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THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 401k Plan overview

Plan NameTHE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN
Plan identification number 001

THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

SOUTH SHORE ORTHOPEDICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:SOUTH SHORE ORTHOPEDICS, LLC
Employer identification number (EIN):208206420
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 SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01OWEN MCCONVILLE2023-10-16
0012021-01-01OWEN MCCONVILLE2022-10-17
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01OWEN MCCONVILLE
0012016-01-01OWEN MCCONVILLE
0012015-01-01OWEN MCCONVILLE
0012014-01-01OWEN MCCONVILLE2015-04-02
0012013-01-01OWEN MCCONVILLE
0012012-01-01OWEN MCCONVILLE
0012011-01-01OWEN MCCONVILLE
0012010-01-01OWEN MCCONVILLE
0012009-01-01OWEN MCCONVILLE

Plan Statistics for THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN

401k plan membership statisitcs for THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN

Measure Date Value
2022: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01135
Total number of active participants reported on line 7a of the Form 55002022-01-01104
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01149
Number of participants with account balances2022-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-01102
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01129
Number of participants with account balances2021-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01112
Total number of active participants reported on line 7a of the Form 55002020-01-0190
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01114
Number of participants with account balances2020-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01106
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01106
Number of participants with account balances2019-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01101
Total number of active participants reported on line 7a of the Form 55002018-01-0178
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01104
Number of participants with account balances2018-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0169
Total number of active participants reported on line 7a of the Form 55002017-01-0168
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0195
Number of participants with account balances2017-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0173
Total number of active participants reported on line 7a of the Form 55002016-01-0170
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0197
Number of participants with account balances2016-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0167
Total number of active participants reported on line 7a of the Form 55002015-01-0151
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0173
Number of participants with account balances2015-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2013: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0153
Total number of active participants reported on line 7a of the Form 55002013-01-0155
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0162
Number of participants with account balances2013-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0145
Total number of active participants reported on line 7a of the Form 55002012-01-0144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0153
Number of participants with account balances2012-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0143
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0145
Number of participants with account balances2011-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0133
Total number of active participants reported on line 7a of the Form 55002010-01-0135
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0143
Number of participants with account balances2010-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0138
Total number of active participants reported on line 7a of the Form 55002009-01-0132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0133
Number of participants with account balances2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN

Measure Date Value
2022 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$625
Total income from all sources (including contributions)2022-12-31$-616,797
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$338,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$336,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,119,835
Value of total assets at end of year2022-12-31$13,967,450
Value of total assets at beginning of year2022-12-31$14,923,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,118
Total interest from all sources2022-12-31$4,181
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,118
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$419,409
Participant contributions at end of year2022-12-31$58,836
Participant contributions at beginning of year2022-12-31$57,664
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$625
Total non interest bearing cash at end of year2022-12-31$61,996
Total non interest bearing cash at beginning of year2022-12-31$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-955,562
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,967,450
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,923,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,846,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,277,824
Interest on participant loans2022-12-31$4,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,740,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$700,426
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$587,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$336,647
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRAY, CALLISON & JONES, CPA, PC
Accountancy firm EIN2022-12-31814888848
2021 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$625
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,413,575
Expenses. Total of all expenses incurred2021-12-31$60,723
Benefits paid (including direct rollovers)2021-12-31$57,298
Total plan assets at end of year2021-12-31$14,923,637
Total plan assets at beginning of year2021-12-31$12,570,160
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$435,544
Contributions received from other sources (not participants or employers)2021-12-31$135,059
Other income received2021-12-31$1,255,448
Net income (gross income less expenses)2021-12-31$2,352,852
Net plan assets at end of year (total assets less liabilities)2021-12-31$14,923,012
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,570,160
Assets. Value of participant loans2021-12-31$57,665
Total contributions received or receivable from employer(s)2021-12-31$587,524
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,192,132
Expenses. Total of all expenses incurred2020-12-31$110,496
Benefits paid (including direct rollovers)2020-12-31$107,182
Total plan assets at end of year2020-12-31$12,570,160
Total plan assets at beginning of year2020-12-31$10,488,524
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$427,785
Contributions received from other sources (not participants or employers)2020-12-31$118,242
Other income received2020-12-31$1,082,849
Net income (gross income less expenses)2020-12-31$2,081,636
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,570,160
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,488,524
Assets. Value of participant loans2020-12-31$67,138
Total contributions received or receivable from employer(s)2020-12-31$563,256
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,314
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,612,320
Expenses. Total of all expenses incurred2019-12-31$64,586
Benefits paid (including direct rollovers)2019-12-31$64,586
Total plan assets at end of year2019-12-31$10,488,524
Total plan assets at beginning of year2019-12-31$8,940,790
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$357,883
Contributions received from other sources (not participants or employers)2019-12-31$7,515
Other income received2019-12-31$717,748
Net income (gross income less expenses)2019-12-31$1,547,734
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,488,524
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,940,790
Assets. Value of participant loans2019-12-31$80,085
Total contributions received or receivable from employer(s)2019-12-31$529,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$282,757
Expenses. Total of all expenses incurred2018-12-31$26,040
Benefits paid (including direct rollovers)2018-12-31$26,040
Total plan assets at end of year2018-12-31$8,940,790
Total plan assets at beginning of year2018-12-31$8,684,073
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$346,211
Other income received2018-12-31$-563,629
Net income (gross income less expenses)2018-12-31$256,717
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,940,790
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,684,073
Assets. Value of participant loans2018-12-31$42,096
Total contributions received or receivable from employer(s)2018-12-31$500,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,222,184
Expenses. Total of all expenses incurred2017-12-31$185,565
Benefits paid (including direct rollovers)2017-12-31$185,565
Total plan assets at end of year2017-12-31$8,684,073
Total plan assets at beginning of year2017-12-31$7,647,454
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$325,962
Other income received2017-12-31$399,154
Net income (gross income less expenses)2017-12-31$1,036,619
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,684,073
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,647,454
Assets. Value of participant loans2017-12-31$46,363
Total contributions received or receivable from employer(s)2017-12-31$497,068
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,154,220
Expenses. Total of all expenses incurred2016-12-31$113,834
Benefits paid (including direct rollovers)2016-12-31$113,834
Total plan assets at end of year2016-12-31$7,647,454
Total plan assets at beginning of year2016-12-31$6,607,068
Value of fidelity bond covering the plan2016-12-31$0
Assets. Value of tangible personal property2016-12-31$0
Total contributions received or receivable from participants2016-12-31$303,526
Assets. Value of loans (other than to participants)2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$452,619
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,040,386
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,647,454
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,607,068
Assets. Value of participant loans2016-12-31$53,817
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Assets. Value of real-estate (other than employer real property)2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Assets. Value of employer securities2016-12-31$0
Assets. Value of employer real property2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$398,075
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$742,615
Expenses. Total of all expenses incurred2015-12-31$8,911
Benefits paid (including direct rollovers)2015-12-31$8,911
Total plan assets at end of year2015-12-31$6,607,068
Total plan assets at beginning of year2015-12-31$5,873,364
Value of fidelity bond covering the plan2015-12-31$0
Assets. Value of tangible personal property2015-12-31$0
Total contributions received or receivable from participants2015-12-31$258,434
Assets. Value of loans (other than to participants)2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$44,610
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$733,704
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,607,068
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,873,364
Assets. Value of participant loans2015-12-31$59,304
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Assets. Value of real-estate (other than employer real property)2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Assets. Value of employer securities2015-12-31$0
Assets. Value of employer real property2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$439,571
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2013 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$838,284
Expenses. Total of all expenses incurred2013-12-31$62,615
Benefits paid (including direct rollovers)2013-12-31$62,485
Total plan assets at end of year2013-12-31$4,984,394
Total plan assets at beginning of year2013-12-31$4,208,725
Value of fidelity bond covering the plan2013-12-31$0
Assets. Value of tangible personal property2013-12-31$0
Total contributions received or receivable from participants2013-12-31$220,018
Assets. Value of loans (other than to participants)2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$235,856
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$775,669
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,984,394
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,208,725
Assets. Value of participant loans2013-12-31$45,860
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Assets. Value of assets in partnership/joint-venture interests2013-12-31$0
Assets. Value of real-estate (other than employer real property)2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Assets. Value of employer securities2013-12-31$0
Assets. Value of employer real property2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$382,410
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$841,597
Expenses. Total of all expenses incurred2012-12-31$26,991
Benefits paid (including direct rollovers)2012-12-31$26,901
Total plan assets at end of year2012-12-31$4,208,725
Total plan assets at beginning of year2012-12-31$3,394,119
Value of fidelity bond covering the plan2012-12-31$0
Assets. Value of tangible personal property2012-12-31$0
Total contributions received or receivable from participants2012-12-31$185,248
Assets. Value of loans (other than to participants)2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$90
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$301,827
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$814,606
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,208,725
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,394,119
Assets. Value of participant loans2012-12-31$4,571
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Assets. Value of assets in partnership/joint-venture interests2012-12-31$0
Assets. Value of real-estate (other than employer real property)2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Assets. Value of employer securities2012-12-31$0
Assets. Value of employer real property2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$354,522
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$393,159
Expenses. Total of all expenses incurred2011-12-31$26,330
Benefits paid (including direct rollovers)2011-12-31$26,330
Total plan assets at end of year2011-12-31$3,394,119
Total plan assets at beginning of year2011-12-31$3,027,290
Value of fidelity bond covering the plan2011-12-31$0
Assets. Value of tangible personal property2011-12-31$0
Total contributions received or receivable from participants2011-12-31$152,322
Assets. Value of loans (other than to participants)2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$6,126
Other income received2011-12-31$-72,543
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$366,829
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,394,119
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,027,290
Assets. Value of participant loans2011-12-31$8,101
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Assets. Value of real-estate (other than employer real property)2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Assets. Value of employer securities2011-12-31$0
Assets. Value of employer real property2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$307,254
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$793,413
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$3,027,290
Total plan assets at beginning of year2010-12-31$2,233,877
Value of fidelity bond covering the plan2010-12-31$0
Assets. Value of tangible personal property2010-12-31$0
Total contributions received or receivable from participants2010-12-31$151,898
Assets. Value of loans (other than to participants)2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$255,605
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$793,413
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,027,290
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,233,877
Assets. Value of participant loans2010-12-31$12,780
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Assets. Value of real-estate (other than employer real property)2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$0
Assets. Value of employer real property2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$385,910
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 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 SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN

2022: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 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
2013: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SOUTH SHORE ORTHOPEDICS RETIREMENT 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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