ORTHOPAEDIC & SPINE SPECIALISTS, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORTHOPAEDIC & SPINE SPECIALISTS, P.C. 401(K) PLAN AND TRUST
401k plan membership statisitcs for ORTHOPAEDIC & SPINE SPECIALISTS, P.C. 401(K) PLAN AND TRUST
Measure | Date | Value |
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2011 : ORTHOPAEDIC & SPINE SPECIALISTS, P.C. 401(K) PLAN AND TRUST 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,550,880 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,550,880 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,217,871 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,053,241 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,987,471 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,596,990 |
Value of total assets at end of year | 2011-12-31 | $18,888,226 |
Value of total assets at beginning of year | 2011-12-31 | $19,723,596 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $65,770 |
Total interest from all sources | 2011-12-31 | $320,814 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $16,820 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $862,364 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $9,054 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $719 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $839 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,248 |
Other income not declared elsewhere | 2011-12-31 | $850,947 |
Total non interest bearing cash at end of year | 2011-12-31 | $12,766 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $99,130 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-835,370 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $18,888,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $19,723,596 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $48,950 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,689,959 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,648,675 |
Interest earned on other investments | 2011-12-31 | $320,699 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $7,697,058 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $8,738,484 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,479,256 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,452,227 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,452,227 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $115 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,725,572 |
Employer contributions (assets) at end of year | 2011-12-31 | $8,348 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $783,832 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,986,752 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2011-12-31 | 232932984 |
2010 : ORTHOPAEDIC & SPINE SPECIALISTS, P.C. 401(K) PLAN AND TRUST 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,446,355 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,446,355 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,463,405 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $455,056 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $397,931 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,626,688 |
Value of total assets at end of year | 2010-12-31 | $19,723,596 |
Value of total assets at beginning of year | 2010-12-31 | $15,715,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $57,125 |
Total interest from all sources | 2010-12-31 | $276,443 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $14,258 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $838,975 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $152,046 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,248 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,202 |
Other income not declared elsewhere | 2010-12-31 | $113,919 |
Total non interest bearing cash at end of year | 2010-12-31 | $99,130 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $805,814 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,008,349 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $19,723,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $15,715,247 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $42,867 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,648,675 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,169,332 |
Interest earned on other investments | 2010-12-31 | $276,324 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $8,738,484 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $7,738,704 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,452,227 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $449,364 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $449,364 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,635,667 |
Employer contributions (assets) at end of year | 2010-12-31 | $783,832 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $549,831 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $397,931 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2010-12-31 | 232932984 |
2009 : ORTHOPAEDIC & SPINE SPECIALISTS, P.C. 401(K) PLAN AND TRUST 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 |