401k Plan data: OK CENTER FOR ORTHOPEDIC EXCELLENCE 401(K) plan

OK CENTER FOR ORTHOPEDIC EXCELLENCE 401(K) 401k Plan overview

Plan Name	OK CENTER FOR ORTHOPEDIC EXCELLENCE 401(K)
Plan identification number	001

OK CENTER FOR ORTHOPEDIC EXCELLENCE 401(K) 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.
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

OK CENTER FOR ORTHOPEDIC EXCELLENCE has sponsored the creation of one or more 401k plans.

Company Name: OK CENTER FOR ORTHOPEDIC EXCELLENCE

Employer identification number (EIN): 200888972

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OK CENTER FOR ORTHOPEDIC EXCELLENCE 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 KIMBERLY HARRIS 2015-06-01
001 2014-01-01 KIM HARRIS 2015-06-04
001 2013-01-01 KIM HARRIS 2014-11-06
001 2012-01-01 KIM HARRIS 2013-09-13 MICHAEL SEAN O'BRIEN 2013-09-13
001 2011-01-01 KIM HARRIS 2012-05-11 MICHAEL SEAN O'BRIEN, D.O. 2012-05-11
001 2010-01-01 KIM HARRIS 2011-06-08 M. SEAN O'BRIEN, D.O. 2011-06-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	KIMBERLY HARRIS	2015-06-01
001	2014-01-01	KIM HARRIS	2015-06-04
001	2013-01-01	KIM HARRIS	2014-11-06
001	2012-01-01	KIM HARRIS	2013-09-13	MICHAEL SEAN O'BRIEN	2013-09-13
001	2011-01-01	KIM HARRIS	2012-05-11	MICHAEL SEAN O'BRIEN, D.O.	2012-05-11
001	2010-01-01	KIM HARRIS	2011-06-08	M. SEAN O'BRIEN, D.O.	2011-06-08

Potentially related plans

OK CENTER FOR ARTHRITIS THERAPY AND RESEARCH 401K PROFIT SHARING PLAN & TRUST [EIN = 731522819]

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Company Name:	OK CENTER FOR ORTHOPEDIC EXCELLENCE
Employer identification number (EIN):	200888972
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)