CALIFORNIA ORTHOPAEDIC SPECIAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALIFORNIA ORTHOPAEDIC SPECIALISTS 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : CALIFORNIA ORTHOPAEDIC SPECIALISTS 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-29 | 77783 |
| Net assets as of the end of the plan year | 2025-04-29 | 1602064 |
| Total assets as of the beginning of the plan year | 2025-04-29 | 1394739 |
| Value of plan covered by a fidelity bond | 2025-04-29 | 139474 |
| Participant contributions to plan in this plan year | 2025-04-29 | 70882 |
| Value of participant loans at end of plan year | 2025-04-29 | 29123 |
| Other expenses paid from plan in this plan year | 2025-04-29 | 0 |
| Other contributions to plan in this plan year | 2025-04-29 | 0 |
| Other income to plan in this plan year | 2025-04-29 | 170299 |
| Plan net income in this plan year | 2025-04-29 | 207325 |
| Net assets as of the end of the plan year | 2025-04-29 | 1602064 |
| Net assets as of the beginning of the plan year | 2025-04-29 | 1394739 |
| Employer contributions to plan in this plan year | 2025-04-29 | 43927 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-29 | 13990 |
| 2024 : CALIFORNIA ORTHOPAEDIC SPECIALISTS 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-16 | 402566 |
| Net assets as of the end of the plan year | 2024-05-16 | 1394739 |
| Total assets as of the beginning of the plan year | 2024-05-16 | 1447637 |
| Value of plan covered by a fidelity bond | 2024-05-16 | 144764 |
| Participant contributions to plan in this plan year | 2024-05-16 | 92450 |
| Value of participant loans at end of plan year | 2024-05-16 | 32595 |
| Other expenses paid from plan in this plan year | 2024-05-16 | 0 |
| Other contributions to plan in this plan year | 2024-05-16 | 6538 |
| Other income to plan in this plan year | 2024-05-16 | 203975 |
| Plan net income in this plan year | 2024-05-16 | -52898 |
| Net assets as of the end of the plan year | 2024-05-16 | 1394739 |
| Net assets as of the beginning of the plan year | 2024-05-16 | 1447637 |
| Employer contributions to plan in this plan year | 2024-05-16 | 46705 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-16 | 12790 |
| 2022 : CALIFORNIA ORTHOPAEDIC SPECIALISTS 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-12 | 145941 |
| Net assets as of the end of the plan year | 2022-04-12 | 1583590 |
| Total assets as of the beginning of the plan year | 2022-04-12 | 1383181 |
| Value of plan covered by a fidelity bond | 2022-04-12 | 138318 |
| Participant contributions to plan in this plan year | 2022-04-12 | 125372 |
| Value of participant loans at end of plan year | 2022-04-12 | 6587 |
| Other expenses paid from plan in this plan year | 2022-04-12 | 0 |
| Other contributions to plan in this plan year | 2022-04-12 | 0 |
| Other income to plan in this plan year | 2022-04-12 | 172289 |
| Plan net income in this plan year | 2022-04-12 | 200409 |
| Net assets as of the end of the plan year | 2022-04-12 | 1583590 |
| Net assets as of the beginning of the plan year | 2022-04-12 | 1383181 |
| Employer contributions to plan in this plan year | 2022-04-12 | 48689 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-12 | 11860 |
| 2016 : CALIFORNIA ORTHOPAEDIC SPECIALISTS 401 K PROFIT SHARING PLAN TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $33,917 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $120 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $105 |
| Total plan assets at end of year | 2016-12-31 | $33,797 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $26,777 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $4,120 |
| Net income (gross income less expenses) | 2016-12-31 | $33,797 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $33,797 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $3,020 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $15 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
