Logo

ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN
Plan identification number 001

ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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
  • 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.

401k Sponsoring company profile

ANN ARBOR ORTHOPAEDIC SPECIALISTS has sponsored the creation of one or more 401k plans.

Company Name:ANN ARBOR ORTHOPAEDIC SPECIALISTS
Employer identification number (EIN):383010422
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01J. DAVID DENZIN2019-03-04
0012017-01-01J. DAVID DENZIN2018-10-08
0012016-01-01J. DAVID DENZIN, M.D.2017-06-25
0012015-01-01J. DAVID DENZIN, M.D.2016-09-29
0012014-01-01J. DAVID DENZIN, M.D.2015-10-13
0012013-01-01J. DAVID DENZIN, M.D.2014-07-21
0012012-01-01J. DAVID DENZIN, M.D.2013-07-22 J. DAVID DENZIN, M.D.2013-07-22
0012011-01-01J. DAVID DENZIN, M.D.
0012009-01-01J. DAVID DENZIN, M.D. J. DAVID DENZIN, M.D.2010-07-06

Plan Statistics for ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN

Measure Date Value
2011: ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0120
Number of participants with account balances2011-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN

Measure Date Value
2011 : ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$159,109
Expenses. Total of all expenses incurred2011-12-31$117,644
Benefits paid (including direct rollovers)2011-12-31$98,222
Total plan assets at end of year2011-12-31$7,189,210
Total plan assets at beginning of year2011-12-31$7,147,745
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$80,518
Expenses. Other expenses not covered elsewhere2011-12-31$19,422
Other income received2011-12-31$-46,625
Net income (gross income less expenses)2011-12-31$41,465
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,189,210
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,147,745
Assets. Value of participant loans2011-12-31$18,739
Assets. Value of real-estate (other than employer real property)2011-12-31$34,244
Total contributions received or receivable from employer(s)2011-12-31$125,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$879,468
Expenses. Total of all expenses incurred2010-12-31$94,979
Benefits paid (including direct rollovers)2010-12-31$94,579
Total plan assets at end of year2010-12-31$7,147,745
Total plan assets at beginning of year2010-12-31$6,363,256
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$73,638
Expenses. Other expenses not covered elsewhere2010-12-31$400
Other income received2010-12-31$682,827
Net income (gross income less expenses)2010-12-31$784,489
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,147,745
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,363,256
Assets. Value of participant loans2010-12-31$17,288
Assets. Value of real-estate (other than employer real property)2010-12-31$30,041
Total contributions received or receivable from employer(s)2010-12-31$123,003
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN

2011: ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ANN ARBOR ORTHOPAEDIC SPECIALISTS, P.C. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1