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SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN
Plan identification number 001

SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC.
Employer identification number (EIN):330376200
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01NABIL RAZZOUK2021-10-11
0012019-01-01NABIL RAZZOUK2020-10-05
0012018-01-01NABIL RAZZOUK2019-10-14
0012017-01-01NABIL RAZZOUK
0012016-01-01NABIL RAZZOUK
0012015-01-01NABIL RAZZOUK
0012014-01-01NABIL RAZZOUK
0012013-01-01NABIL RAZZOUK
0012012-01-01NABIL RAZZOUK
0012011-01-01NABIL RAZZOUK
0012009-01-01NABIL RAZZOUK

Plan Statistics for SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN

401k plan membership statisitcs for SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN

Measure Date Value
2022: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01487
Total number of active participants reported on line 7a of the Form 55002022-01-01265
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01359
Number of participants with account balances2022-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01505
Total number of active participants reported on line 7a of the Form 55002021-01-01250
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01205
Total of all active and inactive participants2021-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01462
Number of participants with account balances2021-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01442
Total number of active participants reported on line 7a of the Form 55002020-01-01268
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01213
Total of all active and inactive participants2020-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01481
Number of participants with account balances2020-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01399
Total number of active participants reported on line 7a of the Form 55002019-01-01313
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01129
Total of all active and inactive participants2019-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01442
Number of participants with account balances2019-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01334
Total number of active participants reported on line 7a of the Form 55002018-01-01293
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01106
Total of all active and inactive participants2018-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01399
Number of participants with account balances2018-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01293
Total number of active participants reported on line 7a of the Form 55002017-01-01270
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01334
Number of participants with account balances2017-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01253
Total number of active participants reported on line 7a of the Form 55002016-01-01235
Number of retired or separated participants receiving benefits2016-01-0158
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01293
Number of participants with account balances2016-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01218
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01253
Number of participants with account balances2015-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0141
2014: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01218
Number of participants with account balances2014-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-01166
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01137
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01137
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-01114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01137
Number of participants with account balances2011-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01133
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01143
Number of participants with account balances2009-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN

Measure Date Value
2022 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,348,444
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$730,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$626,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,356,566
Value of total assets at end of year2022-12-31$26,433,612
Value of total assets at beginning of year2022-12-31$30,512,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,501
Total interest from all sources2022-12-31$21,445
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$577,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$577,543
Administrative expenses professional fees incurred2022-12-31$7,690
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$970,574
Participant contributions at end of year2022-12-31$418,995
Participant contributions at beginning of year2022-12-31$359,338
Participant contributions at end of year2022-12-31$15,900
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$136,887
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$52,061
Other income not declared elsewhere2022-12-31$-78,388
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$22,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,079,008
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,433,612
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,512,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$46,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,297,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,696,747
Interest on participant loans2022-12-31$21,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$164,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$91,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$91,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,225,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,385,992
Employer contributions (assets) at end of year2022-12-31$1,399,732
Employer contributions (assets) at beginning of year2022-12-31$1,290,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$626,063
Contract administrator fees2022-12-31$50,786
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2022-12-31271532099
2021 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,919,784
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$673,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$535,664
Expenses. Certain deemed distributions of participant loans2021-12-31$35,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,461,490
Value of total assets at end of year2021-12-31$30,512,620
Value of total assets at beginning of year2021-12-31$25,266,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$102,317
Total interest from all sources2021-12-31$26,025
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,934,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,934,753
Administrative expenses professional fees incurred2021-12-31$62,332
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$950,869
Participant contributions at end of year2021-12-31$359,338
Participant contributions at beginning of year2021-12-31$413,995
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$54,368
Assets. Other investments not covered elsewhere at end of year2021-12-31$52,061
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$220,385
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$28,252
Total non interest bearing cash at end of year2021-12-31$22,421
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,246,483
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,512,620
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,266,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,696,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,458,198
Interest on participant loans2021-12-31$23,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$91,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$87,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$87,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$497,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,290,236
Employer contributions (assets) at end of year2021-12-31$1,290,236
Employer contributions (assets) at beginning of year2021-12-31$1,252,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$507,412
Contract administrator fees2021-12-31$23,002
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2021-12-31952662063
2020 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$427
Total income from all sources (including contributions)2020-12-31$7,059,328
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$410,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$278,605
Expenses. Certain deemed distributions of participant loans2020-12-31$1,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,343,387
Value of total assets at end of year2020-12-31$25,266,137
Value of total assets at beginning of year2020-12-31$18,617,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$130,006
Total interest from all sources2020-12-31$24,904
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$680,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$680,731
Administrative expenses professional fees incurred2020-12-31$130,006
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$844,615
Participant contributions at end of year2020-12-31$413,995
Participant contributions at beginning of year2020-12-31$375,939
Participant contributions at end of year2020-12-31$54,368
Participant contributions at beginning of year2020-12-31$936
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,246,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,648,927
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,266,137
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,617,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,458,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,117,524
Interest on participant loans2020-12-31$24,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$87,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$45,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$45,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,010,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,252,209
Employer contributions (assets) at end of year2020-12-31$1,252,209
Employer contributions (assets) at beginning of year2020-12-31$1,078,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$278,605
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2020-12-31952662063
2019 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$425
Total income from all sources (including contributions)2019-12-31$5,285,206
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,079,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$943,864
Expenses. Certain deemed distributions of participant loans2019-12-31$19,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,881,496
Value of total assets at end of year2019-12-31$18,617,637
Value of total assets at beginning of year2019-12-31$14,412,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$116,129
Total interest from all sources2019-12-31$21,839
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$486,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$486,301
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$727,646
Participant contributions at end of year2019-12-31$375,939
Participant contributions at beginning of year2019-12-31$215,340
Participant contributions at end of year2019-12-31$936
Participant contributions at beginning of year2019-12-31$11,882
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$425
Other income not declared elsewhere2019-12-31$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,205,348
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,617,210
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,411,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$98,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,117,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,157,373
Interest on participant loans2019-12-31$21,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$45,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$36,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$36,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,895,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,078,138
Employer contributions (assets) at end of year2019-12-31$1,078,138
Employer contributions (assets) at beginning of year2019-12-31$990,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$943,864
Contract administrator fees2019-12-31$17,460
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2019-12-31952662063
2018 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$586,637
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$353,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$235,111
Expenses. Certain deemed distributions of participant loans2018-12-31$17,051
Value of total corrective distributions2018-12-31$425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,687,838
Value of total assets at end of year2018-12-31$14,412,287
Value of total assets at beginning of year2018-12-31$14,178,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$101,032
Total interest from all sources2018-12-31$24,140
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$510,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$510,558
Administrative expenses professional fees incurred2018-12-31$101,032
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$659,136
Participant contributions at end of year2018-12-31$215,340
Participant contributions at beginning of year2018-12-31$223,061
Participant contributions at end of year2018-12-31$11,882
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$37,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$233,018
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,411,862
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,178,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,157,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,985,766
Interest on participant loans2018-12-31$12,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$36,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$119,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$119,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,635,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$990,740
Employer contributions (assets) at end of year2018-12-31$990,740
Employer contributions (assets) at beginning of year2018-12-31$850,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$235,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2018-12-31952662063
2017 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,714,218
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$633,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$548,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,544,792
Value of total assets at end of year2017-12-31$14,178,844
Value of total assets at beginning of year2017-12-31$11,098,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$85,956
Total interest from all sources2017-12-31$11,814
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$319,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$319,706
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$557,104
Participant contributions at end of year2017-12-31$223,061
Participant contributions at beginning of year2017-12-31$280,531
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$6
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$137,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,080,240
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,178,844
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,098,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$61,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,985,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,098,346
Interest on participant loans2017-12-31$11,797
Interest earned on other investments2017-12-31$17
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$119,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$30,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$30,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,837,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$850,573
Employer contributions (assets) at end of year2017-12-31$850,573
Employer contributions (assets) at beginning of year2017-12-31$688,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$548,022
Contract administrator fees2017-12-31$24,186
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2017-12-31952662063
2016 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,322,596
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$531,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$463,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,368,204
Value of total assets at end of year2016-12-31$11,098,604
Value of total assets at beginning of year2016-12-31$9,307,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$67,897
Total interest from all sources2016-12-31$13,685
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$314,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$314,246
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$467,795
Participant contributions at end of year2016-12-31$280,531
Participant contributions at beginning of year2016-12-31$276,990
Participant contributions at end of year2016-12-31$6
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$207,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,790,948
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,098,604
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,307,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$57,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,098,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,384,461
Interest on participant loans2016-12-31$13,543
Interest earned on other investments2016-12-31$142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$30,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$28,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$28,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$626,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$693,257
Employer contributions (assets) at end of year2016-12-31$688,809
Employer contributions (assets) at beginning of year2016-12-31$617,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$463,751
Contract administrator fees2016-12-31$10,278
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2016-12-31952662063
2015 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,859
Total income from all sources (including contributions)2015-12-31$948,480
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$449,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$370,045
Expenses. Certain deemed distributions of participant loans2015-12-31$13,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,045,926
Value of total assets at end of year2015-12-31$9,307,656
Value of total assets at beginning of year2015-12-31$8,810,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$65,162
Total interest from all sources2015-12-31$14,166
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$396,598
Participant contributions at end of year2015-12-31$276,990
Participant contributions at beginning of year2015-12-31$261,698
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$6,886
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,552
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$1,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$499,322
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,307,656
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,808,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$65,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,384,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,943,056
Income. Interest from loans (other than to participants)2015-12-31$14,166
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$28,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$26,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$26,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-111,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$617,776
Employer contributions (assets) at end of year2015-12-31$617,776
Employer contributions (assets) at beginning of year2015-12-31$571,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$370,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2015-12-31952662063
2014 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,917
Total income from all sources (including contributions)2014-12-31$1,562,645
Total loss/gain on sale of assets2014-12-31$347,539
Total of all expenses incurred2014-12-31$885,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$875,384
Value of total corrective distributions2014-12-31$1,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,045,845
Value of total assets at end of year2014-12-31$8,810,193
Value of total assets at beginning of year2014-12-31$8,133,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,462
Total interest from all sources2014-12-31$7,835
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$218,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$218,233
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$394,015
Participant contributions at end of year2014-12-31$261,698
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$6,886
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$80,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$120
Liabilities. Value of operating payables at end of year2014-12-31$1,859
Liabilities. Value of operating payables at beginning of year2014-12-31$1,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$676,940
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,808,334
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,131,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,943,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,532,823
Interest on participant loans2014-12-31$6,771
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$26,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$109,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$109,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$571,673
Employer contributions (assets) at end of year2014-12-31$571,673
Employer contributions (assets) at beginning of year2014-12-31$490,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$875,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$347,539
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SOREN MCADAM CHRISTENSON, LLP
Accountancy firm EIN2014-12-31770549163
2013 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,049,799
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$189,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$183,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$865,770
Value of total assets at end of year2013-12-31$8,133,191
Value of total assets at beginning of year2013-12-31$6,270,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,990
Total interest from all sources2013-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$338,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$338,343
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$360,217
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$1,725
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,818
Administrative expenses (other) incurred2013-12-31$5,990
Liabilities. Value of operating payables at end of year2013-12-31$1,917
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,860,583
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,131,274
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,270,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,532,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,829,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$109,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$51,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$51,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$845,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$490,735
Employer contributions (assets) at end of year2013-12-31$490,735
Employer contributions (assets) at beginning of year2013-12-31$387,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$183,226
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SOREN MCADAM CHRISTENSON, LLP
Accountancy firm EIN2013-12-31770549163
2012 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,476,883
Total of all expenses incurred2012-12-31$2,273,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,267,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$680,657
Value of total assets at end of year2012-12-31$6,270,691
Value of total assets at beginning of year2012-12-31$7,067,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,833
Total interest from all sources2012-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$154,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$154,571
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$292,411
Participant contributions at end of year2012-12-31$1,725
Participant contributions at beginning of year2012-12-31$8,750
Administrative expenses (other) incurred2012-12-31$5,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-796,675
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,270,691
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,067,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,829,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,054,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$51,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$584,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$584,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$641,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$388,246
Employer contributions (assets) at end of year2012-12-31$387,958
Employer contributions (assets) at beginning of year2012-12-31$418,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,267,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN2012-12-31770549163
2011 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$551,821
Total of all expenses incurred2011-12-31$226,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$219,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$735,585
Value of total assets at end of year2011-12-31$7,067,366
Value of total assets at beginning of year2011-12-31$6,741,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,796
Total interest from all sources2011-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$206,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$206,572
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$285,852
Participant contributions at end of year2011-12-31$8,750
Participant contributions at beginning of year2011-12-31$200
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,066
Administrative expenses (other) incurred2011-12-31$6,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$325,382
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,067,366
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,741,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,054,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,238,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$584,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-390,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$419,667
Employer contributions (assets) at end of year2011-12-31$418,840
Employer contributions (assets) at beginning of year2011-12-31$490,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$219,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN2011-12-31770549163
2010 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$495,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,427,064
Total of all expenses incurred2010-12-31$85,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$80,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$759,394
Value of total assets at end of year2010-12-31$6,741,984
Value of total assets at beginning of year2010-12-31$5,895,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,622
Total interest from all sources2010-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$149,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$149,590
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$268,475
Participant contributions at end of year2010-12-31$200
Participant contributions at beginning of year2010-12-31$150
Administrative expenses (other) incurred2010-12-31$4,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,341,996
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,741,984
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,895,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,238,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,311,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$40,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$40,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$518,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$490,919
Employer contributions (assets) at end of year2010-12-31$490,919
Employer contributions (assets) at beginning of year2010-12-31$544,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$80,446
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SOREN MCADAM CHRISTENSON LLP
Accountancy firm EIN2010-12-31770549163
2009 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN

2022: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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