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MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 401k Plan overview

Plan NameMIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN
Plan identification number 001

MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) 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.
  • 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

MIDWEST ORTHOPAEDICS AT RUSH, LLC has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST ORTHOPAEDICS AT RUSH, LLC
Employer identification number (EIN):300176561
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RANDAL JOHNSON
0012016-01-01RANDAL JOHNSON
0012015-01-01RANDAL JOHNSON
0012014-01-01RANDAL JOHNSON
0012013-01-01RANDAL JOHNSON
0012012-01-01RANDAL JOHNSON
0012011-01-01RANDAL JOHNSON
0012009-01-01L SCOTT WILSON L SCOTT WILSON2010-10-11

Plan Statistics for MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN

401k plan membership statisitcs for MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN

Measure Date Value
2022: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01856
Total number of active participants reported on line 7a of the Form 55002022-01-01835
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01152
Total of all active and inactive participants2022-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01987
Number of participants with account balances2022-01-01987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01117
2021: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01716
Total number of active participants reported on line 7a of the Form 55002021-01-01709
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 participants2021-01-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01865
Number of participants with account balances2021-01-01865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0143
2020: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01589
Total number of active participants reported on line 7a of the Form 55002020-01-01473
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01117
Total of all active and inactive participants2020-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01590
Number of participants with account balances2020-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0148
2019: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01547
Total number of active participants reported on line 7a of the Form 55002019-01-01481
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01102
Total of all active and inactive participants2019-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01584
Number of participants with account balances2019-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2018: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01503
Total number of active participants reported on line 7a of the Form 55002018-01-01444
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0198
Total of all active and inactive participants2018-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01542
Number of participants with account balances2018-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01519
Total number of active participants reported on line 7a of the Form 55002017-01-01426
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01500
Number of participants with account balances2017-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0133
2016: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01479
Total number of active participants reported on line 7a of the Form 55002016-01-01406
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01515
Number of participants with account balances2016-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0136
2015: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01417
Total number of active participants reported on line 7a of the Form 55002015-01-01393
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0182
Total of all active and inactive participants2015-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01475
Number of participants with account balances2015-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01371
Total number of active participants reported on line 7a of the Form 55002014-01-01353
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01417
Number of participants with account balances2014-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01346
Total number of active participants reported on line 7a of the Form 55002013-01-01322
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01369
Number of participants with account balances2013-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01313
Total number of active participants reported on line 7a of the Form 55002012-01-01308
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01343
Number of participants with account balances2012-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01315
Total number of active participants reported on line 7a of the Form 55002011-01-01267
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01312
Number of participants with account balances2011-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01291
Total number of active participants reported on line 7a of the Form 55002009-01-01245
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01287
Number of participants with account balances2009-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN

Measure Date Value
2022 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-13,085,949
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,387,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,379,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,178,222
Value of total assets at end of year2022-12-31$80,818,122
Value of total assets at beginning of year2022-12-31$97,292,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,991
Total interest from all sources2022-12-31$68,812
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,147,275
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$3,147,275
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$2,883,497
Participant contributions at end of year2022-12-31$946,502
Participant contributions at beginning of year2022-12-31$996,324
Participant contributions at end of year2022-12-31$411
Participant contributions at beginning of year2022-12-31$93
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$153,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,473,899
Value of net assets at end of year (total assets less liabilities)2022-12-31$80,818,122
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$97,292,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$73,850,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$92,100,970
Interest on participant loans2022-12-31$37,787
Interest earned on other investments2022-12-31$31,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,874,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,347,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,480,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,140,839
Employer contributions (assets) at end of year2022-12-31$2,140,839
Employer contributions (assets) at beginning of year2022-12-31$1,841,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,379,959
Contract administrator fees2022-12-31$7,991
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$18,894,705
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,659,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,652,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,669,714
Value of total assets at end of year2021-12-31$97,292,021
Value of total assets at beginning of year2021-12-31$82,056,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,330
Total interest from all sources2021-12-31$71,919
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,474,220
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$5,474,220
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$2,123,474
Participant contributions at end of year2021-12-31$996,324
Participant contributions at beginning of year2021-12-31$817,060
Participant contributions at end of year2021-12-31$93
Participant contributions at beginning of year2021-12-31$4,455
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$705,098
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,736
Other income not declared elsewhere2021-12-31$79
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$15,235,449
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,292,021
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,056,572
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$92,100,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$75,740,246
Interest on participant loans2021-12-31$35,856
Interest earned on other investments2021-12-31$36,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,347,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,942,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,678,773
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,841,142
Employer contributions (assets) at end of year2021-12-31$1,841,142
Employer contributions (assets) at beginning of year2021-12-31$1,546,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,652,926
Contract administrator fees2021-12-31$6,330
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BKD LLP
Accountancy firm EIN2021-12-31440160260
2020 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$13,563,303
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,315,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,310,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,491,547
Value of total assets at end of year2020-12-31$82,056,572
Value of total assets at beginning of year2020-12-31$70,809,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,545
Total interest from all sources2020-12-31$68,628
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,472,496
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$2,472,496
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$1,755,822
Participant contributions at end of year2020-12-31$817,060
Participant contributions at beginning of year2020-12-31$865,740
Participant contributions at end of year2020-12-31$4,455
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$189,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,736
Other income not declared elsewhere2020-12-31$761
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$11,247,429
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,056,572
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$70,809,143
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$75,740,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$64,963,410
Interest on participant loans2020-12-31$30,370
Interest earned on other investments2020-12-31$38,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,942,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,391,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,529,871
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$1,546,654
Employer contributions (assets) at end of year2020-12-31$1,546,654
Employer contributions (assets) at beginning of year2020-12-31$2,582,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,310,329
Contract administrator fees2020-12-31$5,545
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,648,196
Total income from all sources (including contributions)2019-12-31$17,648,196
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,677,123
Total of all expenses incurred2019-12-31$1,677,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,672,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,672,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,767,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,767,220
Value of total assets at end of year2019-12-31$70,809,143
Value of total assets at end of year2019-12-31$70,809,143
Value of total assets at beginning of year2019-12-31$54,838,070
Value of total assets at beginning of year2019-12-31$54,838,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,994
Total interest from all sources2019-12-31$66,111
Total interest from all sources2019-12-31$66,111
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,681,974
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,681,974
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$2,681,974
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,681,974
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
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$1,800,572
Contributions received from participants2019-12-31$1,800,572
Participant contributions at end of year2019-12-31$865,740
Participant contributions at end of year2019-12-31$865,740
Participant contributions at beginning of year2019-12-31$973,122
Participant contributions at beginning of year2019-12-31$973,122
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$383,903
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$383,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,736
Other income not declared elsewhere2019-12-31$148
Other income not declared elsewhere2019-12-31$148
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$15,971,073
Value of net income/loss2019-12-31$15,971,073
Value of net assets at end of year (total assets less liabilities)2019-12-31$70,809,143
Value of net assets at end of year (total assets less liabilities)2019-12-31$70,809,143
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,838,070
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,838,070
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$64,963,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$64,963,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,101,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,101,319
Interest on participant loans2019-12-31$38,967
Interest on participant loans2019-12-31$38,967
Interest earned on other investments2019-12-31$27,144
Interest earned on other investments2019-12-31$27,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,391,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,391,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,145,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,145,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,132,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,132,743
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$2,582,745
Contributions received in cash from employer2019-12-31$2,582,745
Employer contributions (assets) at end of year2019-12-31$2,582,745
Employer contributions (assets) at end of year2019-12-31$2,582,745
Employer contributions (assets) at beginning of year2019-12-31$2,612,730
Employer contributions (assets) at beginning of year2019-12-31$2,612,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,672,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,672,129
Contract administrator fees2019-12-31$4,994
Contract administrator fees2019-12-31$4,994
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$314,309
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,923,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,920,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,303,697
Value of total assets at end of year2018-12-31$54,838,070
Value of total assets at beginning of year2018-12-31$57,447,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,570
Total interest from all sources2018-12-31$59,318
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,336,808
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$3,336,808
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$1,652,381
Participant contributions at end of year2018-12-31$973,122
Participant contributions at beginning of year2018-12-31$887,226
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,736
Other income not declared elsewhere2018-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,609,433
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,838,070
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,447,503
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$49,101,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,054,445
Interest on participant loans2018-12-31$35,965
Interest earned on other investments2018-12-31$23,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,145,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,149,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,386,114
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,612,730
Employer contributions (assets) at end of year2018-12-31$2,612,730
Employer contributions (assets) at beginning of year2018-12-31$2,350,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,920,172
Contract administrator fees2018-12-31$3,570
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,743
Total income from all sources (including contributions)2017-12-31$13,287,258
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,088,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,038,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,409,075
Value of total assets at end of year2017-12-31$57,447,503
Value of total assets at beginning of year2017-12-31$45,260,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,206
Total interest from all sources2017-12-31$25,459
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,854,677
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$1,854,677
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$1,626,428
Participant contributions at end of year2017-12-31$887,226
Participant contributions at beginning of year2017-12-31$722,672
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$432,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,736
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$11,743
Other income not declared elsewhere2017-12-31$55,994
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
Value of net income/loss2017-12-31$12,198,731
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,447,503
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,248,772
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,054,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$40,479,797
Interest on participant loans2017-12-31$25,459
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$1,463,550
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$32,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$32,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,149,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$384,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,916,817
Net investment gain or loss from common/collective trusts2017-12-31$25,236
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
Contributions received in cash from employer2017-12-31$2,350,413
Employer contributions (assets) at end of year2017-12-31$2,350,413
Employer contributions (assets) at beginning of year2017-12-31$2,171,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,038,321
Contract administrator fees2017-12-31$50,206
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,479
Total income from all sources (including contributions)2016-12-31$6,744,359
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,136,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,109,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,769,537
Value of total assets at end of year2016-12-31$45,260,515
Value of total assets at beginning of year2016-12-31$39,658,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,599
Total interest from all sources2016-12-31$21,934
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$881,657
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$881,657
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$1,457,563
Participant contributions at end of year2016-12-31$722,672
Participant contributions at beginning of year2016-12-31$724,437
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$140,139
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$11,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$17,479
Other income not declared elsewhere2016-12-31$41,444
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
Value of net income/loss2016-12-31$5,607,429
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,248,772
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,641,343
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
Investment advisory and management fees2016-12-31$13,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$40,479,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,979,229
Interest on participant loans2016-12-31$21,934
Value of interest in common/collective trusts at end of year2016-12-31$1,463,550
Value of interest in common/collective trusts at beginning of year2016-12-31$1,739,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$32,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$14,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$14,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$384,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,005,316
Net investment gain or loss from common/collective trusts2016-12-31$24,471
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,171,835
Employer contributions (assets) at end of year2016-12-31$2,171,835
Employer contributions (assets) at beginning of year2016-12-31$2,195,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,109,331
Contract administrator fees2016-12-31$14,503
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
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 name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,461
Total income from all sources (including contributions)2015-12-31$3,209,356
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$520,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$465,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,585,980
Value of total assets at end of year2015-12-31$39,658,822
Value of total assets at beginning of year2015-12-31$36,966,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,902
Total interest from all sources2015-12-31$23,362
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,492,352
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$1,492,352
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,303,931
Participant contributions at end of year2015-12-31$724,437
Participant contributions at beginning of year2015-12-31$712,101
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$86,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$17,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$13,461
Other income not declared elsewhere2015-12-31$33,836
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
Value of net income/loss2015-12-31$2,688,506
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,641,343
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,952,837
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
Investment advisory and management fees2015-12-31$16,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,979,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,511,627
Interest on participant loans2015-12-31$23,362
Value of interest in common/collective trusts at end of year2015-12-31$1,739,056
Value of interest in common/collective trusts at beginning of year2015-12-31$1,678,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$14,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$16,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$16,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,945,534
Net investment gain or loss from common/collective trusts2015-12-31$19,360
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
Contributions received in cash from employer2015-12-31$2,195,637
Employer contributions (assets) at end of year2015-12-31$2,195,637
Employer contributions (assets) at beginning of year2015-12-31$2,047,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$465,948
Contract administrator fees2015-12-31$38,619
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$370
Total income from all sources (including contributions)2014-12-31$4,910,970
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$798,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$752,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,158,935
Value of total assets at end of year2014-12-31$36,966,298
Value of total assets at beginning of year2014-12-31$32,840,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,742
Total interest from all sources2014-12-31$21,712
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,527,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,086,653
Participant contributions at end of year2014-12-31$712,101
Participant contributions at beginning of year2014-12-31$601,469
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$13,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$370
Other income not declared elsewhere2014-12-31$34,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,112,775
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,952,837
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,840,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,511,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,580,864
Interest on participant loans2014-12-31$21,712
Value of interest in common/collective trusts at end of year2014-12-31$1,678,443
Value of interest in common/collective trusts at beginning of year2014-12-31$1,549,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$16,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$16,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$16,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$154,504
Net investment gain or loss from common/collective trusts2014-12-31$13,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,047,846
Employer contributions (assets) at end of year2014-12-31$2,047,846
Employer contributions (assets) at beginning of year2014-12-31$2,092,020
Income. Dividends from common stock2014-12-31$1,527,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$752,453
Contract administrator fees2014-12-31$25,309
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,623
Total income from all sources (including contributions)2013-12-31$9,017,517
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,874,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,834,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,005,369
Value of total assets at end of year2013-12-31$32,840,432
Value of total assets at beginning of year2013-12-31$26,705,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,035
Total interest from all sources2013-12-31$17,888
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,082,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,082,107
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$806,939
Participant contributions at end of year2013-12-31$601,469
Participant contributions at beginning of year2013-12-31$453,929
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$106,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$8,623
Other income not declared elsewhere2013-12-31$29,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,143,194
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,840,062
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,696,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$19,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,580,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,346,404
Interest on participant loans2013-12-31$17,888
Value of interest in common/collective trusts at end of year2013-12-31$1,549,148
Value of interest in common/collective trusts at beginning of year2013-12-31$1,867,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$16,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$34,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$34,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,868,092
Net investment gain or loss from common/collective trusts2013-12-31$14,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,092,020
Employer contributions (assets) at end of year2013-12-31$2,092,020
Employer contributions (assets) at beginning of year2013-12-31$2,003,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,834,288
Contract administrator fees2013-12-31$20,755
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WOLF & COMPANY, LLP
Accountancy firm EIN2013-12-31362985665
2012 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$160
Total income from all sources (including contributions)2012-12-31$6,219,564
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,424,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,408,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,037,692
Value of total assets at end of year2012-12-31$26,705,491
Value of total assets at beginning of year2012-12-31$21,902,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,595
Total interest from all sources2012-12-31$13,449
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$759,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$759,651
Administrative expenses professional fees incurred2012-12-31$16,595
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$754,861
Participant contributions at end of year2012-12-31$453,929
Participant contributions at beginning of year2012-12-31$413,563
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$279,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$8,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$160
Other income not declared elsewhere2012-12-31$1,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,794,573
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,696,868
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,902,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,346,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,166,693
Interest on participant loans2012-12-31$13,449
Value of interest in common/collective trusts at end of year2012-12-31$1,867,417
Value of interest in common/collective trusts at beginning of year2012-12-31$1,413,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$34,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,388,746
Net investment gain or loss from common/collective trusts2012-12-31$18,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,003,109
Employer contributions (assets) at end of year2012-12-31$2,003,109
Employer contributions (assets) at beginning of year2012-12-31$1,908,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,408,396
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WOLF & COMPANY, LLP
Accountancy firm EIN2012-12-31362985665
2011 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,841,236
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$230,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$215,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,583,914
Value of total assets at end of year2011-12-31$21,902,455
Value of total assets at beginning of year2011-12-31$20,291,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,080
Total interest from all sources2011-12-31$13,569
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$400,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$400,374
Administrative expenses professional fees incurred2011-12-31$15,080
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$670,982
Participant contributions at end of year2011-12-31$413,563
Participant contributions at beginning of year2011-12-31$346,533
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$15,929
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$160
Other income not declared elsewhere2011-12-31$924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,610,478
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,902,295
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,291,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,166,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,031,480
Interest on participant loans2011-12-31$13,569
Value of interest in common/collective trusts at end of year2011-12-31$1,413,025
Value of interest in common/collective trusts at beginning of year2011-12-31$2,045,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,180,545
Net investment gain or loss from common/collective trusts2011-12-31$23,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,908,738
Employer contributions (assets) at end of year2011-12-31$1,908,738
Employer contributions (assets) at beginning of year2011-12-31$1,852,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$215,678
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WOLF & COMPANY, LLP
Accountancy firm EIN2011-12-31362985665
2010 : MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,566,516
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,116,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,104,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,506,058
Value of total assets at end of year2010-12-31$20,291,817
Value of total assets at beginning of year2010-12-31$16,842,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,714
Total interest from all sources2010-12-31$9,806
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$365,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$365,785
Administrative expenses professional fees incurred2010-12-31$12,714
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$621,311
Participant contributions at end of year2010-12-31$346,533
Participant contributions at beginning of year2010-12-31$227,173
Participant contributions at end of year2010-12-31$15,929
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,449,765
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,291,817
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,842,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,031,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,927,270
Interest on participant loans2010-12-31$9,806
Value of interest in common/collective trusts at end of year2010-12-31$2,045,732
Value of interest in common/collective trusts at beginning of year2010-12-31$975,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,657,539
Net investment gain or loss from common/collective trusts2010-12-31$27,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,852,143
Employer contributions (assets) at end of year2010-12-31$1,852,143
Employer contributions (assets) at beginning of year2010-12-31$1,712,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,104,037
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WOLF & COMPANY LLP
Accountancy firm EIN2010-12-31362985665

Form 5500 Responses for MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN

2022: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) 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: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) 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: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) 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: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) 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: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) 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: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) 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: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) 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: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan 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 number1260195-01
Policy instance 1
Insurance contract or identification number1260195-01
Number of Individuals Covered23
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260195-01
Policy instance 1
Insurance contract or identification number1260195-01
Number of Individuals Covered22
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260195-01
Policy instance 1
Insurance contract or identification number1260195-01
Number of Individuals Covered26
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260195-01
Policy instance 1
Insurance contract or identification number1260195-01
Number of Individuals Covered24
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260195-01
Policy instance 1
Insurance contract or identification number1260195-01
Number of Individuals Covered25
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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

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