Orthopedic Surgery Associates Of North County 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Orthopedic Surgery Associates Of North County
  • Sponsor EIN: 330631377
  • Sponsor Address: 15611 POMERADO ROAD, SUITE 525, POWAY, CA, 92064
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $17.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$17.5M$131,100$163,167
20237$14.0M$138,600$180,000
20227$11.0M$128,100$163,000

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