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Plan Name | ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | GENE STEFFEN | |||
002 | 2016-01-01 | GENE STEFFEN | |||
002 | 2015-01-01 | GENE STEFFEN | |||
002 | 2014-01-01 | GENE STEFFEN |
Measure | Date | Value |
---|---|---|
2022: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2022 401k membership | ||
Market value of plan assets | 2022-11-08 | 10,880,987 |
Acturial value of plan assets | 2022-11-08 | 10,880,987 |
Funding target for retired participants and beneficiaries receiving payment | 2022-11-08 | 0 |
Number of terminated vested participants | 2022-11-08 | 103 |
Fundng target for terminated vested participants | 2022-11-08 | 316,852 |
Active participant vested funding target | 2022-11-08 | 7,741,678 |
Number of active participants | 2022-11-08 | 204 |
Total funding liabilities for active participants | 2022-11-08 | 7,741,678 |
Total participant count | 2022-11-08 | 307 |
Total funding target for all participants | 2022-11-08 | 8,058,530 |
Balance at beginning of prior year after applicable adjustments | 2022-11-08 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-11-08 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-11-08 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-11-08 | 0 |
Amount remaining of carryover balance | 2022-11-08 | 0 |
Amount remaining of prefunding balance | 2022-11-08 | 0 |
Present value of excess contributions | 2022-11-08 | 2,186,404 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-11-08 | 2,305,563 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-11-08 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-11-08 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-11-08 | 0 |
Balance of carryovers at beginning of current year | 2022-11-08 | 0 |
Balance of prefunding at beginning of current year | 2022-11-08 | 0 |
Total employer contributions | 2022-11-08 | 0 |
Total employee contributions | 2022-11-08 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-11-08 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-11-08 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-11-08 | 0 |
Unpaid minimum required contributions for all prior years | 2022-11-08 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-11-08 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-11-08 | 0 |
Minimum required contributions for current year target normal cost | 2022-11-08 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-11-08 | 0 |
Waiver amortization installment | 2022-11-08 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-11-08 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-11-08 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-11-08 | 0 |
Additional cash requirement | 2022-11-08 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-11-08 | 0 |
Unpaid minimum required contributions for current year | 2022-11-08 | 0 |
Unpaid minimum required contributions for all years | 2022-11-08 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 277 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 11,564,980 |
Acturial value of plan assets | 2021-12-31 | 11,564,980 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 78 |
Fundng target for terminated vested participants | 2021-12-31 | 2,141,305 |
Active participant vested funding target | 2021-12-31 | 7,553,851 |
Number of active participants | 2021-12-31 | 184 |
Total funding liabilities for active participants | 2021-12-31 | 7,615,239 |
Total participant count | 2021-12-31 | 262 |
Total funding target for all participants | 2021-12-31 | 9,756,544 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 1,703,769 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,799,521 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 2,350,360 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 2,186,404 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 1,342,138 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 2,186,404 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 88 |
Total of all active and inactive participants | 2021-01-01 | 277 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 15 |
2020: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 9,858,249 |
Acturial value of plan assets | 2020-12-31 | 9,858,249 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 60 |
Fundng target for terminated vested participants | 2020-12-31 | 196,189 |
Active participant vested funding target | 2020-12-31 | 7,814,845 |
Number of active participants | 2020-12-31 | 220 |
Total funding liabilities for active participants | 2020-12-31 | 7,854,106 |
Total participant count | 2020-12-31 | 280 |
Total funding target for all participants | 2020-12-31 | 8,050,295 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 1,523,069 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,606,076 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 1,790,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 1,703,769 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,406,068 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 1,703,769 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 280 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 198 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 78 |
Total of all active and inactive participants | 2020-01-01 | 276 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 276 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 18 |
2019: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 7,588,497 |
Acturial value of plan assets | 2019-12-31 | 7,588,497 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 60 |
Fundng target for terminated vested participants | 2019-12-31 | 131,052 |
Active participant vested funding target | 2019-12-31 | 6,187,563 |
Number of active participants | 2019-12-31 | 198 |
Total funding liabilities for active participants | 2019-12-31 | 6,274,531 |
Total participant count | 2019-12-31 | 258 |
Total funding target for all participants | 2019-12-31 | 6,405,583 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 1,218,533 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,286,893 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 1,829,913 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,702,229 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,362,074 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 179,160 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 179,160 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,702,229 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 246 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 198 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 60 |
Total of all active and inactive participants | 2019-01-01 | 258 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 258 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 19 |
2018: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 5,991,261 |
Acturial value of plan assets | 2018-12-31 | 5,991,261 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 48 |
Fundng target for terminated vested participants | 2018-12-31 | 87,415 |
Active participant vested funding target | 2018-12-31 | 4,546,867 |
Number of active participants | 2018-12-31 | 190 |
Total funding liabilities for active participants | 2018-12-31 | 4,622,259 |
Total participant count | 2018-12-31 | 238 |
Total funding target for all participants | 2018-12-31 | 4,709,674 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 1,517,488 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,605,047 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 1,310,034 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,221,760 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,284,814 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 3,227 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 3,227 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,221,760 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 236 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 48 |
Total of all active and inactive participants | 2018-01-01 | 238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 238 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 19 |
2017: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 4,081,538 |
Acturial value of plan assets | 2017-12-31 | 4,081,538 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 13 |
Fundng target for terminated vested participants | 2017-12-31 | 27,323 |
Active participant vested funding target | 2017-12-31 | 3,060,363 |
Number of active participants | 2017-12-31 | 199 |
Total funding liabilities for active participants | 2017-12-31 | 3,111,053 |
Total participant count | 2017-12-31 | 212 |
Total funding target for all participants | 2017-12-31 | 3,138,376 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 1,088,599 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,153,588 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 1,741,272 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,614,361 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,040,035 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 96,873 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 96,873 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,614,361 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 32 |
Total of all active and inactive participants | 2017-01-01 | 219 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 25 |
2016: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 2,637,394 |
Acturial value of plan assets | 2016-12-31 | 2,637,394 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 0 |
Number of active participants | 2016-12-31 | 189 |
Total funding liabilities for active participants | 2016-12-31 | 1,906,771 |
Total participant count | 2016-12-31 | 189 |
Total funding target for all participants | 2016-12-31 | 1,906,771 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 872,480 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 925,963 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 1,442,448 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,333,936 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 975,960 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 245,337 |
Additional cash requirement | 2016-12-31 | 245,337 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,333,936 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 182 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
Total of all active and inactive participants | 2016-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 195 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 17 |
2015: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 61 |
2014: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 196 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 196 |
Measure | Date | Value |
---|---|---|
2022 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-11-08 | $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 assets | 2022-11-08 | $0 |
Total of all expenses incurred | 2022-11-08 | $10,235,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-11-08 | $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 year | 2022-11-08 | $0 |
Value of total assets at beginning of year | 2022-11-08 | $10,933,250 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-11-08 | $59,527 |
Total interest from all sources | 2022-11-08 | $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 year | 2022-11-08 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-11-08 | $0 |
Administrative expenses professional fees incurred | 2022-11-08 | $59,527 |
Was this plan covered by a fidelity bond | 2022-11-08 | Yes |
Value of fidelity bond cover | 2022-11-08 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-11-08 | No |
Participant contributions at end of year | 2022-11-08 | $0 |
Participant contributions at beginning of year | 2022-11-08 | $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 year | 2022-11-08 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-11-08 | $0 |
Liabilities. Value of operating payables at end of year | 2022-11-08 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-11-08 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-11-08 | No |
Value of net income/loss | 2022-11-08 | $-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) | 2022-11-08 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-11-08 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-11-08 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-11-08 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-11-08 | $6,673,128 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-11-08 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-11-08 | $2,380,897 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-11-08 | $2,380,897 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-11-08 | $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 assets | 2022-11-08 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-11-08 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-11-08 | No |
Assets. Invements in employer securities at end of year | 2022-11-08 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-11-08 | $0 |
Assets. Value of employer real property at end of year | 2022-11-08 | $0 |
Assets. Value of employer real property at beginning of year | 2022-11-08 | $0 |
Contributions received in cash from employer | 2022-11-08 | $0 |
Employer contributions (assets) at end of year | 2022-11-08 | $0 |
Employer contributions (assets) at beginning of year | 2022-11-08 | $1,879,225 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-11-08 | $9,958,578 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-11-08 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-11-08 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-11-08 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-11-08 | $0 |
Did the plan have assets held for investment | 2022-11-08 | 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 | 2022-11-08 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-11-08 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-11-08 | Unqualified |
Accountancy firm name | 2022-11-08 | AAFCPAS, INC. |
Accountancy firm EIN | 2022-11-08 | 042571780 |
2021 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,843,126 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $10,933,250 |
Value of total assets at beginning of year | 2021-12-31 | $11,569,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $91,991 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $299,161 |
Administrative expenses professional fees incurred | 2021-12-31 | $28,375 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $63,616 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,673,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,395,053 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,380,897 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $555,995 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $2,350,360 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,879,225 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $618,865 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,751,135 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | AAFCPAS, INC. |
Accountancy firm EIN | 2021-12-31 | 042571780 |
2020 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $109,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $618,865 |
Value of total assets at end of year | 2020-12-31 | $11,569,913 |
Value of total assets at beginning of year | 2020-12-31 | $9,893,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $109,267 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,182,052 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $109,267 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,951,048 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,028,768 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $34,482 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $618,865 |
Employer contributions (assets) at end of year | 2020-12-31 | $618,865 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,829,913 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $661,904 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | AAFCPAS, INC. |
Accountancy firm EIN | 2020-12-31 | 042571780 |
2019 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $116,652 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $9,893,163 |
Value of total assets at beginning of year | 2019-12-31 | $7,622,813 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $102,652 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $195,009 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $32,404 |
Administrative expenses (other) incurred | 2019-12-31 | $102,652 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $14,900 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,028,768 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,332,549 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $34,482 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $459,837 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $1,829,913 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,829,913 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,754,713 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,000 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $3,043,310 |
Contract administrator fees | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $70,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $7,622,813 |
Value of total assets at beginning of year | 2018-12-31 | $6,025,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $70,618 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $47,407 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $32,404 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $14,500 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $70,618 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,332,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,283,752 |
Income. Interest from corporate debt instruments | 2018-12-31 | $61,853 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $459,837 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $1,754,713 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,754,713 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,741,273 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $3,043,310 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2018-12-31 | 351178661 |
2017 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $87,961 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $6,025,025 |
Value of total assets at beginning of year | 2017-12-31 | $4,110,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $87,961 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $3,698 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $14,000 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $87,961 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,283,752 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Assets. Value of employer real property at end of year | 2017-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $1,741,273 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,741,273 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,442,448 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2017-12-31 | 351178661 |
2016 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $83,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $4,110,414 |
Value of total assets at beginning of year | 2016-12-31 | $2,654,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $83,984 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $14,000 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $83,984 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,667,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,442,448 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,442,448 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,435,837 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2016-12-31 | 351178661 |
2015 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $7,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $2,654,940 |
Value of total assets at beginning of year | 2015-12-31 | $1,285,750 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,430 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $13,000 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $7,430 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,219,103 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,435,837 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,435,837 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,285,750 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2015-12-31 | 351178661 |
2014 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $42,687 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $1,285,750 |
Value of total assets at beginning of year | 2014-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $42,687 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $42,687 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,285,750 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,285,750 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Contract administrator fees | 2014-12-31 | $42,687 |
Did the plan have assets held for investment | 2014-12-31 | No |
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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2014-12-31 | 351178661 |
2022: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. CASH BALANCE PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |