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RICHARD S. LEE PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD S. LEE PROFIT SHARING PLAN
Plan identification number 019

RICHARD S. LEE PROFIT SHARING 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
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP
Employer identification number (EIN):800856095
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD S. LEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0192023-01-01LAURIE GALLAGHER2024-07-09
0192022-01-01LAURIE GALLAGHER2023-09-13
0192021-01-01LAURIE GALLAGHER2022-07-20
0192020-01-01CAROL L. MACK2021-07-09
0192019-01-01CARA WALLER2020-06-01
0192018-01-01CARA WALLER2019-06-27
0192017-01-01CARA WALLER2018-06-28
0192016-01-01CARA WALLER2017-06-14
0192015-01-01CARA WALLER2016-06-28
0192014-01-01CARA WALLER2015-07-07
0192013-01-01CARA WALLER2014-07-23

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