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BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 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.
  • 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

BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:BONE & JOINT SPECIALISTS OF WINCHESTER, P.C.
Employer identification number (EIN):202316909
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about BONE & JOINT SPECIALISTS OF WINCHESTER, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2005-02-10
Company Identification Number: 0631595
Legal Registered Office Address: 190 CAMPUS BLVD

WINCHESTER
United States of America (USA)
22601

More information about BONE & JOINT SPECIALISTS OF WINCHESTER, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL VANDERFORD2023-09-21
0012021-01-01JOHN H MORANA JR2022-06-10
0012020-01-01JOHN H MORANA JR2021-07-13
0012020-01-01JOHN H MORANA JR2021-07-12
0012019-01-01JOHN H MORANA JR2020-07-27
0012018-01-01JOHN H MORANA JR2019-08-26
0012017-01-01JOHN H MORANA JR2018-06-01
0012016-01-01JOHN H MORANA JR2017-04-17
0012015-01-01JOHN H MORANA JR2016-06-21
0012014-01-01JOHN H MORANA JR2015-09-01
0012013-01-01JOHN H MORANA JR2014-08-26
0012012-01-01JOHN H MORANA JR
0012011-01-01THOMAS DAUGHERTY MD
0012010-01-01THOMAS W DAUGHERTY
0012009-01-01THOMAS W DAUGHERTY

Plan Statistics for BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0133
Total participants2012-01-0133
Number of participants with account balances2012-01-0133
2011: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0129
Total participants2011-01-0129
Number of participants with account balances2011-01-0129
2010: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0123
Total number of active participants reported on line 7a of the Form 55002010-01-0124
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0129
Total participants2010-01-0129
Number of participants with account balances2010-01-0129
2009: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0123
Total participants2009-01-0123
Number of participants with account balances2009-01-0123

Financial Data on BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012 : BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$887,282
Expenses. Total of all expenses incurred2012-12-31$3,039,185
Benefits paid (including direct rollovers)2012-12-31$2,975,982
Total plan assets at end of year2012-12-31$2,971,094
Total plan assets at beginning of year2012-12-31$5,122,997
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$118,978
Contributions received from other sources (not participants or employers)2012-12-31$28,539
Other income received2012-12-31$593,160
Net income (gross income less expenses)2012-12-31$-2,151,903
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,971,094
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,122,997
Assets. Value of participant loans2012-12-31$12,272
Total contributions received or receivable from employer(s)2012-12-31$146,605
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$63,203
2011 : BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$674,090
Expenses. Total of all expenses incurred2011-12-31$111,481
Benefits paid (including direct rollovers)2011-12-31$49,380
Total plan assets at end of year2011-12-31$5,122,997
Total plan assets at beginning of year2011-12-31$4,560,388
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$105,779
Contributions received from other sources (not participants or employers)2011-12-31$505,944
Other income received2011-12-31$-83,785
Net income (gross income less expenses)2011-12-31$562,609
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,122,997
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,560,388
Assets. Value of participant loans2011-12-31$13,685
Assets. Value of real-estate (other than employer real property)2011-12-31$374,437
Total contributions received or receivable from employer(s)2011-12-31$146,152
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$62,101
2010 : BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$797,478
Expenses. Total of all expenses incurred2010-12-31$40,986
Total plan assets at end of year2010-12-31$4,560,388
Total plan assets at beginning of year2010-12-31$3,803,896
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$95,085
Assets. Value of loans (other than to participants)2010-12-31$374,437
Other income received2010-12-31$592,842
Net income (gross income less expenses)2010-12-31$756,492
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,560,388
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,803,896
Assets. Value of participant loans2010-12-31$19,451
Total contributions received or receivable from employer(s)2010-12-31$109,551
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$40,986

Form 5500 Responses for BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN

2012: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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