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| Plan Name | GREAT LAKES ORTHOPEDICS & SPORTS MEDICINE, P.C. 401(K) SAVINGS PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | GREAT LAKES ORTHOPEDICS & SPORTS MEDICINE, P.C. |
| Employer identification number (EIN): | 352091369 |
| NAIC Classification: | 621399 |
| NAIC Description: | Offices of All Other Miscellaneous Health Practitioners |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | KEITH PITCHFORD | 2024-06-27 | ||
| 001 | 2022-01-01 | KEITH PITCHFORD | 2023-06-09 | ||
| 001 | 2021-01-01 | KEITH PITCHFORD | 2022-06-08 | ||
| 001 | 2020-01-01 | KEITH PITCHFORD | 2021-06-21 | ||
| 001 | 2019-01-01 | KEITH PITCHFORD | 2020-06-22 | ||
| 001 | 2018-01-01 | KEITH PITCHFORD | 2019-08-29 | ||
| 001 | 2017-01-01 | SARAH POWERS | 2018-04-25 | ||
| 001 | 2016-01-01 | SARAH POWERS | 2017-10-02 | ||
| 001 | 2015-01-01 | SARAH POWERS | 2016-10-17 | ||
| 001 | 2014-01-01 | KEITH PITCHFORD | 2015-09-04 | ||
| 001 | 2013-01-01 | KEITH PITCHFORD | 2014-10-10 | KEITH PITCHFORD | 2014-10-10 |
| 001 | 2012-01-01 | TYMON HERNDON | 2013-04-29 | TYMON HERNDON | 2013-04-29 |
| 001 | 2011-01-01 | KEITH PITCHFORD | 2012-07-16 | KEITH PITCHFORD | 2012-07-16 |
| 001 | 2009-01-01 | KEITH PITCHFORD | KEITH PITCHFORD | 2010-08-09 |
| Measure | Date | Value |
|---|---|---|
| 2009: GREAT LAKES ORTHOPEDICS & SPORTS MEDICINE, P.C. 401(K) SAVINGS PLAN & TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 17 |
| Total participants | 2009-01-01 | 17 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Measure | Date | Value |
|---|---|---|
| 2010 : GREAT LAKES ORTHOPEDICS & SPORTS MEDICINE, P.C. 401(K) SAVINGS PLAN & TRUST 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $129,987 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,267 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,182 |
| Total plan assets at end of year | 2010-12-31 | $490,679 |
| Total plan assets at beginning of year | 2010-12-31 | $361,959 |
| Value of fidelity bond covering the plan | 2010-12-31 | $49,068 |
| Total contributions received or receivable from participants | 2010-12-31 | $60,826 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $85 |
| Other income received | 2010-12-31 | $48,207 |
| Net income (gross income less expenses) | 2010-12-31 | $128,720 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $490,679 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $361,959 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $20,954 |
| 2009: GREAT LAKES ORTHOPEDICS & SPORTS MEDICINE, P.C. 401(K) SAVINGS PLAN & TRUST 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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