SOUTH SHORE ORTHOPEDICS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN
Measure | Date | Value |
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2022: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 39 |
Total of all active and inactive participants | 2022-01-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 149 |
Number of participants with account balances | 2022-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 12 |
2021: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 21 |
Total of all active and inactive participants | 2021-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 129 |
Number of participants with account balances | 2021-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 6 |
2020: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 24 |
Total of all active and inactive participants | 2020-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 114 |
Number of participants with account balances | 2020-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 23 |
Total of all active and inactive participants | 2019-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 106 |
Number of participants with account balances | 2019-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 7 |
2018: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 26 |
Total of all active and inactive participants | 2018-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 104 |
Number of participants with account balances | 2018-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 6 |
2017: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 25 |
Total of all active and inactive participants | 2017-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 95 |
Number of participants with account balances | 2017-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 9 |
2016: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 24 |
Total of all active and inactive participants | 2016-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 97 |
Number of participants with account balances | 2016-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 21 |
Total of all active and inactive participants | 2015-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 73 |
Number of participants with account balances | 2015-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2013: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 62 |
Number of participants with account balances | 2013-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 53 |
Number of participants with account balances | 2012-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
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 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 45 |
Number of participants with account balances | 2011-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
Total of all active and inactive participants | 2010-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 43 |
Number of participants with account balances | 2010-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 33 |
Number of participants with account balances | 2009-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2022 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $338,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $13,967,450 |
Value of total assets at beginning of year | 2022-12-31 | $14,923,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,118 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $2,118 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $419,409 |
Participant contributions at end of year | 2022-12-31 | $58,836 |
Participant contributions at beginning of year | 2022-12-31 | $57,664 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $625 |
Total non interest bearing cash at end of year | 2022-12-31 | $61,996 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $625 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,846,618 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,277,824 |
Interest on participant loans | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $700,426 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $587,524 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $336,647 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRAY, CALLISON & JONES, CPA, PC |
Accountancy firm EIN | 2022-12-31 | 814888848 |
2021 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $625 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $2,413,575 |
Expenses. Total of all expenses incurred | 2021-12-31 | $60,723 |
Benefits paid (including direct rollovers) | 2021-12-31 | $57,298 |
Total plan assets at end of year | 2021-12-31 | $14,923,637 |
Total plan assets at beginning of year | 2021-12-31 | $12,570,160 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $435,544 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $135,059 |
Other income received | 2021-12-31 | $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 loans | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
2020 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $2,192,132 |
Expenses. Total of all expenses incurred | 2020-12-31 | $110,496 |
Benefits paid (including direct rollovers) | 2020-12-31 | $107,182 |
Total plan assets at end of year | 2020-12-31 | $12,570,160 |
Total plan assets at beginning of year | 2020-12-31 | $10,488,524 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $427,785 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $118,242 |
Other income received | 2020-12-31 | $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 loans | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
2019 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,612,320 |
Expenses. Total of all expenses incurred | 2019-12-31 | $64,586 |
Benefits paid (including direct rollovers) | 2019-12-31 | $64,586 |
Total plan assets at end of year | 2019-12-31 | $10,488,524 |
Total plan assets at beginning of year | 2019-12-31 | $8,940,790 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $357,883 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $7,515 |
Other income received | 2019-12-31 | $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 loans | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $282,757 |
Expenses. Total of all expenses incurred | 2018-12-31 | $26,040 |
Benefits paid (including direct rollovers) | 2018-12-31 | $26,040 |
Total plan assets at end of year | 2018-12-31 | $8,940,790 |
Total plan assets at beginning of year | 2018-12-31 | $8,684,073 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $346,211 |
Other income received | 2018-12-31 | $-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 loans | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,222,184 |
Expenses. Total of all expenses incurred | 2017-12-31 | $185,565 |
Benefits paid (including direct rollovers) | 2017-12-31 | $185,565 |
Total plan assets at end of year | 2017-12-31 | $8,684,073 |
Total plan assets at beginning of year | 2017-12-31 | $7,647,454 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $325,962 |
Other income received | 2017-12-31 | $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 loans | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,154,220 |
Expenses. Total of all expenses incurred | 2016-12-31 | $113,834 |
Benefits paid (including direct rollovers) | 2016-12-31 | $113,834 |
Total plan assets at end of year | 2016-12-31 | $7,647,454 |
Total plan assets at beginning of year | 2016-12-31 | $6,607,068 |
Value of fidelity bond covering the plan | 2016-12-31 | $0 |
Assets. Value of tangible personal property | 2016-12-31 | $0 |
Total contributions received or receivable from participants | 2016-12-31 | $303,526 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $452,619 |
Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $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 year | 2016-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2016-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $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 2510.3-102 | 2016-12-31 | $0 |
Assets. Value of employer securities | 2016-12-31 | $0 |
Assets. Value of employer real property | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $742,615 |
Expenses. Total of all expenses incurred | 2015-12-31 | $8,911 |
Benefits paid (including direct rollovers) | 2015-12-31 | $8,911 |
Total plan assets at end of year | 2015-12-31 | $6,607,068 |
Total plan assets at beginning of year | 2015-12-31 | $5,873,364 |
Value of fidelity bond covering the plan | 2015-12-31 | $0 |
Assets. Value of tangible personal property | 2015-12-31 | $0 |
Total contributions received or receivable from participants | 2015-12-31 | $258,434 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $44,610 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2015-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $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 2510.3-102 | 2015-12-31 | $0 |
Assets. Value of employer securities | 2015-12-31 | $0 |
Assets. Value of employer real property | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2013 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $838,284 |
Expenses. Total of all expenses incurred | 2013-12-31 | $62,615 |
Benefits paid (including direct rollovers) | 2013-12-31 | $62,485 |
Total plan assets at end of year | 2013-12-31 | $4,984,394 |
Total plan assets at beginning of year | 2013-12-31 | $4,208,725 |
Value of fidelity bond covering the plan | 2013-12-31 | $0 |
Assets. Value of tangible personal property | 2013-12-31 | $0 |
Total contributions received or receivable from participants | 2013-12-31 | $220,018 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $235,856 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $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 year | 2013-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $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 2510.3-102 | 2013-12-31 | $0 |
Assets. Value of employer securities | 2013-12-31 | $0 |
Assets. Value of employer real property | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $841,597 |
Expenses. Total of all expenses incurred | 2012-12-31 | $26,991 |
Benefits paid (including direct rollovers) | 2012-12-31 | $26,901 |
Total plan assets at end of year | 2012-12-31 | $4,208,725 |
Total plan assets at beginning of year | 2012-12-31 | $3,394,119 |
Value of fidelity bond covering the plan | 2012-12-31 | $0 |
Assets. Value of tangible personal property | 2012-12-31 | $0 |
Total contributions received or receivable from participants | 2012-12-31 | $185,248 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $90 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $301,827 |
Noncash contributions received | 2012-12-31 | $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 loans | 2012-12-31 | $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 year | 2012-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $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 2510.3-102 | 2012-12-31 | $0 |
Assets. Value of employer securities | 2012-12-31 | $0 |
Assets. Value of employer real property | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $393,159 |
Expenses. Total of all expenses incurred | 2011-12-31 | $26,330 |
Benefits paid (including direct rollovers) | 2011-12-31 | $26,330 |
Total plan assets at end of year | 2011-12-31 | $3,394,119 |
Total plan assets at beginning of year | 2011-12-31 | $3,027,290 |
Value of fidelity bond covering the plan | 2011-12-31 | $0 |
Assets. Value of tangible personal property | 2011-12-31 | $0 |
Total contributions received or receivable from participants | 2011-12-31 | $152,322 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $6,126 |
Other income received | 2011-12-31 | $-72,543 |
Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $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 year | 2011-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2011-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $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 2510.3-102 | 2011-12-31 | $0 |
Assets. Value of employer securities | 2011-12-31 | $0 |
Assets. Value of employer real property | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : THE SOUTH SHORE ORTHOPEDICS RETIREMENT PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $793,413 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $3,027,290 |
Total plan assets at beginning of year | 2010-12-31 | $2,233,877 |
Value of fidelity bond covering the plan | 2010-12-31 | $0 |
Assets. Value of tangible personal property | 2010-12-31 | $0 |
Total contributions received or receivable from participants | 2010-12-31 | $151,898 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $255,605 |
Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $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 year | 2010-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2010-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $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 2510.3-102 | 2010-12-31 | $0 |
Assets. Value of employer securities | 2010-12-31 | $0 |
Assets. Value of employer real property | 2010-12-31 | $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 |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |