-12-31	$8,659,382
Total plan assets at beginning of year	2014-12-31	$7,795,647
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$260,831
Other income received	2014-12-31	$515,639
Net income (gross income less expenses)	2014-12-31	$863,735
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,659,382
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,795,647
Total contributions received or receivable from employer(s)	2014-12-31	$398,282
2013 : ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,962,308
Expenses. Total of all expenses incurred	2013-12-31	$215,067
Benefits paid (including direct rollovers)	2013-12-31	$141,664
Total plan assets at end of year	2013-12-31	$7,795,647
Total plan assets at beginning of year	2013-12-31	$6,048,406
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$402,912
Other income received	2013-12-31	$1,290,192
Net income (gross income less expenses)	2013-12-31	$1,747,241
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,795,647
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,048,406
Total contributions received or receivable from employer(s)	2013-12-31	$269,204
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$73,403

Form 5500 Responses for ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN

2019: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHOPAEDIC & SPORTS MEDICINE OF ERIE, PC
Employer identification number (EIN):	251646272
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)