ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST

Plan Contact

  • Contact person: STEVEN M. TRAINA MD
  • Phone: (303) 480-5677

Plan General Information

ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2005, the total retirement plan assets of ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST is $10,594,573.00.This plan was established in 1994.

ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2005, the total number of retirement plan participants in ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST is 90

ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2005, the average participant retirement account value for ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST is $117,717.00

ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2005, the estimated average employee contribution amount per participant for ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST is $4,493.00.

ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST Estimated Average Employer Match

In 2005, the estimated average employer match for an employee in ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST is approximately $3,485.00
Investing in this additonal $3,485.00 for 20 years would give you extra $223,062.00, assuming a 10% annual return.

ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2005, ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST allocates $313,682.00 to match its employees' contributions, providing an employer match rate of 155.12% of their contributions

ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2005, the total retirement plan asset growth rate of ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST is -11.31%.

ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2005, the estimated aggregate retirement account investment gain/loss for ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST is 10.31%. This measures the effectiveness of the plan participants' investments in the year.

ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST Expense Ratio

In 2005, the investment and administrative expense ratio of ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST is 0.43%.

Enrollment Features

ORTHOPEDIC ASSOCIATES, PROF. LLC PROFIT-SHARING PLAN AND TRUST has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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