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THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THREE RIVERS ORTHOPAEDICS PA has sponsored the creation of one or more 401k plans.

Company Name:THREE RIVERS ORTHOPAEDICS PA
Employer identification number (EIN):200024562
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ANN MORISSETTE
0012017-01-01ANN MORISSETTE
0012016-01-01JOSEPH J. CALDWELL
0012015-01-01JOSEPH J CALDWELL, MD
0012014-01-01KRISTINA TURNER
0012013-01-01HEATHER MACPHEE, PRACTICE MANAGER
0012012-01-01THREE RIVERS ORTHOPAEDICS PA
0012011-01-01THREE RIVERS ORTHOPAEDICS PA
0012009-01-01THREE RIVERS ORTHOPAEDICS PA

Plan Statistics for THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0114
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0114
Number of participants with account balances2021-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Number of participants with account balances2020-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0115
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0114
Number of participants with account balances2019-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0115
Number of participants with account balances2018-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0117
Number of participants with account balances2017-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2009: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-21$0
Total plan liabilities at end of year2022-12-21$0
Total plan liabilities at beginning of year2022-12-21$0
Total income from all sources2022-12-21$-89,069
Expenses. Total of all expenses incurred2022-12-21$1,091,927
Benefits paid (including direct rollovers)2022-12-21$1,088,244
Total plan assets at end of year2022-12-21$0
Total plan assets at beginning of year2022-12-21$1,180,996
Value of fidelity bond covering the plan2022-12-21$150,000
Total contributions received or receivable from participants2022-12-21$368
Expenses. Other expenses not covered elsewhere2022-12-21$0
Contributions received from other sources (not participants or employers)2022-12-21$0
Other income received2022-12-21$-89,732
Net income (gross income less expenses)2022-12-21$-1,180,996
Net plan assets at end of year (total assets less liabilities)2022-12-21$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-21$1,180,996
Total contributions received or receivable from employer(s)2022-12-21$295
Value of certain deemed distributions of participant loans2022-12-21$0
Value of corrective distributions2022-12-21$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-21$3,683
2021 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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$375,919
Expenses. Total of all expenses incurred2021-12-31$1,727,602
Benefits paid (including direct rollovers)2021-12-31$1,716,497
Total plan assets at end of year2021-12-31$1,180,996
Total plan assets at beginning of year2021-12-31$2,532,679
Value of fidelity bond covering the plan2021-12-31$253,268
Total contributions received or receivable from participants2021-12-31$34,941
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$276,575
Net income (gross income less expenses)2021-12-31$-1,351,683
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,180,996
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,532,679
Assets. Value of participant loans2021-12-31$41,851
Total contributions received or receivable from employer(s)2021-12-31$64,403
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$11,105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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$839,692
Expenses. Total of all expenses incurred2020-12-31$6,276
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$2,532,679
Total plan assets at beginning of year2020-12-31$1,699,263
Value of fidelity bond covering the plan2020-12-31$169,926
Total contributions received or receivable from participants2020-12-31$36,970
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$738,887
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$833,416
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,532,679
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,699,263
Assets. Value of participant loans2020-12-31$3,007
Total contributions received or receivable from employer(s)2020-12-31$63,835
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$6,276
2019 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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$476,541
Expenses. Total of all expenses incurred2019-12-31$49,187
Benefits paid (including direct rollovers)2019-12-31$49,037
Total plan assets at end of year2019-12-31$1,699,263
Total plan assets at beginning of year2019-12-31$1,271,909
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$31,868
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$393,821
Net income (gross income less expenses)2019-12-31$427,354
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,699,263
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,271,909
Assets. Value of participant loans2019-12-31$5,770
Total contributions received or receivable from employer(s)2019-12-31$50,852
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$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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$120,160
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,271,909
Total plan assets at beginning of year2018-12-31$1,151,749
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$30,453
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$20,090
Net income (gross income less expenses)2018-12-31$120,160
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,271,909
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,151,749
Assets. Value of participant loans2018-12-31$8,394
Total contributions received or receivable from employer(s)2018-12-31$69,617
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$0
2017 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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$293,877
Expenses. Total of all expenses incurred2017-12-31$19,777
Benefits paid (including direct rollovers)2017-12-31$19,702
Total plan assets at end of year2017-12-31$1,151,749
Total plan assets at beginning of year2017-12-31$877,649
Value of fidelity bond covering the plan2017-12-31$87,765
Total contributions received or receivable from participants2017-12-31$31,166
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$211,760
Net income (gross income less expenses)2017-12-31$274,100
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,151,749
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$877,649
Assets. Value of participant loans2017-12-31$10,890
Total contributions received or receivable from employer(s)2017-12-31$50,951
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$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$149,240
Expenses. Total of all expenses incurred2016-12-31$87,429
Benefits paid (including direct rollovers)2016-12-31$87,289
Total plan assets at end of year2016-12-31$877,649
Total plan assets at beginning of year2016-12-31$815,838
Value of fidelity bond covering the plan2016-12-31$81,584
Total contributions received or receivable from participants2016-12-31$33,699
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$33,961
Net income (gross income less expenses)2016-12-31$61,811
Net plan assets at end of year (total assets less liabilities)2016-12-31$877,649
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$815,838
Total contributions received or receivable from employer(s)2016-12-31$81,580
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$112,754
Expenses. Total of all expenses incurred2015-12-31$699
Benefits paid (including direct rollovers)2015-12-31$634
Total plan assets at end of year2015-12-31$815,838
Total plan assets at beginning of year2015-12-31$703,783
Value of fidelity bond covering the plan2015-12-31$70,378
Total contributions received or receivable from participants2015-12-31$32,058
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$5,533
Net income (gross income less expenses)2015-12-31$112,055
Net plan assets at end of year (total assets less liabilities)2015-12-31$815,838
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$703,783
Total contributions received or receivable from employer(s)2015-12-31$75,163
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$151,126
Expenses. Total of all expenses incurred2014-12-31$18,074
Benefits paid (including direct rollovers)2014-12-31$18,009
Total plan assets at end of year2014-12-31$703,783
Total plan assets at beginning of year2014-12-31$570,731
Value of fidelity bond covering the plan2014-12-31$57,073
Total contributions received or receivable from participants2014-12-31$34,705
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$55,946
Net income (gross income less expenses)2014-12-31$133,052
Net plan assets at end of year (total assets less liabilities)2014-12-31$703,783
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$570,731
Total contributions received or receivable from employer(s)2014-12-31$60,475
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$222,927
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$570,731
Total plan assets at beginning of year2013-12-31$347,804
Value of fidelity bond covering the plan2013-12-31$34,780
Total contributions received or receivable from participants2013-12-31$34,321
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$127,291
Net income (gross income less expenses)2013-12-31$222,927
Net plan assets at end of year (total assets less liabilities)2013-12-31$570,731
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$347,804
Total contributions received or receivable from employer(s)2013-12-31$61,315
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$91,627
Expenses. Total of all expenses incurred2012-12-31$3,476
Benefits paid (including direct rollovers)2012-12-31$3,411
Total plan assets at end of year2012-12-31$347,804
Total plan assets at beginning of year2012-12-31$259,653
Value of fidelity bond covering the plan2012-12-31$25,965
Total contributions received or receivable from participants2012-12-31$28,369
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$7,707
Other income received2012-12-31$43,088
Net income (gross income less expenses)2012-12-31$88,151
Net plan assets at end of year (total assets less liabilities)2012-12-31$347,804
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$259,653
Assets. Value of participant loans2012-12-31$2,380
Total contributions received or receivable from employer(s)2012-12-31$12,463
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$26,009
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$259,653
Total plan assets at beginning of year2011-12-31$233,644
Value of fidelity bond covering the plan2011-12-31$23,364
Total contributions received or receivable from participants2011-12-31$28,575
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-17,134
Net income (gross income less expenses)2011-12-31$26,009
Net plan assets at end of year (total assets less liabilities)2011-12-31$259,653
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$233,644
Assets. Value of participant loans2011-12-31$13,825
Total contributions received or receivable from employer(s)2011-12-31$14,568
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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$69,121
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$233,644
Total plan assets at beginning of year2010-12-31$164,523
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$26,490
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$29,178
Net income (gross income less expenses)2010-12-31$69,121
Net plan assets at end of year (total assets less liabilities)2010-12-31$233,644
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$164,523
Assets. Value of participant loans2010-12-31$34,590
Total contributions received or receivable from employer(s)2010-12-31$13,453
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

Form 5500 Responses for THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST

2022: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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
2016: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THREE RIVERS ORTHOPAEDICS PA 401(K) PROFIT SHARING PLAN & TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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