401k Plan data: SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST plan

SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST
Plan identification number	002

SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 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.
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.
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.

401k Sponsoring company profile

SUBURBAN ORTHOPAEDICS, LTD. has sponsored the creation of one or more 401k plans.

Company Name: SUBURBAN ORTHOPAEDICS, LTD.

Employer identification number (EIN): 364394217

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01 HOWARD FREEDBERG, MD 2021-09-10 HOWARD FREEDBERG, MD 2021-09-10
002 2019-01-01 DAMON BYERS 2020-08-31 DAMON BYERS 2020-08-31
002 2018-01-01 HOWARD FREEDBERG 2019-10-14 DAMON BYERS 2019-10-14
002 2017-01-01 HOWARD FREEDBERG 2018-10-09 DAMON BYERS 2018-10-09
002 2016-01-01 HOWARD FREEDBERG 2017-10-12 HOWARD FREEDBERG 2017-10-12
002 2015-01-01 HOWARD FREEDBERG 2016-10-17 HOWARD FREEDBERG 2016-10-17
002 2014-01-01 HOWARD FREEDBERG 2015-09-29
002 2013-01-01 HOWARD FREEDBERG 2014-07-24 HOWARD FREEDBERG 2014-07-24
002 2012-01-01 HOWARD FREEDBERG 2013-10-11
002 2011-01-01 HOWARD FREEDBERG
002 2009-01-01 HOWARD FREEDBERG HOWARD FREEDBERG 2010-09-08
002 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01	HOWARD FREEDBERG, MD	2021-09-10	HOWARD FREEDBERG, MD	2021-09-10
002	2019-01-01	DAMON BYERS	2020-08-31	DAMON BYERS	2020-08-31
002	2018-01-01	HOWARD FREEDBERG	2019-10-14	DAMON BYERS	2019-10-14
002	2017-01-01	HOWARD FREEDBERG	2018-10-09	DAMON BYERS	2018-10-09
002	2016-01-01	HOWARD FREEDBERG	2017-10-12	HOWARD FREEDBERG	2017-10-12
002	2015-01-01	HOWARD FREEDBERG	2016-10-17	HOWARD FREEDBERG	2016-10-17
002	2014-01-01	HOWARD FREEDBERG	2015-09-29
002	2013-01-01	HOWARD FREEDBERG	2014-07-24	HOWARD FREEDBERG	2014-07-24
002	2012-01-01	HOWARD FREEDBERG	2013-10-11
002	2011-01-01	HOWARD FREEDBERG
002	2009-01-01	HOWARD FREEDBERG		HOWARD FREEDBERG	2010-09-08
002	2009-01-01

Plan Statistics for SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST

401k plan membership statisitcs for SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST

Measure Date Value
2011: SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 38
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2011: SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	38
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST

Measure	Date	Value
2011 : SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$196,816
Expenses. Total of all expenses incurred	2011-12-31	$24,036
Benefits paid (including direct rollovers)	2011-12-31	$21,292
Total plan assets at end of year	2011-12-31	$708,619
Total plan assets at beginning of year	2011-12-31	$535,839
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$100,749
Other income received	2011-12-31	$-30,794
Net income (gross income less expenses)	2011-12-31	$172,780
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$708,619
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$535,839
Assets. Value of participant loans	2011-12-31	$8,703
Total contributions received or receivable from employer(s)	2011-12-31	$126,861
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,744
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$251,705
Expenses. Total of all expenses incurred	2010-12-31	$7,549
Benefits paid (including direct rollovers)	2010-12-31	$5,375
Total plan assets at end of year	2010-12-31	$535,839
Total plan assets at beginning of year	2010-12-31	$291,683
Value of fidelity bond covering the plan	2010-12-31	$160,000
Total contributions received or receivable from participants	2010-12-31	$87,643
Other income received	2010-12-31	$44,958
Net income (gross income less expenses)	2010-12-31	$244,156
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$535,839
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$291,683
Assets. Value of participant loans	2010-12-31	$6,621
Total contributions received or receivable from employer(s)	2010-12-31	$119,104
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST

2011: SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SUBURBAN ORTHOPAEDICS, LTD. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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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Company Name:	SUBURBAN ORTHOPAEDICS, LTD.
Employer identification number (EIN):	364394217
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)