401k Plan data: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN plan

SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS

Employer identification number (EIN): 330380898

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GEORGINA GUIZARZ
001 2013-01-01
001 2012-01-01 JOHN S. PORTWOOD M.D. JOHN S. PORTWOOD M.D. 2013-02-15
001 2011-01-01 JOHN S PORTWOOD MD JOHN S PORTWOOD MD 2012-02-27
001 2010-01-01 JOHN PORTWOOD JOHN PORTWOOD 2011-04-06
001 2009-01-01 JOHN PORTWOOD JOHN PORTWOOD 2010-08-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	GEORGINA GUIZARZ
001	2013-01-01
001	2012-01-01	JOHN S. PORTWOOD M.D.	JOHN S. PORTWOOD M.D.	2013-02-15
001	2011-01-01	JOHN S PORTWOOD MD	JOHN S PORTWOOD MD	2012-02-27
001	2010-01-01	JOHN PORTWOOD	JOHN PORTWOOD	2011-04-06
001	2009-01-01	JOHN PORTWOOD	JOHN PORTWOOD	2010-08-20

Plan Statistics for SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2013: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 22
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 20
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 20
Number of participants with account balances 2010-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2013: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	22
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	20
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	20
Number of participants with account balances	2010-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$543,793
Expenses. Total of all expenses incurred	2021-12-31	$4,763,348
Benefits paid (including direct rollovers)	2021-12-31	$4,763,166
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$4,219,555
Value of fidelity bond covering the plan	2021-12-31	$350,000
Total contributions received or receivable from participants	2021-12-31	$27,256
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$506,432
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-4,219,555
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,219,555
Assets. Value of participant loans	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$10,105
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$182
2020 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$533,714
Expenses. Total of all expenses incurred	2020-12-31	$47,800
Benefits paid (including direct rollovers)	2020-12-31	$47,550
Total plan assets at end of year	2020-12-31	$4,219,555
Total plan assets at beginning of year	2020-12-31	$3,733,641
Value of fidelity bond covering the plan	2020-12-31	$350,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$36,472
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$477,081
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$485,914
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,219,555
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,733,641
Assets. Value of participant loans	2020-12-31	$125
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$20,161
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$250
2019 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$733,529
Expenses. Total of all expenses incurred	2019-12-31	$35,605
Benefits paid (including direct rollovers)	2019-12-31	$35,330
Total plan assets at end of year	2019-12-31	$3,733,641
Total plan assets at beginning of year	2019-12-31	$3,035,717
Value of fidelity bond covering the plan	2019-12-31	$350,000
Assets. Value of tangible personal property	2019-12-31	$0
Total contributions received or receivable from participants	2019-12-31	$53,137
Assets. Value of loans (other than to participants)	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$662,668
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$697,924
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,733,641
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,035,717
Assets. Value of participant loans	2019-12-31	$607
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Assets. Value of real-estate (other than employer real property)	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$0
Assets. Value of employer real property	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$17,724
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$275
2018 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-90,604
Expenses. Total of all expenses incurred	2018-12-31	$468,789
Benefits paid (including direct rollovers)	2018-12-31	$461,417
Total plan assets at end of year	2018-12-31	$3,035,717
Total plan assets at beginning of year	2018-12-31	$3,595,110
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$43,919
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-165,148
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-559,393
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,035,717
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,595,110
Assets. Value of participant loans	2018-12-31	$737
Total contributions received or receivable from employer(s)	2018-12-31	$30,625
Value of certain deemed distributions of participant loans	2018-12-31	$6,804
Value of corrective distributions	2018-12-31	$230
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$338
2017 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$661,021
Expenses. Total of all expenses incurred	2017-12-31	$396,117
Benefits paid (including direct rollovers)	2017-12-31	$395,398
Total plan assets at end of year	2017-12-31	$3,595,110
Total plan assets at beginning of year	2017-12-31	$3,330,206
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$83,402
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$543,432
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$264,904
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,595,110
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,330,206
Assets. Value of participant loans	2017-12-31	$7,867
Total contributions received or receivable from employer(s)	2017-12-31	$34,187
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$719
2013 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$245,653
Expenses. Total of all expenses incurred	2013-12-31	$17,200
Benefits paid (including direct rollovers)	2013-12-31	$17,200
Total plan assets at end of year	2013-12-31	$1,639,350
Total plan assets at beginning of year	2013-12-31	$1,410,897
Value of fidelity bond covering the plan	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$88,423
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$118,780
Net income (gross income less expenses)	2013-12-31	$228,453
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,639,350
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,410,897
Assets. Value of participant loans	2013-12-31	$56
Total contributions received or receivable from employer(s)	2013-12-31	$38,450
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$277,211
Expenses. Total of all expenses incurred	2012-12-31	$12,937
Benefits paid (including direct rollovers)	2012-12-31	$12,937
Total plan assets at end of year	2012-12-31	$1,410,897
Total plan assets at beginning of year	2012-12-31	$1,146,623
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$86,354
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$155,853
Net income (gross income less expenses)	2012-12-31	$264,274
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,410,897
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,146,623
Assets. Value of participant loans	2012-12-31	$744
Total contributions received or receivable from employer(s)	2012-12-31	$35,004
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$98,503
Expenses. Total of all expenses incurred	2011-12-31	$14,437
Benefits paid (including direct rollovers)	2011-12-31	$14,437
Total plan assets at end of year	2011-12-31	$1,146,623
Total plan assets at beginning of year	2011-12-31	$1,062,557
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$81,660
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-4,694
Net income (gross income less expenses)	2011-12-31	$84,066
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,146,623
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,062,557
Assets. Value of participant loans	2011-12-31	$2,405
Total contributions received or receivable from employer(s)	2011-12-31	$21,537
2010 : SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$217,886
Expenses. Total of all expenses incurred	2010-12-31	$56,458
Benefits paid (including direct rollovers)	2010-12-31	$56,458
Total plan assets at end of year	2010-12-31	$1,062,557
Total plan assets at beginning of year	2010-12-31	$901,129
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$79,044
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$118,604
Net income (gross income less expenses)	2010-12-31	$161,428
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,062,557
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$901,129
Assets. Value of participant loans	2010-12-31	$3,938
Total contributions received or receivable from employer(s)	2010-12-31	$20,238

Form 5500 Responses for SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN

2021: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHERN CALIFORNIA ORTHOPAEDIC SPECIALISTS
Employer identification number (EIN):	330380898
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)