401k Plan data: RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN plan

RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN 401k Plan overview

Plan Name	RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN
Plan identification number	002

RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD 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).
Money purchase (other than target benefit)
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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD has sponsored the creation of one or more 401k plans.

Company Name: RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD

Employer identification number (EIN): 232084243

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-10-01 ROBERT A RUGGIERO SR 2015-08-04
002 2012-10-01 ROBERT A RUGGIERO SR 2014-07-14
002 2011-10-01 ROBERT A RUGGIERO SR 2013-07-12 ROBERT A RUGGIERO SR 2013-07-12
002 2009-10-01 ROBERT A RUGGIERO SR ROBERT A RUGGIERO SR 2011-07-15
002 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-10-01	ROBERT A RUGGIERO SR	2015-08-04
002	2012-10-01	ROBERT A RUGGIERO SR	2014-07-14
002	2011-10-01	ROBERT A RUGGIERO SR	2013-07-12	ROBERT A RUGGIERO SR	2013-07-12
002	2009-10-01	ROBERT A RUGGIERO SR		ROBERT A RUGGIERO SR	2011-07-15
002	2008-10-01

Plan Statistics for RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN

401k plan membership statisitcs for RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN

Measure Date Value
2009: RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 65
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 52
Number of retired or separated participants receiving benefits 2009-10-01 1
Number of other retired or separated participants entitled to future benefits 2009-10-01 11
Total of all active and inactive participants 2009-10-01 64
Total participants 2009-10-01 64
Number of participants with account balances 2009-10-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 1

Measure	Date	Value
2009: RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	65
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	52
Number of retired or separated participants receiving benefits	2009-10-01	1
Number of other retired or separated participants entitled to future benefits	2009-10-01	11
Total of all active and inactive participants	2009-10-01	64
Total participants	2009-10-01	64
Number of participants with account balances	2009-10-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	1

Financial Data on RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN

Measure	Date	Value
2011 : RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$357,660
Expenses. Total of all expenses incurred	2011-09-30	$122,309
Benefits paid (including direct rollovers)	2011-09-30	$70,951
Total plan assets at end of year	2011-09-30	$5,113,966
Total plan assets at beginning of year	2011-09-30	$4,878,615
Value of fidelity bond covering the plan	2011-09-30	$500,000
Total contributions received or receivable from participants	2011-09-30	$264,408
Expenses. Other expenses not covered elsewhere	2011-09-30	$51,358
Contributions received from other sources (not participants or employers)	2011-09-30	$4,916
Other income received	2011-09-30	$-105,659
Net income (gross income less expenses)	2011-09-30	$235,351
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$5,113,966
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$4,878,615
Assets. Value of participant loans	2011-09-30	$38,187
Total contributions received or receivable from employer(s)	2011-09-30	$193,995
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0

Form 5500 Responses for RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN

2009: RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

97507437

Policy instance

Insurance contract or identification number	97507437
Number of Individuals Covered	2
Insurance policy start date	2010-10-01
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

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Company Name:	RUGGIERO ORTHOPAEDIC ASSOCIATES, LTD
Employer identification number (EIN):	232084243
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)