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ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN
Plan identification number 003

ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ORTHOPEDIC SURGEONS, LTD. DBA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC SURGEONS, LTD. DBA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA
Employer identification number (EIN):231875547
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032016-01-01
0032015-01-01IAN HARING
0032015-01-01
0032015-01-01

Plan Statistics for ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01366
Total number of active participants reported on line 7a of the Form 55002022-01-01228
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01129
Total of all active and inactive participants2022-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01357
Number of participants with account balances2022-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01370
Total number of active participants reported on line 7a of the Form 55002021-01-01200
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01156
Total of all active and inactive participants2021-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01356
Number of participants with account balances2021-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01371
Total number of active participants reported on line 7a of the Form 55002020-01-01205
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01354
Number of participants with account balances2020-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0139
2019: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2019 401k membership
Market value of plan assets2019-12-310
Acturial value of plan assets2019-12-310
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-310
Number of active participants2019-12-3172
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-3172
Total funding target for all participants2019-12-310
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,946,642
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,844,790
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,635,161
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,635,161
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,635,161
Contributions allocatedtoward minimum required contributions for current year2019-12-311,844,790
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01435
Total number of active participants reported on line 7a of the Form 55002019-01-01252
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01112
Total of all active and inactive participants2019-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01364
Number of participants with account balances2019-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01424
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01173
Total of all active and inactive participants2018-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01428
Number of participants with account balances2018-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0142
2017: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01399
Total number of active participants reported on line 7a of the Form 55002017-01-01306
Number of retired or separated participants receiving benefits2017-01-0151
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01427
Number of participants with account balances2017-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01215
Total number of active participants reported on line 7a of the Form 55002016-01-01272
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01111
Total of all active and inactive participants2016-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01385
Number of participants with account balances2016-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01248
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01206
Number of participants with account balances2015-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01206

Financial Data on ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-4,983,781
Total unrealized appreciation/depreciation of assets2022-12-31$-4,983,781
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$0
Total income from all sources (including contributions)2022-12-31$-4,427,138
Total loss/gain on sale of assets2022-12-31$605,106
Total of all expenses incurred2022-12-31$2,053,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,913,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,912,722
Value of total assets at end of year2022-12-31$45,366,152
Value of total assets at beginning of year2022-12-31$51,847,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$140,518
Total interest from all sources2022-12-31$43,170
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,065,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$846,206
Administrative expenses professional fees incurred2022-12-31$4,269
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$882,906
Assets. Other investments not covered elsewhere at end of year2022-12-31$983,677
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$945,407
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$481,822
Other income not declared elsewhere2022-12-31$38,270
Total non interest bearing cash at end of year2022-12-31$2,223
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,480,956
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,366,152
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,847,108
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
Investment advisory and management fees2022-12-31$118,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,187,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,139,536
Income. Interest from corporate debt instruments2022-12-31$37,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$627,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$604,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$604,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,023,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$955,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,108,150
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,547,994
Employer contributions (assets) at end of year2022-12-31$1,589,100
Employer contributions (assets) at beginning of year2022-12-31$1,400,192
Income. Dividends from common stock2022-12-31$219,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,913,300
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$1,834,546
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$2,454,012
Contract administrator fees2022-12-31$17,690
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$10,117,224
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$13,347,814
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
Aggregate proceeds on sale of assets2022-12-31$5,261,926
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,656,820
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2022-12-31201717681
2021 : ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,854,080
Total unrealized appreciation/depreciation of assets2021-12-31$3,854,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,231,148
Total loss/gain on sale of assets2021-12-31$-346,614
Total of all expenses incurred2021-12-31$4,664,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,510,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,456,193
Value of total assets at end of year2021-12-31$51,847,108
Value of total assets at beginning of year2021-12-31$47,280,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$154,398
Total interest from all sources2021-12-31$62,708
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,239,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,057,437
Administrative expenses professional fees incurred2021-12-31$5,311
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$827,933
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$6,625
Assets. Other investments not covered elsewhere at end of year2021-12-31$945,407
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$908,289
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$252,554
Other income not declared elsewhere2021-12-31$37,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,566,723
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,847,108
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,280,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$130,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,139,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,367,058
Income. Interest from corporate debt instruments2021-12-31$62,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$604,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$657,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$657,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$955,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$914,099
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$135,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-71,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,375,706
Employer contributions (assets) at end of year2021-12-31$1,400,192
Employer contributions (assets) at beginning of year2021-12-31$1,527,147
Income. Dividends from common stock2021-12-31$182,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,510,027
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$2,454,012
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$3,165,711
Contract administrator fees2021-12-31$18,444
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$13,347,814
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$10,598,135
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$860,944
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,207,558
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2021-12-31201717681
2020 : ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,940,184
Total unrealized appreciation/depreciation of assets2020-12-31$1,940,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,592,952
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,762,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,618,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,272,406
Value of total assets at end of year2020-12-31$47,280,385
Value of total assets at beginning of year2020-12-31$47,450,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$144,025
Total interest from all sources2020-12-31$98,568
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$993,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$846,435
Administrative expenses professional fees incurred2020-12-31$6,608
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$799,083
Participant contributions at end of year2020-12-31$6,625
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$908,289
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$872,321
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$63,328
Other income not declared elsewhere2020-12-31$35,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-169,797
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,280,385
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,450,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$129,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,367,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,750,956
Income. Interest from US Government securities2020-12-31$1,094
Income. Interest from corporate debt instruments2020-12-31$95,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$657,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$658,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$658,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$914,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$995,822
Asset value of US Government securities at end of year2020-12-31$135,389
Asset value of US Government securities at beginning of year2020-12-31$35,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,252,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,409,995
Employer contributions (assets) at end of year2020-12-31$1,527,147
Employer contributions (assets) at beginning of year2020-12-31$1,705,169
Income. Dividends from common stock2020-12-31$147,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,618,724
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$3,165,711
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$3,518,783
Contract administrator fees2020-12-31$7,979
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$10,598,135
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$8,912,860
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2020-12-31201717681
2019 : ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,314,126
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,314,126
Total unrealized appreciation/depreciation of assets2019-12-31$3,314,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,421
Total income from all sources (including contributions)2019-12-31$13,631,242
Total income from all sources (including contributions)2019-12-31$13,631,242
Total loss/gain on sale of assets2019-12-31$636,384
Total loss/gain on sale of assets2019-12-31$636,384
Total of all expenses incurred2019-12-31$7,217,843
Total of all expenses incurred2019-12-31$7,217,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,059,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,059,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,272,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,272,769
Value of total assets at end of year2019-12-31$47,450,182
Value of total assets at beginning of year2019-12-31$41,039,204
Value of total assets at beginning of year2019-12-31$41,039,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$158,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$158,234
Total interest from all sources2019-12-31$126,127
Total interest from all sources2019-12-31$126,127
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,013,718
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,013,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$824,143
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$824,143
Administrative expenses professional fees incurred2019-12-31$5,569
Administrative expenses professional fees incurred2019-12-31$5,569
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$916,042
Contributions received from participants2019-12-31$916,042
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,326
Participant contributions at beginning of year2019-12-31$1,326
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,100
Participant contributions at beginning of year2019-12-31$1,100
Assets. Other investments not covered elsewhere at end of year2019-12-31$872,321
Assets. Other investments not covered elsewhere at end of year2019-12-31$872,321
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$837,904
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$837,904
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,649,573
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,649,573
Other income not declared elsewhere2019-12-31$34,418
Other income not declared elsewhere2019-12-31$34,418
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$632
Liabilities. Value of operating payables at beginning of year2019-12-31$632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,413,399
Value of net income/loss2019-12-31$6,413,399
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,450,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,450,182
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,036,783
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,036,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$147,619
Investment advisory and management fees2019-12-31$147,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,750,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,750,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,077,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,077,293
Interest on participant loans2019-12-31$16
Interest on participant loans2019-12-31$16
Income. Interest from US Government securities2019-12-31$1,094
Income. Interest from US Government securities2019-12-31$1,094
Income. Interest from corporate debt instruments2019-12-31$108,864
Income. Interest from corporate debt instruments2019-12-31$108,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$658,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$658,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$775,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$775,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$775,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$775,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$995,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$995,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$866,581
Asset value of US Government securities at end of year2019-12-31$35,711
Asset value of US Government securities at end of year2019-12-31$35,711
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,233,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,233,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,707,154
Employer contributions (assets) at end of year2019-12-31$1,705,169
Employer contributions (assets) at end of year2019-12-31$1,705,169
Employer contributions (assets) at beginning of year2019-12-31$1,711,020
Employer contributions (assets) at beginning of year2019-12-31$1,711,020
Income. Dividends from common stock2019-12-31$189,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,059,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,059,609
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,518,783
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,518,783
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$3,419,764
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$3,419,764
Contract administrator fees2019-12-31$5,046
Contract administrator fees2019-12-31$5,046
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,912,860
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,912,860
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$9,348,816
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$9,348,816
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,789
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,789
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$5,157,424
Aggregate proceeds on sale of assets2019-12-31$5,157,424
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,521,040
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,521,040
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SOMERSET CPAS, P.C.
Accountancy firm name2019-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2019-12-31201717681
Accountancy firm EIN2019-12-31201717681
2018 : ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,913,648
Total unrealized appreciation/depreciation of assets2018-12-31$-1,913,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,421
Total income from all sources (including contributions)2018-12-31$1,071,537
Total loss/gain on sale of assets2018-12-31$-108,476
Total of all expenses incurred2018-12-31$8,804,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,636,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,810,348
Value of total assets at end of year2018-12-31$41,039,204
Value of total assets at beginning of year2018-12-31$48,771,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$168,044
Total interest from all sources2018-12-31$98,753
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,233,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$906,157
Administrative expenses professional fees incurred2018-12-31$2,552
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,025,831
Participant contributions at end of year2018-12-31$1,326
Participant contributions at beginning of year2018-12-31$7,711
Participant contributions at end of year2018-12-31$1,100
Participant contributions at beginning of year2018-12-31$13,458
Assets. Other investments not covered elsewhere at end of year2018-12-31$837,904
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$25,649,447
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$76,605
Other income not declared elsewhere2018-12-31$792,537
Liabilities. Value of operating payables at end of year2018-12-31$632
Liabilities. Value of operating payables at beginning of year2018-12-31$632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,732,776
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,036,783
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,769,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$126,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,077,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,355,941
Interest on participant loans2018-12-31$244
Income. Interest from corporate debt instruments2018-12-31$92,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$775,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$866,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,841,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,707,912
Employer contributions (assets) at end of year2018-12-31$1,711,020
Employer contributions (assets) at beginning of year2018-12-31$1,745,423
Income. Dividends from common stock2018-12-31$327,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,636,269
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$3,419,764
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$38,666
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$9,348,816
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,789
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,789
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,101,786
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,210,262
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2018-12-31201717681
2017 : ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,421
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,324,371
Total loss/gain on sale of assets2017-12-31$265,001
Total of all expenses incurred2017-12-31$10,131,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,965,378
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,027,938
Value of total assets at end of year2017-12-31$48,771,980
Value of total assets at beginning of year2017-12-31$48,578,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$165,775
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$535
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$506,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$506,874
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$6,846
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,012,394
Participant contributions at end of year2017-12-31$7,711
Participant contributions at beginning of year2017-12-31$12,729
Participant contributions at end of year2017-12-31$13,458
Participant contributions at beginning of year2017-12-31$550
Assets. Other investments not covered elsewhere at end of year2017-12-31$25,649,447
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$26,707,153
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$275,258
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$3,940,232
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$632
Liabilities. Value of operating payables at beginning of year2017-12-31$632
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$193,218
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,769,559
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,576,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$117,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,355,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,833,324
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$535
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$1,780,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$548,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$548,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,583,791
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,740,286
Employer contributions (assets) at end of year2017-12-31$1,745,423
Employer contributions (assets) at beginning of year2017-12-31$696,119
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,965,378
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$41,297
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,789
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,789
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$5,735,695
Aggregate carrying amount (costs) on sale of assets2017-12-31$5,470,694
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2017-12-31201717681
2016 : ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$5,720,788
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,608,397
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,094,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$949,311
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,554,537
Value of total assets at end of year2016-12-31$48,578,762
Value of total assets at beginning of year2016-12-31$38,339,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$144,951
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$1,166
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$461,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$461,120
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$2,394
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$942,103
Participant contributions at end of year2016-12-31$12,729
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$550
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$26,707,153
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$25,270,599
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$1,749,212
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$2,244
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$4,514,135
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,574,729
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,339,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$111,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,833,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,297,418
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$516
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,780,737
Value of interest in common/collective trusts at beginning of year2016-12-31$2,494,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$548,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$650
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$842,362
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,612,434
Employer contributions (assets) at end of year2016-12-31$696,119
Employer contributions (assets) at beginning of year2016-12-31$277,609
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$949,311
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$31,104
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,789
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2016-12-31201717681
2015 : ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$38,339,806
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$0
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$38,339,806
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$24,751,343
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$0
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,339,806
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$13,310,854
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$277,609
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2015-12-31201717681

Form 5500 Responses for ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN

2022: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedYes
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373700-01
Policy instance 1
Insurance contract or identification number373700-01
Number of Individuals Covered45
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373700-01
Policy instance 1
Insurance contract or identification number373700-01
Number of Individuals Covered48
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373700-01
Policy instance 1
Insurance contract or identification number373700-01
Number of Individuals Covered49
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373700-01
Policy instance 1
Insurance contract or identification number373700-01
Number of Individuals Covered58
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $385
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $385
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373700-01
Policy instance 1
Insurance contract or identification number373700-01
Number of Individuals Covered77
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,680
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,680
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373700-01
Policy instance 1
Insurance contract or identification number373700-01
Number of Individuals Covered82
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,342
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,342
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC

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