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THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC.
Employer identification number (EIN):202159335
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01KAREN SIMONTON
0012014-01-01KAREN SIMONTON
0012013-01-01KAREN SIMONTON
0012012-01-01JOHN W. BARNARD
0012011-01-01JOHN W. BARNARD
0012009-01-01JOHN W. BARNARD

Plan Statistics for THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01208
Total number of active participants reported on line 7a of the Form 55002015-01-01175
Number of retired or separated participants receiving benefits2015-01-0123
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01198
Number of participants with account balances2015-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01161
Number of retired or separated participants receiving benefits2014-01-0147
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01208
Number of participants with account balances2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01169
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of retired or separated participants receiving benefits2013-01-0132
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01172
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-0118
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01169
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01174
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01172
Number of participants with account balances2011-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01164
Number of participants with account balances2009-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,667,118
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$362,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$261,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,739,676
Value of total assets at end of year2015-12-31$24,292,946
Value of total assets at beginning of year2015-12-31$22,988,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$100,385
Total interest from all sources2015-12-31$8,558
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$365,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$365,795
Administrative expenses professional fees incurred2015-12-31$100,385
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$730,197
Participant contributions at end of year2015-12-31$191,486
Participant contributions at beginning of year2015-12-31$202,473
Participant contributions at end of year2015-12-31$5,696
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$35,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,304,781
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,292,946
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,988,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,889,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,772,655
Interest on participant loans2015-12-31$8,558
Value of interest in common/collective trusts at end of year2015-12-31$7,229,814
Value of interest in common/collective trusts at beginning of year2015-12-31$4,332,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-549,287
Net investment gain or loss from common/collective trusts2015-12-31$102,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$974,384
Employer contributions (assets) at end of year2015-12-31$976,806
Employer contributions (assets) at beginning of year2015-12-31$680,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$261,952
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COLEY, EUBANK & COMPANY, P.C.
Accountancy firm EIN2015-12-31541881795
2014 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,140,270
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,271,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,178,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,760,903
Value of total assets at end of year2014-12-31$22,988,165
Value of total assets at beginning of year2014-12-31$21,119,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$93,363
Total interest from all sources2014-12-31$7,546
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$480,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$480,976
Administrative expenses professional fees incurred2014-12-31$93,363
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$666,872
Participant contributions at end of year2014-12-31$202,473
Participant contributions at beginning of year2014-12-31$166,737
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$206,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,868,863
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,988,165
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,119,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,772,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,307,985
Income. Interest from loans (other than to participants)2014-12-31$7,546
Value of interest in common/collective trusts at end of year2014-12-31$4,332,630
Value of interest in common/collective trusts at beginning of year2014-12-31$3,926,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$791,422
Net investment gain or loss from common/collective trusts2014-12-31$99,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$887,523
Employer contributions (assets) at end of year2014-12-31$680,407
Employer contributions (assets) at beginning of year2014-12-31$718,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,178,044
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COLEY, EUBANK & COMPANY, P.C.
Accountancy firm EIN2014-12-31541881795
2013 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,570,332
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$802,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$718,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,620,047
Value of total assets at end of year2013-12-31$21,119,302
Value of total assets at beginning of year2013-12-31$17,351,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$84,212
Total interest from all sources2013-12-31$4,927
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$389,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$389,887
Administrative expenses professional fees incurred2013-12-31$84,212
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$635,746
Participant contributions at end of year2013-12-31$166,737
Participant contributions at beginning of year2013-12-31$90,464
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$135,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,767,458
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,119,302
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,351,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,307,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,771,389
Interest on participant loans2013-12-31$4,927
Value of interest in common/collective trusts at end of year2013-12-31$3,926,367
Value of interest in common/collective trusts at beginning of year2013-12-31$3,884,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,471,936
Net investment gain or loss from common/collective trusts2013-12-31$83,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$848,885
Employer contributions (assets) at end of year2013-12-31$718,213
Employer contributions (assets) at beginning of year2013-12-31$605,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$718,662
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COLEY, EUBANK & COMPANY, P.C.
Accountancy firm EIN2013-12-31541881795
2012 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,068,846
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$406,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$329,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,439,163
Value of total assets at end of year2012-12-31$17,351,844
Value of total assets at beginning of year2012-12-31$14,689,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$77,351
Total interest from all sources2012-12-31$4,419
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$338,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$338,520
Administrative expenses professional fees incurred2012-12-31$77,351
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$602,047
Participant contributions at end of year2012-12-31$90,464
Participant contributions at beginning of year2012-12-31$112,310
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,662,454
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,351,844
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,689,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,771,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,394,521
Interest on participant loans2012-12-31$4,419
Value of interest in common/collective trusts at end of year2012-12-31$3,884,315
Value of interest in common/collective trusts at beginning of year2012-12-31$3,476,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$26,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$26,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,190,287
Net investment gain or loss from common/collective trusts2012-12-31$96,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$784,900
Employer contributions (assets) at end of year2012-12-31$605,676
Employer contributions (assets) at beginning of year2012-12-31$679,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$329,041
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COLEY, EUBANK & COMPANY, P.C.
Accountancy firm EIN2012-12-31541881795
2011 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,354,763
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$279,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$202,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,351,864
Value of total assets at end of year2011-12-31$14,689,390
Value of total assets at beginning of year2011-12-31$13,614,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$77,553
Total interest from all sources2011-12-31$5,124
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$250,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$250,494
Administrative expenses professional fees incurred2011-12-31$77,553
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$529,591
Participant contributions at end of year2011-12-31$112,310
Participant contributions at beginning of year2011-12-31$127,046
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$76,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,075,062
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,689,390
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,614,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,394,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,739,888
Interest on participant loans2011-12-31$5,124
Value of interest in common/collective trusts at end of year2011-12-31$3,476,625
Value of interest in common/collective trusts at beginning of year2011-12-31$2,257,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$26,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-315,033
Net investment gain or loss from common/collective trusts2011-12-31$62,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$745,741
Employer contributions (assets) at end of year2011-12-31$679,175
Employer contributions (assets) at beginning of year2011-12-31$489,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$202,148
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COLEY, EUBANK & COMPANY, P.C.
Accountancy firm EIN2011-12-31541881795
2010 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,014,599
Total loss/gain on sale of assets2010-12-31$22,775
Total of all expenses incurred2010-12-31$265,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$178,599
Expenses. Certain deemed distributions of participant loans2010-12-31$21,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,465,289
Value of total assets at end of year2010-12-31$13,614,328
Value of total assets at beginning of year2010-12-31$8,864,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$64,534
Total interest from all sources2010-12-31$6,320
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$217,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$217,517
Administrative expenses professional fees incurred2010-12-31$64,534
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$487,351
Participant contributions at end of year2010-12-31$127,046
Participant contributions at beginning of year2010-12-31$118,042
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,274,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,749,555
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,614,328
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,864,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,739,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,836,507
Interest on participant loans2010-12-31$6,320
Value of interest in common/collective trusts at end of year2010-12-31$2,257,897
Value of interest in common/collective trusts at beginning of year2010-12-31$1,271,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,255,828
Net investment gain or loss from common/collective trusts2010-12-31$46,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$703,916
Employer contributions (assets) at end of year2010-12-31$489,497
Employer contributions (assets) at beginning of year2010-12-31$390,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$178,599
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$248,649
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$271,424
Aggregate carrying amount (costs) on sale of assets2010-12-31$248,649
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COLEY, EUBANK & COMPANY, P.C.
Accountancy firm EIN2010-12-31541881795
2009 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2015: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND 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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