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ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN
Plan identification number 001

ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC
Employer identification number (EIN):260259623
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01MIKE CALFEE, M.D.
0012020-01-01
0012019-01-01
0012018-01-01MIKE CALFEE, M.D.
0012017-01-01MIKE CALFEE, M.D.
0012016-01-01MIKE CALFEE, M.D.
0012015-01-01MIKE CALFEE, M.D.
0012014-01-01MIKE CALFEE, M.D.
0012013-01-01MIKE CALFEE, M.D.
0012012-01-01MIKE CALFEE, M.D.
0012011-01-01MIKE CALFEE, M.D.
0012010-01-01MIKE CALFEE, MD2011-08-19

Financial Data on ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN

Measure Date Value
2021 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$17,977
Expenses. Total of all expenses incurred2021-12-31$2,153,247
Benefits paid (including direct rollovers)2021-12-31$2,153,247
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$2,135,270
Value of fidelity bond covering the plan2021-12-31$120,000
Total contributions received or receivable from participants2021-12-31$1,333
Other income received2021-12-31$13,226
Net income (gross income less expenses)2021-12-31$-2,135,270
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,135,270
Total contributions received or receivable from employer(s)2021-12-31$3,418
2020 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$605,729
Expenses. Total of all expenses incurred2020-12-31$2,982
Benefits paid (including direct rollovers)2020-12-31$2,982
Total plan assets at end of year2020-12-31$2,135,270
Total plan assets at beginning of year2020-12-31$1,532,523
Value of fidelity bond covering the plan2020-12-31$120,000
Total contributions received or receivable from participants2020-12-31$46,906
Other income received2020-12-31$528,308
Net income (gross income less expenses)2020-12-31$602,747
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,135,270
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,532,523
Total contributions received or receivable from employer(s)2020-12-31$30,515
2019 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$388,156
Expenses. Total of all expenses incurred2019-12-31$45,486
Benefits paid (including direct rollovers)2019-12-31$45,486
Total plan assets at end of year2019-12-31$1,532,523
Total plan assets at beginning of year2019-12-31$1,189,853
Value of fidelity bond covering the plan2019-12-31$120,000
Total contributions received or receivable from participants2019-12-31$40,635
Other income received2019-12-31$317,327
Net income (gross income less expenses)2019-12-31$342,670
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,532,523
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,189,853
Total contributions received or receivable from employer(s)2019-12-31$30,194
2018 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-55,884
Total plan assets at end of year2018-12-31$1,189,853
Total plan assets at beginning of year2018-12-31$1,245,737
Value of fidelity bond covering the plan2018-12-31$120,000
Total contributions received or receivable from participants2018-12-31$42,114
Contributions received from other sources (not participants or employers)2018-12-31$2,138
Other income received2018-12-31$-129,974
Net income (gross income less expenses)2018-12-31$-55,884
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,189,853
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,245,737
Total contributions received or receivable from employer(s)2018-12-31$29,838
2017 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$283,435
Expenses. Total of all expenses incurred2017-12-31$138,064
Benefits paid (including direct rollovers)2017-12-31$138,064
Total plan assets at end of year2017-12-31$1,245,737
Total plan assets at beginning of year2017-12-31$1,100,366
Value of fidelity bond covering the plan2017-12-31$120,000
Total contributions received or receivable from participants2017-12-31$62,529
Other income received2017-12-31$175,894
Net income (gross income less expenses)2017-12-31$145,371
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,245,737
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,100,366
Total contributions received or receivable from employer(s)2017-12-31$45,012
2016 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$179,774
Total plan assets at end of year2016-12-31$1,100,366
Total plan assets at beginning of year2016-12-31$920,592
Value of fidelity bond covering the plan2016-12-31$120,000
Total contributions received or receivable from participants2016-12-31$65,376
Other income received2016-12-31$67,054
Net income (gross income less expenses)2016-12-31$179,774
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,100,366
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$920,592
Total contributions received or receivable from employer(s)2016-12-31$47,344
2015 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$28,040
Total plan assets at end of year2015-12-31$920,592
Total plan assets at beginning of year2015-12-31$892,552
Value of fidelity bond covering the plan2015-12-31$120,000
Total contributions received or receivable from participants2015-12-31$66,937
Other income received2015-12-31$-85,138
Net income (gross income less expenses)2015-12-31$28,040
Net plan assets at end of year (total assets less liabilities)2015-12-31$920,592
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$892,552
Total contributions received or receivable from employer(s)2015-12-31$46,241
2014 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$133,220
Expenses. Total of all expenses incurred2014-12-31$2,049
Benefits paid (including direct rollovers)2014-12-31$2,049
Total plan assets at end of year2014-12-31$892,552
Total plan assets at beginning of year2014-12-31$761,381
Total contributions received or receivable from participants2014-12-31$66,938
Other income received2014-12-31$9,706
Net income (gross income less expenses)2014-12-31$131,171
Net plan assets at end of year (total assets less liabilities)2014-12-31$892,552
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$761,381
Total contributions received or receivable from employer(s)2014-12-31$56,576
2013 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$149,607
Expenses. Total of all expenses incurred2013-12-31$10,432
Benefits paid (including direct rollovers)2013-12-31$10,432
Total plan assets at end of year2013-12-31$761,381
Total plan assets at beginning of year2013-12-31$622,206
Total contributions received or receivable from participants2013-12-31$36,433
Other income received2013-12-31$60,401
Net income (gross income less expenses)2013-12-31$139,175
Net plan assets at end of year (total assets less liabilities)2013-12-31$761,381
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$622,206
Total contributions received or receivable from employer(s)2013-12-31$52,773
2012 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$126,180
Expenses. Total of all expenses incurred2012-12-31$58,554
Benefits paid (including direct rollovers)2012-12-31$58,554
Total plan assets at end of year2012-12-31$622,206
Total plan assets at beginning of year2012-12-31$554,580
Total contributions received or receivable from participants2012-12-31$37,669
Other income received2012-12-31$51,020
Net income (gross income less expenses)2012-12-31$67,626
Net plan assets at end of year (total assets less liabilities)2012-12-31$622,206
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$554,580
Total contributions received or receivable from employer(s)2012-12-31$37,491
2011 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$52,989
Total plan assets at end of year2011-12-31$554,580
Total plan assets at beginning of year2011-12-31$501,591
Total contributions received or receivable from participants2011-12-31$35,414
Other income received2011-12-31$-23,933
Net income (gross income less expenses)2011-12-31$52,989
Net plan assets at end of year (total assets less liabilities)2011-12-31$554,580
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$501,591
Total contributions received or receivable from employer(s)2011-12-31$41,508

Form 5500 Responses for ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN

2021: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828571
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828571
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828571
Policy instance 1

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