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Plan Name | BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | MICHAEL VANDERFORD | 2023-09-21 | ||
001 | 2021-01-01 | JOHN H MORANA JR | 2022-06-10 | ||
001 | 2020-01-01 | JOHN H MORANA JR | 2021-07-13 | ||
001 | 2020-01-01 | JOHN H MORANA JR | 2021-07-12 | ||
001 | 2019-01-01 | JOHN H MORANA JR | 2020-07-27 | ||
001 | 2018-01-01 | JOHN H MORANA JR | 2019-08-26 | ||
001 | 2017-01-01 | JOHN H MORANA JR | 2018-06-01 | ||
001 | 2016-01-01 | JOHN H MORANA JR | 2017-04-17 | ||
001 | 2015-01-01 | JOHN H MORANA JR | 2016-06-21 | ||
001 | 2014-01-01 | JOHN H MORANA JR | 2015-09-01 | ||
001 | 2013-01-01 | JOHN H MORANA JR | 2014-08-26 | ||
001 | 2012-01-01 | JOHN H MORANA JR | |||
001 | 2011-01-01 | THOMAS DAUGHERTY MD | |||
001 | 2010-01-01 | THOMAS W DAUGHERTY | |||
001 | 2009-01-01 | THOMAS W DAUGHERTY |
Measure | Date | Value |
---|---|---|
2012: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 33 |
Total participants | 2012-01-01 | 33 |
Number of participants with account balances | 2012-01-01 | 33 |
2011: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 29 |
Total participants | 2011-01-01 | 29 |
Number of participants with account balances | 2011-01-01 | 29 |
2010: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 29 |
Total participants | 2010-01-01 | 29 |
Number of participants with account balances | 2010-01-01 | 29 |
2009: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 23 |
Total participants | 2009-01-01 | 23 |
Number of participants with account balances | 2009-01-01 | 23 |
Measure | Date | Value |
---|---|---|
2012 : BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $887,282 |
Expenses. Total of all expenses incurred | 2012-12-31 | $3,039,185 |
Benefits paid (including direct rollovers) | 2012-12-31 | $2,975,982 |
Total plan assets at end of year | 2012-12-31 | $2,971,094 |
Total plan assets at beginning of year | 2012-12-31 | $5,122,997 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $118,978 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $28,539 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 sources | 2011-12-31 | $674,090 |
Expenses. Total of all expenses incurred | 2011-12-31 | $111,481 |
Benefits paid (including direct rollovers) | 2011-12-31 | $49,380 |
Total plan assets at end of year | 2011-12-31 | $5,122,997 |
Total plan assets at beginning of year | 2011-12-31 | $4,560,388 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $105,779 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $505,944 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $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 sources | 2010-12-31 | $797,478 |
Expenses. Total of all expenses incurred | 2010-12-31 | $40,986 |
Total plan assets at end of year | 2010-12-31 | $4,560,388 |
Total plan assets at beginning of year | 2010-12-31 | $3,803,896 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $95,085 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $374,437 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 |
2012: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |