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BONE & JOINT SPECIALIST 401K PLAN 401k Plan overview

Plan NameBONE & JOINT SPECIALIST 401K PLAN
Plan identification number 001

BONE & JOINT SPECIALIST 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

BONE & JOINT SPECIALIST, PLLC has sponsored the creation of one or more 401k plans.

Company Name:BONE & JOINT SPECIALIST, PLLC
Employer identification number (EIN):200402330
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BONE & JOINT SPECIALIST 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01BLAKE CHANDLER, MD
0012015-01-01BLAKE CHANDLER, MD
0012014-01-01BLAKE CHANDLER, MD
0012013-01-01BLAKE CHANDLER, MD
0012012-01-01BLAKE CHANDLER, MD
0012011-01-01BLAKE CHANDLER, MD
0012010-01-01BLAKE CHANDLER, MD

Financial Data on BONE & JOINT SPECIALIST 401K PLAN

Measure Date Value
2016 : BONE & JOINT SPECIALIST 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$3,531
Expenses. Total of all expenses incurred2016-12-31$1,174,714
Benefits paid (including direct rollovers)2016-12-31$1,174,714
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$1,171,183
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$3,531
Net income (gross income less expenses)2016-12-31$-1,171,183
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,171,183
2015 : BONE & JOINT SPECIALIST 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$-27,646
Expenses. Total of all expenses incurred2015-12-31$306,771
Benefits paid (including direct rollovers)2015-12-31$306,771
Total plan assets at end of year2015-12-31$1,171,183
Total plan assets at beginning of year2015-12-31$1,505,600
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-27,646
Net income (gross income less expenses)2015-12-31$-334,417
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,171,183
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,505,600
2014 : BONE & JOINT SPECIALIST 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$171,064
Expenses. Total of all expenses incurred2014-12-31$96,094
Benefits paid (including direct rollovers)2014-12-31$96,094
Total plan assets at end of year2014-12-31$1,505,600
Total plan assets at beginning of year2014-12-31$1,430,630
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$47,791
Other income received2014-12-31$57,253
Net income (gross income less expenses)2014-12-31$74,970
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,505,600
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,430,630
Total contributions received or receivable from employer(s)2014-12-31$66,020
2013 : BONE & JOINT SPECIALIST 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$317,944
Expenses. Total of all expenses incurred2013-12-31$38,355
Benefits paid (including direct rollovers)2013-12-31$38,355
Total plan assets at end of year2013-12-31$1,430,630
Total plan assets at beginning of year2013-12-31$1,151,041
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$61,327
Other income received2013-12-31$177,434
Net income (gross income less expenses)2013-12-31$279,589
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,430,630
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,151,041
Total contributions received or receivable from employer(s)2013-12-31$79,183
2012 : BONE & JOINT SPECIALIST 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$222,257
Expenses. Total of all expenses incurred2012-12-31$20,202
Benefits paid (including direct rollovers)2012-12-31$20,202
Total plan assets at end of year2012-12-31$1,151,041
Total plan assets at beginning of year2012-12-31$948,986
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$44,634
Other income received2012-12-31$109,815
Net income (gross income less expenses)2012-12-31$202,055
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,151,041
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$948,986
Total contributions received or receivable from employer(s)2012-12-31$67,808
2011 : BONE & JOINT SPECIALIST 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$107,792
Expenses. Total of all expenses incurred2011-12-31$66,201
Benefits paid (including direct rollovers)2011-12-31$66,201
Total plan assets at end of year2011-12-31$948,986
Total plan assets at beginning of year2011-12-31$907,395
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$43,403
Other income received2011-12-31$-2,936
Net income (gross income less expenses)2011-12-31$41,591
Net plan assets at end of year (total assets less liabilities)2011-12-31$948,986
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$907,395
Total contributions received or receivable from employer(s)2011-12-31$67,325
2010 : BONE & JOINT SPECIALIST 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$241,711
Expenses. Total of all expenses incurred2010-12-31$34,910
Benefits paid (including direct rollovers)2010-12-31$34,910
Total plan assets at end of year2010-12-31$907,395
Total plan assets at beginning of year2010-12-31$700,594
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$54,294
Contributions received from other sources (not participants or employers)2010-12-31$4,034
Other income received2010-12-31$111,133
Net income (gross income less expenses)2010-12-31$206,801
Net plan assets at end of year (total assets less liabilities)2010-12-31$907,395
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$700,594
Total contributions received or receivable from employer(s)2010-12-31$72,250

Form 5500 Responses for BONE & JOINT SPECIALIST 401K PLAN

2016: BONE & JOINT SPECIALIST 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BONE & JOINT SPECIALIST 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BONE & JOINT SPECIALIST 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BONE & JOINT SPECIALIST 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BONE & JOINT SPECIALIST 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BONE & JOINT SPECIALIST 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BONE & JOINT SPECIALIST 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824675
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824675
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824675
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824675
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824675
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27202
Policy instance 1

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