Plan Name | TRINITY ORTHOPEDICS 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | TRINITY ORTHOPEDICS, P.A. |
Employer identification number (EIN): | 742912904 |
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 | 2018-01-01 | MARK LUNDGREN | 2019-10-08 | ||
001 | 2017-01-01 | MARK LUNDGREN | 2018-10-02 | MARK LUNDGREN | 2018-10-02 |
001 | 2016-01-01 | MEGAN LEE | 2017-07-27 | ||
001 | 2015-01-01 | MEGAN LEE | 2016-07-29 | ||
001 | 2014-08-01 | MEGAN LEE |
Measure | Date | Value |
---|---|---|
2014: TRINITY ORTHOPEDICS 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-08-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 33 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 3 |
Total of all active and inactive participants | 2014-08-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
Total participants | 2014-08-01 | 36 |
Number of participants with account balances | 2014-08-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : TRINITY ORTHOPEDICS 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $57,978 |
Expenses. Total of all expenses incurred | 2014-12-31 | $218 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $57,760 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Total contributions received or receivable from participants | 2014-12-31 | $58,111 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $218 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $-133 |
Net income (gross income less expenses) | 2014-12-31 | $57,760 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $57,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $6,731 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
2014: TRINITY ORTHOPEDICS 401(K) PLAN 2014 form 5500 responses | ||
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2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | First time form 5500 has been submitted | Yes |
2014-08-01 | Submission has been amended | No |
2014-08-01 | This submission is the final filing | No |
2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-08-01 | Plan is a collectively bargained plan | No |
2014-08-01 | Plan funding arrangement – Insurance | Yes |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement – Insurance | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-834871 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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