401k Plan data: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN plan

ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN
Plan identification number	001

ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORTHOPEDIC ASSOCIATES OF DAYTON, INC. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC ASSOCIATES OF DAYTON, INC.

Employer identification number (EIN): 310895186

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-12-01
001 2020-12-01
001 2019-12-01
001 2018-12-01
001 2017-12-01
001 2016-12-01 THOMAS COOK, D.O.
001 2015-12-01 THOMAS COOK, D.O.
001 2014-12-01 THOMAS COOK, D.O.
001 2013-12-01 THOMAS COOK, D.O.
001 2012-12-01 THOMAS COOK, D.O.
001 2011-12-01 THOMAS COOK, D.O.
001 2010-12-01 THOMAS COOK, D.O.
001 2009-12-01 THOMAS COOK, D.O.

Plan Statistics for ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN

Measure Date Value
2021: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-12-01 41
Total number of active participants reported on line 7a of the Form 5500 2021-12-01 28
Number of retired or separated participants receiving benefits 2021-12-01 8
Number of other retired or separated participants entitled to future benefits 2021-12-01 3
Total of all active and inactive participants 2021-12-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-12-01 0
Total participants 2021-12-01 39
Number of participants with account balances 2021-12-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-12-01 1
2020: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-12-01 34
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 22
Number of retired or separated participants receiving benefits 2020-12-01 7
Number of other retired or separated participants entitled to future benefits 2020-12-01 6
Total of all active and inactive participants 2020-12-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 0
Total participants 2020-12-01 35
Number of participants with account balances 2020-12-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-01 0
2019: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-12-01 33
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 19
Number of retired or separated participants receiving benefits 2019-12-01 7
Number of other retired or separated participants entitled to future benefits 2019-12-01 5
Total of all active and inactive participants 2019-12-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 0
Total participants 2019-12-01 31
Number of participants with account balances 2019-12-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-12-01 0
2018: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-12-01 34
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 21
Number of retired or separated participants receiving benefits 2018-12-01 7
Number of other retired or separated participants entitled to future benefits 2018-12-01 5
Total of all active and inactive participants 2018-12-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 0
Total participants 2018-12-01 33
Number of participants with account balances 2018-12-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-01 2
2017: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-12-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 26
Number of retired or separated participants receiving benefits 2017-12-01 4
Number of other retired or separated participants entitled to future benefits 2017-12-01 2
Total of all active and inactive participants 2017-12-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 0
Total participants 2017-12-01 32
Number of participants with account balances 2017-12-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-12-01 0
2016: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 31
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 27
Number of retired or separated participants receiving benefits 2016-12-01 3
Number of other retired or separated participants entitled to future benefits 2016-12-01 3
Total of all active and inactive participants 2016-12-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 33
Number of participants with account balances 2016-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 1
2015: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 27
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 23
Number of retired or separated participants receiving benefits 2015-12-01 2
Number of other retired or separated participants entitled to future benefits 2015-12-01 3
Total of all active and inactive participants 2015-12-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 28
Number of participants with account balances 2015-12-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 0
2014: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 22
Number of retired or separated participants receiving benefits 2014-12-01 1
Number of other retired or separated participants entitled to future benefits 2014-12-01 2
Total of all active and inactive participants 2014-12-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 25
Number of participants with account balances 2014-12-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 2
2013: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 19
Number of retired or separated participants receiving benefits 2013-12-01 2
Number of other retired or separated participants entitled to future benefits 2013-12-01 2
Total of all active and inactive participants 2013-12-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 23
Number of participants with account balances 2013-12-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 3
2012: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 18
Number of retired or separated participants receiving benefits 2012-12-01 6
Number of other retired or separated participants entitled to future benefits 2012-12-01 0
Total of all active and inactive participants 2012-12-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 24
Number of participants with account balances 2012-12-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 13
Number of retired or separated participants receiving benefits 2011-12-01 1
Number of other retired or separated participants entitled to future benefits 2011-12-01 2
Total of all active and inactive participants 2011-12-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 16
Number of participants with account balances 2011-12-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2010: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-12-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-12-01 10
Number of retired or separated participants receiving benefits 2010-12-01 1
Number of other retired or separated participants entitled to future benefits 2010-12-01 1
Total of all active and inactive participants 2010-12-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-12-01 0
Total participants 2010-12-01 12
Number of participants with account balances 2010-12-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-12-01 0
2009: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 9
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 4
Total of all active and inactive participants 2009-12-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 13
Number of participants with account balances 2009-12-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 0

Measure	Date	Value
2021: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-12-01	41
Total number of active participants reported on line 7a of the Form 5500	2021-12-01	28
Number of retired or separated participants receiving benefits	2021-12-01	8
Number of other retired or separated participants entitled to future benefits	2021-12-01	3
Total of all active and inactive participants	2021-12-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-12-01	0
Total participants	2021-12-01	39
Number of participants with account balances	2021-12-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-12-01	1
2020: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-12-01	34
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	22
Number of retired or separated participants receiving benefits	2020-12-01	7
Number of other retired or separated participants entitled to future benefits	2020-12-01	6
Total of all active and inactive participants	2020-12-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	0
Total participants	2020-12-01	35
Number of participants with account balances	2020-12-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-01	0
2019: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-12-01	33
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	19
Number of retired or separated participants receiving benefits	2019-12-01	7
Number of other retired or separated participants entitled to future benefits	2019-12-01	5
Total of all active and inactive participants	2019-12-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	0
Total participants	2019-12-01	31
Number of participants with account balances	2019-12-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-12-01	0
2018: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-12-01	34
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	21
Number of retired or separated participants receiving benefits	2018-12-01	7
Number of other retired or separated participants entitled to future benefits	2018-12-01	5
Total of all active and inactive participants	2018-12-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	0
Total participants	2018-12-01	33
Number of participants with account balances	2018-12-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-01	2
2017: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-12-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	26
Number of retired or separated participants receiving benefits	2017-12-01	4
Number of other retired or separated participants entitled to future benefits	2017-12-01	2
Total of all active and inactive participants	2017-12-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	0
Total participants	2017-12-01	32
Number of participants with account balances	2017-12-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-12-01	0
2016: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	31
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	27
Number of retired or separated participants receiving benefits	2016-12-01	3
Number of other retired or separated participants entitled to future benefits	2016-12-01	3
Total of all active and inactive participants	2016-12-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	33
Number of participants with account balances	2016-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	1
2015: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	27
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	23
Number of retired or separated participants receiving benefits	2015-12-01	2
Number of other retired or separated participants entitled to future benefits	2015-12-01	3
Total of all active and inactive participants	2015-12-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	28
Number of participants with account balances	2015-12-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	0
2014: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	22
Number of retired or separated participants receiving benefits	2014-12-01	1
Number of other retired or separated participants entitled to future benefits	2014-12-01	2
Total of all active and inactive participants	2014-12-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	25
Number of participants with account balances	2014-12-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	2
2013: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	19
Number of retired or separated participants receiving benefits	2013-12-01	2
Number of other retired or separated participants entitled to future benefits	2013-12-01	2
Total of all active and inactive participants	2013-12-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	23
Number of participants with account balances	2013-12-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	3
2012: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	18
Number of retired or separated participants receiving benefits	2012-12-01	6
Number of other retired or separated participants entitled to future benefits	2012-12-01	0
Total of all active and inactive participants	2012-12-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	24
Number of participants with account balances	2012-12-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	13
Number of retired or separated participants receiving benefits	2011-12-01	1
Number of other retired or separated participants entitled to future benefits	2011-12-01	2
Total of all active and inactive participants	2011-12-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	16
Number of participants with account balances	2011-12-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2010: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-12-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-12-01	10
Number of retired or separated participants receiving benefits	2010-12-01	1
Number of other retired or separated participants entitled to future benefits	2010-12-01	1
Total of all active and inactive participants	2010-12-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-12-01	0
Total participants	2010-12-01	12
Number of participants with account balances	2010-12-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-12-01	0
2009: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	9
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	4
Total of all active and inactive participants	2009-12-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	13
Number of participants with account balances	2009-12-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	0

Financial Data on ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-11-30	$-190,238
Expenses. Total of all expenses incurred	2022-11-30	$85,685
Benefits paid (including direct rollovers)	2022-11-30	$83,772
Total plan assets at end of year	2022-11-30	$5,332,751
Total plan assets at beginning of year	2022-11-30	$5,608,674
Value of fidelity bond covering the plan	2022-11-30	$500,000
Total contributions received or receivable from participants	2022-11-30	$168,155
Other income received	2022-11-30	$-588,525
Net income (gross income less expenses)	2022-11-30	$-275,923
Net plan assets at end of year (total assets less liabilities)	2022-11-30	$5,332,751
Net plan assets at beginning of year (total assets less liabilities)	2022-11-30	$5,608,674
Assets. Value of participant loans	2022-11-30	$64,495
Total contributions received or receivable from employer(s)	2022-11-30	$230,132
Expenses. Administrative service providers (salaries,fees and commissions)	2022-11-30	$1,913
2021 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-11-30	$973,642
Expenses. Total of all expenses incurred	2021-11-30	$2,363
Total plan assets at end of year	2021-11-30	$5,608,674
Total plan assets at beginning of year	2021-11-30	$4,637,395
Value of fidelity bond covering the plan	2021-11-30	$500,000
Total contributions received or receivable from participants	2021-11-30	$130,178
Other income received	2021-11-30	$664,756
Net income (gross income less expenses)	2021-11-30	$971,279
Net plan assets at end of year (total assets less liabilities)	2021-11-30	$5,608,674
Net plan assets at beginning of year (total assets less liabilities)	2021-11-30	$4,637,395
Assets. Value of participant loans	2021-11-30	$68,174
Assets. Value of assets in partnership/joint-venture interests	2021-11-30	$17,090
Total contributions received or receivable from employer(s)	2021-11-30	$178,708
Expenses. Administrative service providers (salaries,fees and commissions)	2021-11-30	$2,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-11-30	$0
2020 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-11-30	$819,428
Expenses. Total of all expenses incurred	2020-11-30	$295,727
Benefits paid (including direct rollovers)	2020-11-30	$292,414
Total plan assets at end of year	2020-11-30	$4,637,395
Total plan assets at beginning of year	2020-11-30	$4,113,694
Value of fidelity bond covering the plan	2020-11-30	$500,000
Total contributions received or receivable from participants	2020-11-30	$109,766
Contributions received from other sources (not participants or employers)	2020-11-30	$8,679
Other income received	2020-11-30	$556,402
Net income (gross income less expenses)	2020-11-30	$523,701
Net plan assets at end of year (total assets less liabilities)	2020-11-30	$4,637,395
Net plan assets at beginning of year (total assets less liabilities)	2020-11-30	$4,113,694
Assets. Value of participant loans	2020-11-30	$75,056
Assets. Value of assets in partnership/joint-venture interests	2020-11-30	$17,090
Total contributions received or receivable from employer(s)	2020-11-30	$144,581
Expenses. Administrative service providers (salaries,fees and commissions)	2020-11-30	$3,313
2019 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-11-30	$857,309
Expenses. Total of all expenses incurred	2019-11-30	$34,044
Benefits paid (including direct rollovers)	2019-11-30	$30,229
Total plan assets at end of year	2019-11-30	$4,113,694
Total plan assets at beginning of year	2019-11-30	$3,290,429
Value of fidelity bond covering the plan	2019-11-30	$500,000
Total contributions received or receivable from participants	2019-11-30	$128,459
Contributions received from other sources (not participants or employers)	2019-11-30	$152,534
Other income received	2019-11-30	$437,907
Net income (gross income less expenses)	2019-11-30	$823,265
Net plan assets at end of year (total assets less liabilities)	2019-11-30	$4,113,694
Net plan assets at beginning of year (total assets less liabilities)	2019-11-30	$3,290,429
Assets. Value of participant loans	2019-11-30	$76,770
Assets. Value of assets in partnership/joint-venture interests	2019-11-30	$15,777
Total contributions received or receivable from employer(s)	2019-11-30	$138,409
Expenses. Administrative service providers (salaries,fees and commissions)	2019-11-30	$3,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-11-30	$0
2018 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-11-30	$0
2017 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-11-30	$838,706
Expenses. Total of all expenses incurred	2017-11-30	$13,164
Benefits paid (including direct rollovers)	2017-11-30	$10,231
Total plan assets at end of year	2017-11-30	$3,100,936
Total plan assets at beginning of year	2017-11-30	$2,275,394
Value of fidelity bond covering the plan	2017-11-30	$500,000
Total contributions received or receivable from participants	2017-11-30	$102,825
Contributions received from other sources (not participants or employers)	2017-11-30	$14,848
Other income received	2017-11-30	$508,582
Net income (gross income less expenses)	2017-11-30	$825,542
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$3,100,936
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$2,275,394
Assets. Value of participant loans	2017-11-30	$86,408
Assets. Value of assets in partnership/joint-venture interests	2017-11-30	$93,603
Total contributions received or receivable from employer(s)	2017-11-30	$212,451
Expenses. Administrative service providers (salaries,fees and commissions)	2017-11-30	$2,933
2016 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-11-30	$375,616
Expenses. Total of all expenses incurred	2016-11-30	$19,933
Benefits paid (including direct rollovers)	2016-11-30	$16,449
Total plan assets at end of year	2016-11-30	$2,275,394
Total plan assets at beginning of year	2016-11-30	$1,919,711
Value of fidelity bond covering the plan	2016-11-30	$500,000
Total contributions received or receivable from participants	2016-11-30	$105,382
Other income received	2016-11-30	$74,231
Net income (gross income less expenses)	2016-11-30	$355,683
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$2,275,394
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$1,919,711
Assets. Value of participant loans	2016-11-30	$83,975
Assets. Value of assets in partnership/joint-venture interests	2016-11-30	$342,858
Total contributions received or receivable from employer(s)	2016-11-30	$196,003
Expenses. Administrative service providers (salaries,fees and commissions)	2016-11-30	$3,484
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
2015 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-11-30	$298,814
Expenses. Total of all expenses incurred	2015-11-30	$25,570
Benefits paid (including direct rollovers)	2015-11-30	$22,356
Total plan assets at end of year	2015-11-30	$1,919,711
Total plan assets at beginning of year	2015-11-30	$1,646,467
Value of fidelity bond covering the plan	2015-11-30	$500,000
Total contributions received or receivable from participants	2015-11-30	$106,020
Other income received	2015-11-30	$19,923
Net income (gross income less expenses)	2015-11-30	$273,244
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$1,919,711
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$1,646,467
Assets. Value of participant loans	2015-11-30	$73,137
Assets. Value of assets in partnership/joint-venture interests	2015-11-30	$221,050
Total contributions received or receivable from employer(s)	2015-11-30	$172,871
Expenses. Administrative service providers (salaries,fees and commissions)	2015-11-30	$3,214
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-30	$0
2014 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-11-30	$498,984
Expenses. Total of all expenses incurred	2014-11-30	$37,442
Benefits paid (including direct rollovers)	2014-11-30	$36,473
Total plan assets at end of year	2014-11-30	$1,646,467
Total plan assets at beginning of year	2014-11-30	$1,184,925
Value of fidelity bond covering the plan	2014-11-30	$500,000
Total contributions received or receivable from participants	2014-11-30	$83,246
Other income received	2014-11-30	$243,035
Net income (gross income less expenses)	2014-11-30	$461,542
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$1,646,467
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$1,184,925
Assets. Value of participant loans	2014-11-30	$45,613
Assets. Value of assets in partnership/joint-venture interests	2014-11-30	$253,225
Total contributions received or receivable from employer(s)	2014-11-30	$172,703
Expenses. Administrative service providers (salaries,fees and commissions)	2014-11-30	$969
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
2013 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-11-30	$408,118
Expenses. Total of all expenses incurred	2013-11-30	$55,980
Benefits paid (including direct rollovers)	2013-11-30	$48,234
Total plan assets at end of year	2013-11-30	$1,184,925
Total plan assets at beginning of year	2013-11-30	$832,787
Value of fidelity bond covering the plan	2013-11-30	$500,000
Total contributions received or receivable from participants	2013-11-30	$81,346
Other income received	2013-11-30	$157,008
Net income (gross income less expenses)	2013-11-30	$352,138
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$1,184,925
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$832,787
Assets. Value of participant loans	2013-11-30	$41,113
Assets. Value of assets in partnership/joint-venture interests	2013-11-30	$217,907
Total contributions received or receivable from employer(s)	2013-11-30	$169,764
Expenses. Administrative service providers (salaries,fees and commissions)	2013-11-30	$7,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-11-30	$0
2012 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-11-30	$215,961
Expenses. Total of all expenses incurred	2012-11-30	$6,567
Total plan assets at end of year	2012-11-30	$832,787
Total plan assets at beginning of year	2012-11-30	$623,393
Value of fidelity bond covering the plan	2012-11-30	$140,000
Total contributions received or receivable from participants	2012-11-30	$56,572
Contributions received from other sources (not participants or employers)	2012-11-30	$5,579
Other income received	2012-11-30	$39,856
Net income (gross income less expenses)	2012-11-30	$209,394
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$832,787
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$623,393
Assets. Value of participant loans	2012-11-30	$33,036
Assets. Value of assets in partnership/joint-venture interests	2012-11-30	$217,907
Total contributions received or receivable from employer(s)	2012-11-30	$113,954
Expenses. Administrative service providers (salaries,fees and commissions)	2012-11-30	$6,567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-11-30	$0
2011 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-11-30	$136,136
Expenses. Total of all expenses incurred	2011-11-30	$776,764
Benefits paid (including direct rollovers)	2011-11-30	$774,325
Total plan assets at end of year	2011-11-30	$623,393
Total plan assets at beginning of year	2011-11-30	$1,264,021
Value of fidelity bond covering the plan	2011-11-30	$140,000
Total contributions received or receivable from participants	2011-11-30	$40,613
Contributions received from other sources (not participants or employers)	2011-11-30	$1,763
Other income received	2011-11-30	$13,210
Net income (gross income less expenses)	2011-11-30	$-640,628
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$623,393
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$1,264,021
Assets. Value of participant loans	2011-11-30	$11,002
Total contributions received or receivable from employer(s)	2011-11-30	$80,550
Expenses. Administrative service providers (salaries,fees and commissions)	2011-11-30	$2,439
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-30	$0
2010 : ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-11-30	$0

Form 5500 Responses for ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN

2021: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-12-01	Type of plan entity	Single employer plan
2021-12-01	Submission has been amended	No
2021-12-01	This submission is the final filing	No
2021-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-12-01	Plan is a collectively bargained plan	No
2021-12-01	Plan funding arrangement – Trust	Yes
2021-12-01	Plan benefit arrangement - Trust	Yes
2020: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Submission has been amended	No
2020-12-01	This submission is the final filing	No
2020-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-12-01	Plan is a collectively bargained plan	No
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Submission has been amended	No
2019-12-01	This submission is the final filing	No
2019-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-12-01	Plan is a collectively bargained plan	No
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Submission has been amended	No
2018-12-01	This submission is the final filing	No
2018-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-12-01	Plan is a collectively bargained plan	No
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2017: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Submission has been amended	No
2017-12-01	This submission is the final filing	No
2017-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-12-01	Plan is a collectively bargained plan	No
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Submission has been amended	No
2013-12-01	This submission is the final filing	No
2013-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-12-01	Plan is a collectively bargained plan	No
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	No
2012-12-01	This submission is the final filing	No
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2010: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-12-01	Type of plan entity	Single employer plan
2010-12-01	Submission has been amended	No
2010-12-01	This submission is the final filing	No
2010-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-12-01	Plan is a collectively bargained plan	No
2010-12-01	Plan funding arrangement – Trust	Yes
2010-12-01	Plan benefit arrangement - Trust	Yes
2009: ORTHOPEDIC ASSOCIATES OF DAYTON, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Insurance	Yes
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement – Insurance	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ORTHOPEDIC ASSOCIATES OF DAYTON, INC.
Employer identification number (EIN):	310895186
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)