401k Plan data: ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN plan

ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN
Plan identification number	001

ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ORTHOPEDIC ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC ASSOCIATES, PA

Employer identification number (EIN): 850232271

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JEFF JOHANSON 2024-08-13
001 2022-01-01 JEFF JOHANSON 2023-08-09
001 2021-01-01 JEFF JOHANSON 2022-09-29
001 2020-01-01 JEFF JOHANSON 2021-08-09
001 2019-01-01 JEFF JOHANSON 2020-05-26
001 2018-01-01 JEFF JOHANSON 2019-07-30
001 2017-01-01 JEFF JOHANSON 2018-06-07
001 2016-01-01 RON MCDANIEL 2017-07-07
001 2015-01-01 RON MCDANIEL 2016-09-06
001 2014-01-01 CHARLES R. REDWING 2015-10-12
001 2013-01-01 CHARLES R. REDWING
001 2012-01-01 CHARLES R. REDWING 2013-10-11
001 2011-01-01 CHARLES R. REDWING 2012-10-11
001 2010-01-01 CHARLES R. REDWING 2011-07-18 CHARLES R. REDWING 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JEFF JOHANSON	2024-08-13
001	2022-01-01	JEFF JOHANSON	2023-08-09
001	2021-01-01	JEFF JOHANSON	2022-09-29
001	2020-01-01	JEFF JOHANSON	2021-08-09
001	2019-01-01	JEFF JOHANSON	2020-05-26
001	2018-01-01	JEFF JOHANSON	2019-07-30
001	2017-01-01	JEFF JOHANSON	2018-06-07
001	2016-01-01	RON MCDANIEL	2017-07-07
001	2015-01-01	RON MCDANIEL	2016-09-06
001	2014-01-01	CHARLES R. REDWING	2015-10-12
001	2013-01-01	CHARLES R. REDWING
001	2012-01-01	CHARLES R. REDWING	2013-10-11
001	2011-01-01	CHARLES R. REDWING	2012-10-11
001	2010-01-01	CHARLES R. REDWING	2011-07-18	CHARLES R. REDWING	2011-07-18

Plan Statistics for ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 40
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 52
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3

Measure	Date	Value
2013: ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	40
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	52
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3

Financial Data on ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,863,285
Expenses. Total of all expenses incurred	2013-12-31	$347,230
Benefits paid (including direct rollovers)	2013-12-31	$346,588
Total plan assets at end of year	2013-12-31	$9,930,634
Total plan assets at beginning of year	2013-12-31	$8,414,579
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$201,816
Expenses. Other expenses not covered elsewhere	2013-12-31	$642
Contributions received from other sources (not participants or employers)	2013-12-31	$8,693
Other income received	2013-12-31	$1,251,720
Net income (gross income less expenses)	2013-12-31	$1,516,055
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,930,634
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,414,579
Assets. Value of participant loans	2013-12-31	$105,531
Total contributions received or receivable from employer(s)	2013-12-31	$401,056
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

2013: ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHOPEDIC ASSOCIATES, PA
Employer identification number (EIN):	850232271
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)