ORTHOPAEDIC & TRAUMA SURGEONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORTHOPAEDIC & TRAUMA SURGEONS, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for ORTHOPAEDIC & TRAUMA SURGEONS, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2012 : ORTHOPAEDIC & TRAUMA SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $7,062 |
Total income from all sources (including contributions) | 2012-12-31 | $4,291,664 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,798,720 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,793,047 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,535,099 |
Value of total assets at end of year | 2012-12-31 | $19,120,306 |
Value of total assets at beginning of year | 2012-12-31 | $16,634,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,673 |
Total interest from all sources | 2012-12-31 | $8,975 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $382,708 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $382,708 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $866,401 |
Participant contributions at end of year | 2012-12-31 | $218,807 |
Participant contributions at beginning of year | 2012-12-31 | $169,682 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $32,373 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $738,565 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,628,815 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $73,698 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $19,143 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $15,447 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,782 |
Other income not declared elsewhere | 2012-12-31 | $115,350 |
Total non interest bearing cash at end of year | 2012-12-31 | $70,096 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $7,184 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,492,944 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $19,120,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $16,627,362 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $15,305,530 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $11,904,745 |
Interest on participant loans | 2012-12-31 | $8,685 |
Interest earned on other investments | 2012-12-31 | $290 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,608,303 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,826,929 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,228,848 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $20,684 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,595,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,159,862 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,049,249 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,793,047 |
Contract administrator fees | 2012-12-31 | $5,673 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $5,280 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | SOMERSET CPAS, P.C. |
Accountancy firm EIN | 2012-12-31 | 201717681 |
2011 : ORTHOPAEDIC & TRAUMA SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,062 |
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 | $1,975,784 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,557,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,552,101 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,514,441 |
Value of total assets at end of year | 2011-12-31 | $16,634,424 |
Value of total assets at beginning of year | 2011-12-31 | $17,209,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,411 |
Total interest from all sources | 2011-12-31 | $6,406 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $392,493 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $392,493 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $815,155 |
Participant contributions at end of year | 2011-12-31 | $169,682 |
Participant contributions at beginning of year | 2011-12-31 | $152,026 |
Participant contributions at end of year | 2011-12-31 | $32,373 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,628,815 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,639,236 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $249,663 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $15,447 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $12,339 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,782 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $-10,422 |
Total non interest bearing cash at end of year | 2011-12-31 | $7,184 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $42,225 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-581,728 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $16,627,362 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,209,090 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $11,904,745 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,483,307 |
Interest on participant loans | 2011-12-31 | $6,406 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,826,929 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,805,499 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-953,164 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $26,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,449,623 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,049,249 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,074,458 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,552,101 |
Contract administrator fees | 2011-12-31 | $5,411 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $5,280 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | SOMERSET CPAS, P.C. |
Accountancy firm EIN | 2011-12-31 | 201717681 |
2010 : ORTHOPAEDIC & TRAUMA SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $4,294,942 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,056,129 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,053,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,296,122 |
Value of total assets at end of year | 2010-12-31 | $17,209,090 |
Value of total assets at beginning of year | 2010-12-31 | $14,970,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,005 |
Total interest from all sources | 2010-12-31 | $30,523 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $247,056 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $247,056 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $750,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $816,920 |
Participant contributions at end of year | 2010-12-31 | $152,026 |
Participant contributions at beginning of year | 2010-12-31 | $122,559 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,639,236 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $1,396,851 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $12,897 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $12,339 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $6,080 |
Other income not declared elsewhere | 2010-12-31 | $218,857 |
Total non interest bearing cash at end of year | 2010-12-31 | $42,225 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $41 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,238,813 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,209,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,970,277 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $12,483,307 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,310,446 |
Interest on participant loans | 2010-12-31 | $6,996 |
Interest earned on other investments | 2010-12-31 | $23,527 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,805,499 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,161,238 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,453,278 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $49,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,466,305 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,074,458 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $973,062 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,053,124 |
Contract administrator fees | 2010-12-31 | $3,005 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SOMERSET CPAS, P.C. |
Accountancy firm EIN | 2010-12-31 | 201717681 |
2009 : ORTHOPAEDIC & TRAUMA SURGEONS, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |