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ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 401k Plan overview

Plan NameORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN
Plan identification number 002

ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC.
Employer identification number (EIN):310826226
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1973-01-02
Company Identification Number: 433527
Legal Registered Office Address: 191 W. NATIONWIDE BLVD - #300
-
COLUMBUS
United States of America (USA)
43215

More information about ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GENE STEFFEN
0022016-01-01GENE STEFFEN
0022015-01-01GENE STEFFEN
0022014-01-01GENE STEFFEN

Plan Statistics for ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN

401k plan membership statisitcs for ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN

Measure Date Value
2022: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-11-0810,880,987
Acturial value of plan assets2022-11-0810,880,987
Funding target for retired participants and beneficiaries receiving payment2022-11-080
Number of terminated vested participants2022-11-08103
Fundng target for terminated vested participants2022-11-08316,852
Active participant vested funding target2022-11-087,741,678
Number of active participants2022-11-08204
Total funding liabilities for active participants2022-11-087,741,678
Total participant count2022-11-08307
Total funding target for all participants2022-11-088,058,530
Balance at beginning of prior year after applicable adjustments2022-11-080
Prefunding balance at beginning of prior year after applicable adjustments2022-11-080
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-080
Prefunding balanced used to offset prior years funding requirement2022-11-080
Amount remaining of carryover balance2022-11-080
Amount remaining of prefunding balance2022-11-080
Present value of excess contributions2022-11-082,186,404
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-082,305,563
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-080
Reductions in caryover balances due to elections or deemed elections2022-11-080
Reductions in prefunding balances due to elections or deemed elections2022-11-080
Balance of carryovers at beginning of current year2022-11-080
Balance of prefunding at beginning of current year2022-11-080
Total employer contributions2022-11-080
Total employee contributions2022-11-080
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-080
Contributions made to avoid restrictions adjusted to valuation date2022-11-080
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-080
Unpaid minimum required contributions for all prior years2022-11-080
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-080
Remaining amount of unpaid minimum required contributions2022-11-080
Minimum required contributions for current year target normal cost2022-11-080
Net shortfall amortization installment of oustanding balance2022-11-080
Waiver amortization installment2022-11-080
Total funding amount beforereflecting carryover/prefunding balances2022-11-080
Carryover balance elected to use to offset funding requirement2022-11-080
Prefunding balance elected to use to offset funding requirement2022-11-080
Additional cash requirement2022-11-080
Contributions allocatedtoward minimum required contributions for current year2022-11-080
Unpaid minimum required contributions for current year2022-11-080
Unpaid minimum required contributions for all years2022-11-080
Total participants, beginning-of-year2022-01-01277
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-3111,564,980
Acturial value of plan assets2021-12-3111,564,980
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3178
Fundng target for terminated vested participants2021-12-312,141,305
Active participant vested funding target2021-12-317,553,851
Number of active participants2021-12-31184
Total funding liabilities for active participants2021-12-317,615,239
Total participant count2021-12-31262
Total funding target for all participants2021-12-319,756,544
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,703,769
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,799,521
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-312,350,360
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,186,404
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,342,138
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-312,186,404
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01276
Total number of active participants reported on line 7a of the Form 55002021-01-01189
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0188
Total of all active and inactive participants2021-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-319,858,249
Acturial value of plan assets2020-12-319,858,249
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3160
Fundng target for terminated vested participants2020-12-31196,189
Active participant vested funding target2020-12-317,814,845
Number of active participants2020-12-31220
Total funding liabilities for active participants2020-12-317,854,106
Total participant count2020-12-31280
Total funding target for all participants2020-12-318,050,295
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,523,069
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,606,076
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,790,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,703,769
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,406,068
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-311,703,769
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01280
Total number of active participants reported on line 7a of the Form 55002020-01-01198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01276
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-317,588,497
Acturial value of plan assets2019-12-317,588,497
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3160
Fundng target for terminated vested participants2019-12-31131,052
Active participant vested funding target2019-12-316,187,563
Number of active participants2019-12-31198
Total funding liabilities for active participants2019-12-316,274,531
Total participant count2019-12-31258
Total funding target for all participants2019-12-316,405,583
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,218,533
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,286,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,829,913
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,702,229
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,362,074
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31179,160
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31179,160
Contributions allocatedtoward minimum required contributions for current year2019-12-311,702,229
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01246
Total number of active participants reported on line 7a of the Form 55002019-01-01198
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-315,991,261
Acturial value of plan assets2018-12-315,991,261
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3148
Fundng target for terminated vested participants2018-12-3187,415
Active participant vested funding target2018-12-314,546,867
Number of active participants2018-12-31190
Total funding liabilities for active participants2018-12-314,622,259
Total participant count2018-12-31238
Total funding target for all participants2018-12-314,709,674
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-311,517,488
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,605,047
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,310,034
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,221,760
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,284,814
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-313,227
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-313,227
Contributions allocatedtoward minimum required contributions for current year2018-12-311,221,760
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01236
Total number of active participants reported on line 7a of the Form 55002018-01-01190
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-314,081,538
Acturial value of plan assets2017-12-314,081,538
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3113
Fundng target for terminated vested participants2017-12-3127,323
Active participant vested funding target2017-12-313,060,363
Number of active participants2017-12-31199
Total funding liabilities for active participants2017-12-313,111,053
Total participant count2017-12-31212
Total funding target for all participants2017-12-313,138,376
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-311,088,599
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,153,588
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,741,272
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,614,361
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,040,035
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3196,873
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3196,873
Contributions allocatedtoward minimum required contributions for current year2017-12-311,614,361
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01212
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-312,637,394
Acturial value of plan assets2016-12-312,637,394
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-31189
Total funding liabilities for active participants2016-12-311,906,771
Total participant count2016-12-31189
Total funding target for all participants2016-12-311,906,771
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31872,480
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31925,963
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,442,448
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,333,936
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31975,960
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31245,337
Additional cash requirement2016-12-31245,337
Contributions allocatedtoward minimum required contributions for current year2016-12-311,333,936
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01189
Total number of active participants reported on line 7a of the Form 55002016-01-01182
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01209
Total number of active participants reported on line 7a of the Form 55002015-01-01189
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0161
2014: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01196
Total number of active participants reported on line 7a of the Form 55002014-01-01196
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01196

Financial Data on ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN

Measure Date Value
2022 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-11-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-08$0
Total income from all sources (including contributions)2022-11-08$-697,323
Total loss/gain on sale of assets2022-11-08$0
Total of all expenses incurred2022-11-08$10,235,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-08$10,176,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-08$0
Value of total assets at end of year2022-11-08$0
Value of total assets at beginning of year2022-11-08$10,933,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-08$59,527
Total interest from all sources2022-11-08$0
Total dividends received (eg from common stock, registered investment company shares)2022-11-08$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-08Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-11-08$0
Administrative expenses professional fees incurred2022-11-08$59,527
Was this plan covered by a fidelity bond2022-11-08Yes
Value of fidelity bond cover2022-11-08$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-11-08No
Participant contributions at end of year2022-11-08$0
Participant contributions at beginning of year2022-11-08$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-11-08$217,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-11-08$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-11-08$0
Liabilities. Value of operating payables at end of year2022-11-08$0
Liabilities. Value of operating payables at beginning of year2022-11-08$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-08No
Value of net income/loss2022-11-08$-10,933,250
Value of net assets at end of year (total assets less liabilities)2022-11-08$0
Value of net assets at beginning of year (total assets less liabilities)2022-11-08$10,933,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-08No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-08No
Were any leases to which the plan was party in default or uncollectible2022-11-08No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-08$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-08$6,673,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-11-08$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-11-08$2,380,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-11-08$2,380,897
Expenses. Payments to insurance carriers foe the provision of benefits2022-11-08$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-08$-697,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-08Yes
Was there a failure to transmit to the plan any participant contributions2022-11-08No
Has the plan failed to provide any benefit when due under the plan2022-11-08No
Assets. Invements in employer securities at end of year2022-11-08$0
Assets. Invements in employer securities at beginning of year2022-11-08$0
Assets. Value of employer real property at end of year2022-11-08$0
Assets. Value of employer real property at beginning of year2022-11-08$0
Contributions received in cash from employer2022-11-08$0
Employer contributions (assets) at end of year2022-11-08$0
Employer contributions (assets) at beginning of year2022-11-08$1,879,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-08$9,958,578
Asset. Corporate debt instrument preferred debt at end of year2022-11-08$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-11-08$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-11-08$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-11-08$0
Did the plan have assets held for investment2022-11-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-08Yes
Opinion of an independent qualified public accountant for this plan2022-11-08Unqualified
Accountancy firm name2022-11-08AAFCPAS, INC.
Accountancy firm EIN2022-11-08042571780
2021 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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$14,500
Total income from all sources (including contributions)2021-12-31$3,220,963
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,843,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,751,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,350,360
Value of total assets at end of year2021-12-31$10,933,250
Value of total assets at beginning of year2021-12-31$11,569,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$91,991
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$299,161
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$299,161
Administrative expenses professional fees incurred2021-12-31$28,375
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$14,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-622,163
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,933,250
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,555,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$63,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,673,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,395,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,380,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$555,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$555,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$571,442
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$2,350,360
Employer contributions (assets) at end of year2021-12-31$1,879,225
Employer contributions (assets) at beginning of year2021-12-31$618,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,751,135
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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 name2021-12-31AAFCPAS, INC.
Accountancy firm EIN2021-12-31042571780
2020 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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$14,900
Total income from all sources (including contributions)2020-12-31$1,800,917
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$109,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$618,865
Value of total assets at end of year2020-12-31$11,569,913
Value of total assets at beginning of year2020-12-31$9,893,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$109,267
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,182,052
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$1,182,052
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$14,900
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$1,691,650
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,569,913
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,878,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$109,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,951,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,028,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$34,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$34,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$466,889
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$618,865
Employer contributions (assets) at end of year2020-12-31$618,865
Employer contributions (assets) at beginning of year2020-12-31$1,829,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$661,904
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31AAFCPAS, INC.
Accountancy firm EIN2020-12-31042571780
2019 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2019 401k financial data
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$14,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,500
Total income from all sources (including contributions)2019-12-31$2,386,602
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$116,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,829,913
Value of total assets at end of year2019-12-31$9,893,163
Value of total assets at beginning of year2019-12-31$7,622,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,652
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$195,009
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$195,009
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$32,404
Administrative expenses (other) incurred2019-12-31$102,652
Liabilities. Value of operating payables at end of year2019-12-31$14,900
Liabilities. Value of operating payables at beginning of year2019-12-31$14,500
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$2,269,950
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,878,263
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,608,313
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,028,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,332,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$34,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$459,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$459,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$361,680
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,829,913
Employer contributions (assets) at end of year2019-12-31$1,829,913
Employer contributions (assets) at beginning of year2019-12-31$1,754,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,000
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$3,043,310
Contract administrator fees2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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$14,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,000
Total income from all sources (including contributions)2018-12-31$1,667,906
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$70,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,754,713
Value of total assets at end of year2018-12-31$7,622,813
Value of total assets at beginning of year2018-12-31$6,025,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,618
Total interest from all sources2018-12-31$71,199
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$47,407
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$47,407
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$32,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$14,500
Liabilities. Value of operating payables at beginning of year2018-12-31$14,000
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$1,597,288
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,608,313
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,011,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$70,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,332,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,283,752
Income. Interest from corporate debt instruments2018-12-31$61,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$459,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-205,413
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,754,713
Employer contributions (assets) at end of year2018-12-31$1,754,713
Employer contributions (assets) at beginning of year2018-12-31$1,741,273
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$3,043,310
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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 name2018-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2018-12-31351178661
2017 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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$14,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,000
Total income from all sources (including contributions)2017-12-31$2,002,572
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$87,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,741,273
Value of total assets at end of year2017-12-31$6,025,025
Value of total assets at beginning of year2017-12-31$4,110,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$87,961
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$3,698
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$14,000
Liabilities. Value of operating payables at beginning of year2017-12-31$14,000
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$1,914,611
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,011,025
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,096,414
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
Investment advisory and management fees2017-12-31$87,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,283,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,667,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$261,299
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,741,273
Employer contributions (assets) at end of year2017-12-31$1,741,273
Employer contributions (assets) at beginning of year2017-12-31$1,442,448
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
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 name2017-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2017-12-31351178661
2016 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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$14,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,000
Total income from all sources (including contributions)2016-12-31$1,538,458
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$83,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,442,448
Value of total assets at end of year2016-12-31$4,110,414
Value of total assets at beginning of year2016-12-31$2,654,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$83,984
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$14,000
Liabilities. Value of operating payables at beginning of year2016-12-31$13,000
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$1,454,474
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,096,414
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,641,940
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$83,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,667,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,219,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$96,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,442,448
Employer contributions (assets) at end of year2016-12-31$1,442,448
Employer contributions (assets) at beginning of year2016-12-31$1,435,837
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 name2016-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2016-12-31351178661
2015 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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$13,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$42,687
Total income from all sources (including contributions)2015-12-31$1,406,307
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,435,837
Value of total assets at end of year2015-12-31$2,654,940
Value of total assets at beginning of year2015-12-31$1,285,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,430
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$13,000
Liabilities. Value of operating payables at beginning of year2015-12-31$42,687
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$1,398,877
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,641,940
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,243,063
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$7,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,219,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,530
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$1,435,837
Employer contributions (assets) at end of year2015-12-31$1,435,837
Employer contributions (assets) at beginning of year2015-12-31$1,285,750
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 name2015-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2015-12-31351178661
2014 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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$42,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,285,750
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$42,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,285,750
Value of total assets at end of year2014-12-31$1,285,750
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,687
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31No
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
Liabilities. Value of operating payables at end of year2014-12-31$42,687
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,243,063
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,243,063
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
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
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$1,285,750
Employer contributions (assets) at end of year2014-12-31$1,285,750
Employer contributions (assets) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$42,687
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2014-12-31351178661

Form 5500 Responses for ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN

2022: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE 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: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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

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