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INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN 401k Plan overview

Plan NameINSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN
Plan identification number 001

INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY
Employer identification number (EIN):330982625
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012010-01-01NAVID GHALAMBOR2011-02-09
0012009-01-01NAVID GHALAMBOR NAVID GHALAMBOR2010-06-18
0012007-01-01NAVID GHALAMBOR NAVID GHALAMBOR2010-06-18

Plan Statistics for INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN

401k plan membership statisitcs for INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN

Measure Date Value
2009: INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013
2007: INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-014
Total of all active and inactive participants2007-01-014
Total participants2007-01-014
Number of participants with account balances2007-01-014

Form 5500 Responses for INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN

2009: INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: INSTITUTE FOR ORTHOPAEDICS & UPPER EXTREMITY SURGERY PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01This submission is the final filingNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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