401k Plan data: SOUTHWEST MICH. CTR. FOR ORTHOPAEDIC & SPORTS MED. PLC RETIREMENT PLAN plan

SOUTHWEST MICH. CTR. FOR ORTHOPAEDIC & SPORTS MED. PLC RETIREMENT PLAN 401k Plan overview

Plan Name	SOUTHWEST MICH. CTR. FOR ORTHOPAEDIC & SPORTS MED. PLC RETIREMENT PLAN
Plan identification number	001

SOUTHWEST MICH. CTR. FOR ORTHOPAEDIC & SPORTS MED. PLC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

SOUTHWEST MICH. CTR. FOR ORTHOPAEDIC & SPORTS MED. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST MICH. CTR. FOR ORTHOPAEDIC & SPORTS MED.

Employer identification number (EIN): 320080721

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST MICH. CTR. FOR ORTHOPAEDIC & SPORTS MED. PLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KENNETH EDWARDS 2024-06-14 KENNETH EDWARDS 2024-06-14
001 2022-01-01 KENNETH EDWARDS 2023-06-22 KENNETH EDWARDS 2023-06-22
001 2021-01-01 KENNETH EDWARDS 2022-06-30 KENNETH EDWARDS 2022-06-30
001 2020-01-01 KENNETH EDWARDS 2021-07-20 KENNETH EDWARDS 2021-07-20
001 2019-01-01 KENNETH J. EDWARDS, MD 2020-09-23 KENNETH J. EDWARDS, MD 2020-09-23
001 2018-01-01 KENNETH EDWARDS 2019-06-21 KENNETH EDWARDS 2019-06-21
001 2017-01-01 KENNETH EDWARDS 2018-07-17 KENNETH EDWARDS 2018-07-17
001 2016-01-01 KENNETH EDWARDS 2017-07-12 KENNETH EDWARDS 2017-07-12
001 2015-01-01 KENNETH EDWARDS 2016-07-15 KENNETH EDWARDS 2016-07-15
001 2014-01-01 KENNETH EDARDS 2015-07-16 KENNETH EDARDS 2015-07-16
001 2013-01-01 KENNETH EDWARDS 2014-07-07 KENNETH EDWARDS 2014-07-07
001 2012-01-01 KENNETH J. EDWARDS 2013-07-17 KENNETH J. EDWARDS 2013-07-17
001 2011-01-01 KENNETH EDWARDS 2012-06-29 KENNETH EDWARDS 2012-06-29
001 2010-01-01 DOROTHY PULTZ 2011-07-20 DOROTHY PULTZ 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KENNETH EDWARDS	2024-06-14	KENNETH EDWARDS	2024-06-14
001	2022-01-01	KENNETH EDWARDS	2023-06-22	KENNETH EDWARDS	2023-06-22
001	2021-01-01	KENNETH EDWARDS	2022-06-30	KENNETH EDWARDS	2022-06-30
001	2020-01-01	KENNETH EDWARDS	2021-07-20	KENNETH EDWARDS	2021-07-20
001	2019-01-01	KENNETH J. EDWARDS, MD	2020-09-23	KENNETH J. EDWARDS, MD	2020-09-23
001	2018-01-01	KENNETH EDWARDS	2019-06-21	KENNETH EDWARDS	2019-06-21
001	2017-01-01	KENNETH EDWARDS	2018-07-17	KENNETH EDWARDS	2018-07-17
001	2016-01-01	KENNETH EDWARDS	2017-07-12	KENNETH EDWARDS	2017-07-12
001	2015-01-01	KENNETH EDWARDS	2016-07-15	KENNETH EDWARDS	2016-07-15
001	2014-01-01	KENNETH EDARDS	2015-07-16	KENNETH EDARDS	2015-07-16
001	2013-01-01	KENNETH EDWARDS	2014-07-07	KENNETH EDWARDS	2014-07-07
001	2012-01-01	KENNETH J. EDWARDS	2013-07-17	KENNETH J. EDWARDS	2013-07-17
001	2011-01-01	KENNETH EDWARDS	2012-06-29	KENNETH EDWARDS	2012-06-29
001	2010-01-01	DOROTHY PULTZ	2011-07-20	DOROTHY PULTZ	2011-07-20

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Company Name:	SOUTHWEST MICH. CTR. FOR ORTHOPAEDIC & SPORTS MED.
Employer identification number (EIN):	320080721
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)