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401k Sponsoring company profile

ORTHOCAROLINA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOCAROLINA, P.A.
Employer identification number (EIN):561093722
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

The following addresses have been detected on the 401k submissions:

USA Mailing Address
4601 PARK ROAD SUITE 250
CHARLOTTE
NC
282093239
Date first seen: 2010-10-04
Date last seen: 2016-08-29
USA Mailing Address
4601 PARK ROAD, SUITE 250
CHARLOTTE
NC
28209
Date first seen: 2007-01-01
Date last seen: 2024-07-31
USA Location Address
4601 PARK ROAD, SUITE 250
CHARLOTTE
NC
28209
Date first seen: 2007-01-01
Date last seen: 2024-07-31
USA Mailing Address
4601 PARK RD STE 250
CHARLOTTE
NC
282092373
Date first seen: 2010-07-21
Date last seen: 2014-06-18

Plan Sponsor Events

Sponsoring Company Events

DateDescription
2021-10-12561093722 Change of name detected from TRANSFORMANT HEALTHCARE SOLUTIONS, LLC DBA ORTHOCAROLINA SOLUTIONS to ORTHOCAROLINA, P.A.
2021-09-27561093722 Change of name detected from TRANSFORMANT HEALTHCARE SOLUTIONS, LLC to ORTHOCAROLINA, P.A.
2021-07-22561093722 Change of name detected from TRANSFORMANT HEALTHCARE SOLUTIONS, LLC to ORTHOCAROLINA P.A.
2021-07-22561093722 Change of plan name detected from GROUP HEALTH PLAN FOR EMPLOYEES OF TRANSFORMANT HEALTHCARE SOLUTIONS to ORTHOCAROLINA P.A. HEALTH AND WELFARE PLAN for plan ID 503

ORTHOCAROLINA, P.A. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001ORTHOCAROLINA PA 401K PROFIT SHARING PLAN2014-01-01 1971-12-01
503ORTHOCAROLINA P.A. HEALTH AND WELFARE PLAN2015-01-01 2006-01-01
003ORTHOCAROLINA, P.A. CASH BALANCE PENSION PLAN2015-01-01 2011-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2022-12-22Employer Contributions $ 1,402,798 119 $ 11,788
2022-12-22Employee Contributions $ 1,402,798 119 $ 11,788
2022-10-17Employer Contributions $ 1,306,625 119 $ 10,980
2022-10-17Employee Contributions $ 1,306,625 119 $ 10,980
2022-07-14Employer Contributions $ 1,471,625 119 $ 12,367
2022-07-14Employee Contributions $ 1,471,625 119 $ 12,367
2022-04-07Employer Contributions $ 1,349,714 119 $ 11,342
2022-04-07Employee Contributions $ 1,349,714 119 $ 11,342
2021-12-08Employer Contributions $ 2,621,987 1447 $ 1,812
2021-12-08Employee Contributions $ 2,621,987 1447 $ 1,812
2021-07-28Employer Contributions $ 1,583,743 1447 $ 1,095
2021-07-28Employee Contributions $ 1,583,743 1447 $ 1,095
2021-05-11Employer Contributions $ 1,583,743 1447 $ 1,095
2021-05-11Employee Contributions $ 1,583,743 1447 $ 1,095
2015-12-07Employer Contributions $ 1,214,492 1 $ 1,214,492
2015-12-07Employee Contributions $ 1,214,492 1 $ 1,214,492
2015-10-07Employer Contributions $ 1,214,492 1 $ 1,214,492
2015-10-07Employee Contributions $ 1,214,492 1 $ 1,214,492
2015-07-07Employer Contributions $ 1,214,492 1 $ 1,214,492
2015-07-07Employee Contributions $ 1,214,492 1 $ 1,214,492
2015-05-07Employer Contributions $ 262,272 1 $ 262,272
2015-05-07Employee Contributions $ 262,272 1 $ 262,272
2015-04-07Employer Contributions $ 952,219 1 $ 952,219
2015-04-07Employee Contributions $ 952,219 1 $ 952,219
2014-12-24Employer Contributions $ 963,091 1512 $ 637
2014-12-24Employee Contributions $ 963,091 1512 $ 637
2014-10-16Employer Contributions $ 963,091 1512 $ 637
2014-10-16Employee Contributions $ 963,091 1512 $ 637
2014-07-10Employer Contributions $ 963,091 1512 $ 637
2014-07-10Employee Contributions $ 963,091 1512 $ 637
2014-04-10Employer Contributions $ 963,091 1512 $ 637
2014-04-10Employee Contributions $ 963,091 1512 $ 637
2013-12-20Employer Contributions $ 869,678 1246 $ 698
2013-12-20Employee Contributions $ 869,678 1246 $ 698
2013-10-11Employer Contributions $ 869,678 1246 $ 698
2013-10-11Employee Contributions $ 869,678 1246 $ 698
2013-08-01Employer Contributions $ 862,178 1246 $ 692
2013-08-01Employee Contributions $ 862,178 1246 $ 692
2013-04-03Employer Contributions $ 877,178 1246 $ 704
2013-04-03Employee Contributions $ 877,178 1246 $ 704
2013-01-24Employer Contributions $ 168,152 1246 $ 135
2013-01-24Employee Contributions $ 168,152 1246 $ 135
2012-12-26Employer Contributions $ 3,244,181 831 $ 3,904
2012-12-26Employee Contributions $ 3,244,181 831 $ 3,904
2011-12-29Employer Contributions $ 2,185,302 1052 $ 2,077
2011-12-29Employee Contributions $ 2,185,302 1052 $ 2,077

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