401k Plan data: ADVANCED ORTHOPAEDIC PENSION TRUST plan

ADVANCED ORTHOPAEDIC PENSION TRUST 401k Plan overview

Plan Name	ADVANCED ORTHOPAEDIC PENSION TRUST
Plan identification number	002

ADVANCED ORTHOPAEDIC PENSION TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

ADVANCED ORTHOPAEDIC & JOINT REPLACEMENT CENTER, PA has sponsored the creation of one or more 401k plans.

Company Name: ADVANCED ORTHOPAEDIC & JOINT REPLACEMENT CENTER, PA

Employer identification number (EIN): 412145146

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ORTHOPAEDIC PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 JOSEPH SOLLAZZO 2015-10-14
002 2014-01-01 JOSEPH SOLLAZZO 2015-10-14
002 2013-01-01 JOSEPH SOLLAZZO 2014-10-13 JOSEPH SOLLAZZO 2014-10-13
002 2012-01-01 WILLIAM TOBIE 2013-10-15
002 2011-01-01 WILLIAM TOBIE 2012-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	JOSEPH SOLLAZZO	2015-10-14
002	2014-01-01	JOSEPH SOLLAZZO	2015-10-14
002	2013-01-01	JOSEPH SOLLAZZO	2014-10-13	JOSEPH SOLLAZZO	2014-10-13
002	2012-01-01	WILLIAM TOBIE	2013-10-15
002	2011-01-01	WILLIAM TOBIE	2012-09-21

Potentially related plans

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Company Name:	ADVANCED ORTHOPAEDIC & JOINT REPLACEMENT CENTER, PA
Employer identification number (EIN):	412145146
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)