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CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN
Plan identification number 002

CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

CENTRAL TEXAS PEDIATRIC ORTHOPEDICS & SCOLIOSIS SURGERY has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL TEXAS PEDIATRIC ORTHOPEDICS & SCOLIOSIS SURGERY
Employer identification number (EIN):742653603
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01KIM BENNETT
0022023-01-01
0022023-01-01KIM BENNETT
0022022-01-01
0022022-01-01KIM BENNETT
0022021-01-01
0022021-01-01KIM BENNETT
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CYNTHIA WHITE
0022016-01-01ANTHONY KAHN2017-06-23 ANTHONY KAHN2017-06-23
0022015-01-01TONY KAHN2016-06-14 TONY KAHN2016-06-14
0022014-01-01TONY KAHN2015-07-23 TONY KAHN2015-07-23
0022013-01-01ANTHONY KAHN2014-07-03 ANTHONY KAHN2014-07-03
0022012-01-01TONY KAHN2013-07-03 TONY KAHN2013-07-03
0022011-01-01TONY KAHN2012-06-06
0022009-01-01TONY KAHN

Financial Data on CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,385,579
Expenses. Total of all expenses incurred2023-12-31$478,063
Benefits paid (including direct rollovers)2023-12-31$446,568
Total plan assets at end of year2023-12-31$10,140,320
Total plan assets at beginning of year2023-12-31$8,232,804
Value of fidelity bond covering the plan2023-12-31$1,000,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$548,492
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$1,583,287
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,907,516
Net plan assets at end of year (total assets less liabilities)2023-12-31$10,140,320
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$8,232,804
Assets. Value of participant loans2023-12-31$119,693
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$253,800
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$31,495
2022 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-832,568
Expenses. Total of all expenses incurred2022-12-31$304,537
Benefits paid (including direct rollovers)2022-12-31$273,224
Total plan assets at end of year2022-12-31$8,232,804
Total plan assets at beginning of year2022-12-31$9,369,909
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$510,464
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$18,924
Other income received2022-12-31$-1,601,607
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,137,105
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,232,804
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$9,369,909
Assets. Value of participant loans2022-12-31$91,230
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$239,651
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$31,313
2021 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,938,146
Expenses. Total of all expenses incurred2021-12-31$236,626
Benefits paid (including direct rollovers)2021-12-31$206,311
Total plan assets at end of year2021-12-31$9,369,909
Total plan assets at beginning of year2021-12-31$7,668,389
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$476,737
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$16,978
Other income received2021-12-31$1,201,940
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,701,520
Net plan assets at end of year (total assets less liabilities)2021-12-31$9,369,909
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,668,389
Assets. Value of participant loans2021-12-31$77,132
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$242,491
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$30,315
2020 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,857,323
Expenses. Total of all expenses incurred2020-12-31$2,535,441
Benefits paid (including direct rollovers)2020-12-31$2,505,770
Total plan assets at end of year2020-12-31$7,668,389
Total plan assets at beginning of year2020-12-31$8,346,507
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$492,018
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$19,344
Other income received2020-12-31$1,104,021
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-678,118
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,668,389
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,346,507
Assets. Value of participant loans2020-12-31$57,069
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$241,940
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$29,671
2019 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,257,835
Expenses. Total of all expenses incurred2019-12-31$238,597
Benefits paid (including direct rollovers)2019-12-31$213,125
Total plan assets at end of year2019-12-31$8,346,507
Total plan assets at beginning of year2019-12-31$6,327,269
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$510,051
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$36,958
Other income received2019-12-31$1,470,047
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,019,238
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,346,507
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,327,269
Assets. Value of participant loans2019-12-31$62,336
Total contributions received or receivable from employer(s)2019-12-31$240,779
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$25,472
2018 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$424,720
Expenses. Total of all expenses incurred2018-12-31$831,579
Benefits paid (including direct rollovers)2018-12-31$811,281
Total plan assets at end of year2018-12-31$6,327,269
Total plan assets at beginning of year2018-12-31$6,734,128
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$456,288
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$145,594
Other income received2018-12-31$-366,990
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-406,859
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,327,269
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,734,128
Assets. Value of participant loans2018-12-31$39,886
Total contributions received or receivable from employer(s)2018-12-31$189,828
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$20,298
2017 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,583,013
Expenses. Total of all expenses incurred2017-12-31$282,490
Benefits paid (including direct rollovers)2017-12-31$254,192
Total plan assets at end of year2017-12-31$6,734,128
Total plan assets at beginning of year2017-12-31$5,433,605
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$408,095
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$5,836
Other income received2017-12-31$961,286
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,300,523
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,734,128
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,433,605
Assets. Value of participant loans2017-12-31$1,836
Total contributions received or receivable from employer(s)2017-12-31$207,796
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$28,298
2010 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$847,650
Expenses. Total of all expenses incurred2010-12-31$7,991
Benefits paid (including direct rollovers)2010-12-31$7,991
Total plan assets at end of year2010-12-31$4,031,435
Total plan assets at beginning of year2010-12-31$3,191,776
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$233,448
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$8,102
Other income received2010-12-31$439,774
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$839,659
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,031,435
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,191,776
Assets. Value of participant loans2010-12-31$10,023
Total contributions received or receivable from employer(s)2010-12-31$166,326
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN

2023: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU728
Policy instance 1

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