401k Plan data: SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN plan

SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN 401k Plan overview

Plan Name	SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN
Plan identification number	001

SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAN ANTONIO ORTHOPAEDIC SPECIALISTS has sponsored the creation of one or more 401k plans.

Company Name: SAN ANTONIO ORTHOPAEDIC SPECIALISTS

Employer identification number (EIN): 300028914

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRANDON BROOME 2024-06-07
001 2022-01-01 ADAM HARRIS 2023-08-01
001 2021-01-01 ADAM HARRIS 2022-10-13
001 2020-01-01 ADAM HARRIS 2021-10-13
001 2019-01-01 ADAM HARRIS 2020-08-04
001 2018-01-01
001 2017-01-01
001 2016-01-01 ADAM HARRIS 2017-10-04 ADAM HARRIS 2017-10-04
001 2015-01-01 ADAM HARRIS 2016-10-13 ADAM HARRIS 2016-10-13
001 2014-01-01 ADAM HARRIS 2015-10-14
001 2013-01-01 ADAM HARRIS 2014-09-19
001 2012-01-01 ADAM HARRIS 2013-10-08
001 2011-01-01 ADAM HARRIS 2012-07-08
001 2010-01-01 ADAM HARRIS 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BRANDON BROOME	2024-06-07
001	2022-01-01	ADAM HARRIS	2023-08-01
001	2021-01-01	ADAM HARRIS	2022-10-13
001	2020-01-01	ADAM HARRIS	2021-10-13
001	2019-01-01	ADAM HARRIS	2020-08-04
001	2018-01-01
001	2017-01-01
001	2016-01-01	ADAM HARRIS	2017-10-04	ADAM HARRIS	2017-10-04
001	2015-01-01	ADAM HARRIS	2016-10-13	ADAM HARRIS	2016-10-13
001	2014-01-01	ADAM HARRIS	2015-10-14
001	2013-01-01	ADAM HARRIS	2014-09-19
001	2012-01-01	ADAM HARRIS	2013-10-08
001	2011-01-01	ADAM HARRIS	2012-07-08
001	2010-01-01	ADAM HARRIS	2011-07-28

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Company Name:	SAN ANTONIO ORTHOPAEDIC SPECIALISTS
Employer identification number (EIN):	300028914
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)