401k Plan data: EMPLOYERS 401(K) ELITE RETIREMENT PLAN plan

EMPLOYERS 401(K) ELITE RETIREMENT PLAN 401k Plan overview

Plan Name	EMPLOYERS 401(K) ELITE RETIREMENT PLAN
Plan identification number	002

EMPLOYERS 401(K) ELITE RETIREMENT 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PONGRATZ ORTHOTICS & PROSTHETICS has sponsored the creation of one or more 401k plans.

Company Name: PONGRATZ ORTHOTICS & PROSTHETICS

Employer identification number (EIN): 860871177

NAIC Classification: 446190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYERS 401(K) ELITE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JOSEPH PONGRATZ 2024-07-16
002 2022-01-01 JOSEPH PONGRATZ 2023-09-29
002 2021-01-01 JOSEPH PONGRATZ 2022-06-21
002 2020-01-01 JOSEPH PONGRATZ 2021-07-08
002 2019-01-01 JOSEPH PONGRATZ 2020-05-08
002 2018-01-01 JOSEPH PONGRATZ 2019-11-05
002 2017-01-01 JOSEPH PONGRATZ 2019-11-05
002 2016-01-01 BETTY CALDWELL 2017-09-14
002 2015-01-01 BETTY CALDWELL 2016-10-07
002 2014-01-01 BETTY CALDWELL 2016-10-07
002 2014-01-01 BETTY CALDWELL 2015-10-12
002 2013-01-01 ROBERT D. ALIN 2014-06-26
002 2012-01-01 NICHOLE GUISE 2014-06-26
002 2011-01-01 FRED LANIER 2012-07-19
002 2010-01-01 FRED LANIER 2011-07-26
002 2009-01-01 JOSEPH PONGRATZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JOSEPH PONGRATZ	2024-07-16
002	2022-01-01	JOSEPH PONGRATZ	2023-09-29
002	2021-01-01	JOSEPH PONGRATZ	2022-06-21
002	2020-01-01	JOSEPH PONGRATZ	2021-07-08
002	2019-01-01	JOSEPH PONGRATZ	2020-05-08
002	2018-01-01	JOSEPH PONGRATZ	2019-11-05
002	2017-01-01	JOSEPH PONGRATZ	2019-11-05
002	2016-01-01	BETTY CALDWELL	2017-09-14
002	2015-01-01	BETTY CALDWELL	2016-10-07
002	2014-01-01	BETTY CALDWELL	2016-10-07
002	2014-01-01	BETTY CALDWELL	2015-10-12
002	2013-01-01	ROBERT D. ALIN	2014-06-26
002	2012-01-01	NICHOLE GUISE	2014-06-26
002	2011-01-01	FRED LANIER	2012-07-19
002	2010-01-01	FRED LANIER	2011-07-26
002	2009-01-01	JOSEPH PONGRATZ

Plan Statistics for EMPLOYERS 401(K) ELITE RETIREMENT PLAN

401k plan membership statisitcs for EMPLOYERS 401(K) ELITE RETIREMENT PLAN

Measure Date Value
2009: EMPLOYERS 401(K) ELITE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 24
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: EMPLOYERS 401(K) ELITE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	24
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EMPLOYERS 401(K) ELITE RETIREMENT PLAN

Measure	Date	Value
2009 : EMPLOYERS 401(K) ELITE RETIREMENT PLAN 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 EMPLOYERS 401(K) ELITE RETIREMENT PLAN

2009: EMPLOYERS 401(K) ELITE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Potentially related plans

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Company Name:	PONGRATZ ORTHOTICS & PROSTHETICS
Employer identification number (EIN):	860871177
NAIC Classification:	446190