Plan Name | WESTPHAL ORTHOPEDICS, LLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WESTPHAL ORTHOPEDICS, LLC |
Employer identification number (EIN): | 464005319 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2024-01-01 | THOMAS WESTPHAL | 2024-06-05 | ||
001 | 2023-01-01 | THOMAS WESTPHAL | 2024-06-05 | ||
001 | 2022-01-01 | THOMAS WESTPHAL | 2023-06-13 | ||
001 | 2021-01-01 | THOMAS WESTPHAL | 2022-10-11 | ||
001 | 2020-01-01 | THOMAS WESTPHAL | 2021-10-14 | ||
001 | 2019-01-01 | THOMAS WESTPHAL | 2020-10-12 | ||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | THOMAS WESTPHAL | 2015-08-31 |
Measure | Date | Value |
---|---|---|
2015: WESTPHAL ORTHOPEDICS, LLC 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : WESTPHAL ORTHOPEDICS, LLC 401(K) PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $99,765 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,698 |
Total plan assets at end of year | 2015-12-31 | $832,110 |
Total plan assets at beginning of year | 2015-12-31 | $738,043 |
Value of fidelity bond covering the plan | 2015-12-31 | $73,805 |
Total contributions received or receivable from participants | 2015-12-31 | $50,208 |
Other income received | 2015-12-31 | $25,974 |
Net income (gross income less expenses) | 2015-12-31 | $94,067 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $832,110 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $738,043 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $6,325 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $23,583 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,698 |
2015: WESTPHAL ORTHOPEDICS, LLC 401(K) PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |