BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. has sponsored the creation of one or more 401k plans.
Additional information about BONE & JOINT SPECIALISTS OF WINCHESTER, P.C.
Submission information for form 5500 for 401k plan BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-24 | -3911797 |
| Total expenses incurred by plan in this plan year | 2025-06-24 | 255911 |
| Net assets as of the end of the plan year | 2025-06-24 | 0 |
| Total assets as of the beginning of the plan year | 2025-06-24 | 4169603 |
| Value of plan covered by a fidelity bond | 2025-06-24 | 500000 |
| Other income to plan in this plan year | 2025-06-24 | -1895 |
| Plan net income in this plan year | 2025-06-24 | -257806 |
| Net assets as of the end of the plan year | 2025-06-24 | 0 |
| Net assets as of the beginning of the plan year | 2025-06-24 | 4169603 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-24 | 11308 |
| Total liabilities as of the beginning of the plan year | 2025-03-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-31 | 1093604 |
| Net assets as of the end of the plan year | 2025-03-31 | 4169603 |
| Total assets as of the beginning of the plan year | 2025-03-31 | 4488376 |
| Value of plan covered by a fidelity bond | 2025-03-31 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-31 | 97941 |
| Value of participant loans at end of plan year | 2025-03-31 | 37158 |
| Other income to plan in this plan year | 2025-03-31 | 603272 |
| Plan net income in this plan year | 2025-03-31 | -318773 |
| Net assets as of the end of the plan year | 2025-03-31 | 4169603 |
| Net assets as of the beginning of the plan year | 2025-03-31 | 4488376 |
| Employer contributions to plan in this plan year | 2025-03-31 | 73618 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-31 | 30977 |
| 2024 : BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-21 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-21 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-21 | 1071688 |
| Net assets as of the end of the plan year | 2024-09-21 | 4488376 |
| Total assets as of the beginning of the plan year | 2024-09-21 | 4616507 |
| Value of plan covered by a fidelity bond | 2024-09-21 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-21 | 136208 |
| Value of participant loans at end of plan year | 2024-09-21 | 53673 |
| Other expenses paid from plan in this plan year | 2024-09-21 | 0 |
| Other contributions to plan in this plan year | 2024-09-21 | 24728 |
| Other income to plan in this plan year | 2024-09-21 | 710131 |
| Plan net income in this plan year | 2024-09-21 | -128131 |
| Net assets as of the end of the plan year | 2024-09-21 | 4488376 |
| Net assets as of the beginning of the plan year | 2024-09-21 | 4616507 |
| Employer contributions to plan in this plan year | 2024-09-21 | 72490 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-21 | 31131 |
| 2022 : BONE & JOINT SPECIALISTS OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-10 | 28716 |
| Net assets as of the end of the plan year | 2022-06-10 | 5249249 |
| Total assets as of the beginning of the plan year | 2022-06-10 | 4268571 |
| Value of plan covered by a fidelity bond | 2022-06-10 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-10 | 192520 |
| Value of participant loans at end of plan year | 2022-06-10 | 34383 |
| Other contributions to plan in this plan year | 2022-06-10 | 0 |
| Other income to plan in this plan year | 2022-06-10 | 605280 |
| Plan net income in this plan year | 2022-06-10 | 980678 |
| Net assets as of the end of the plan year | 2022-06-10 | 5249249 |
| Net assets as of the beginning of the plan year | 2022-06-10 | 4268571 |
| Employer contributions to plan in this plan year | 2022-06-10 | 211594 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-10 | 23694 |
| 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 |
