401k Plan data: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN plan

ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN
Plan identification number	006

ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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).
Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY

Employer identification number (EIN): 330631377

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2022-01-01
006 2021-01-01
006 2020-01-01
006 2019-01-01
006 2018-01-01
006 2017-01-01 JAMES BRIED JAMES BRIED 2018-08-02
006 2016-01-01 JAMES BRIED JAMES BRIED 2017-05-24
006 2015-01-01 JAMES BRIED JAMES BRIED 2016-07-27
006 2014-01-01 JAMES BRIED JAMES BRIED 2015-07-02
006 2013-01-01 JAMES BRIED JAMES BRIED 2014-09-23
006 2012-01-01 JAMES BRIED JAMES BRIED 2013-06-18
006 2011-01-01 JAMES BRIED JAMES BRIED 2012-06-12
006 2010-01-01 JAMES BRIED JAMES BRIED 2011-09-28
006 2009-01-01 JAMES M. BRIED JAMES M. BRIED 2010-09-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
006	2022-01-01
006	2021-01-01
006	2020-01-01
006	2019-01-01
006	2018-01-01
006	2017-01-01	JAMES BRIED	JAMES BRIED	2018-08-02
006	2016-01-01	JAMES BRIED	JAMES BRIED	2017-05-24
006	2015-01-01	JAMES BRIED	JAMES BRIED	2016-07-27
006	2014-01-01	JAMES BRIED	JAMES BRIED	2015-07-02
006	2013-01-01	JAMES BRIED	JAMES BRIED	2014-09-23
006	2012-01-01	JAMES BRIED	JAMES BRIED	2013-06-18
006	2011-01-01	JAMES BRIED	JAMES BRIED	2012-06-12
006	2010-01-01	JAMES BRIED	JAMES BRIED	2011-09-28
006	2009-01-01	JAMES M. BRIED	JAMES M. BRIED	2010-09-21

Plan Statistics for ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
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 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
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 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 2
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 21
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 24
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 16
Total of all active and inactive participants 2010-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 40
Number of participants with account balances 2010-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 35
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 15
Total of all active and inactive participants 2009-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 35
Number of participants with account balances 2009-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
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	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
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	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	2
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	21
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	24
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	16
Total of all active and inactive participants	2010-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	40
Number of participants with account balances	2010-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	35
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	15
Total of all active and inactive participants	2009-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	35
Number of participants with account balances	2009-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-973,351
Expenses. Total of all expenses incurred	2022-12-31	$16,761
Total plan assets at end of year	2022-12-31	$11,019,528
Total plan assets at beginning of year	2022-12-31	$12,009,640
Total contributions received or receivable from participants	2022-12-31	$163,000
Assets. Value of loans (other than to participants)	2022-12-31	$725,631
Contributions received from other sources (not participants or employers)	2022-12-31	$1,186,370
Other income received	2022-12-31	$-2,450,821
Net income (gross income less expenses)	2022-12-31	$-990,112
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,019,528
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$12,009,640
Total contributions received or receivable from employer(s)	2022-12-31	$128,100
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$16,761
2021 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,980,718
Expenses. Total of all expenses incurred	2021-12-31	$52,003
Total plan assets at end of year	2021-12-31	$12,009,640
Total plan assets at beginning of year	2021-12-31	$10,080,925
Total contributions received or receivable from participants	2021-12-31	$131,700
Assets. Value of loans (other than to participants)	2021-12-31	$741,242
Other income received	2021-12-31	$1,626,018
Net income (gross income less expenses)	2021-12-31	$1,928,715
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$12,009,640
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,080,925
Total contributions received or receivable from employer(s)	2021-12-31	$223,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$52,003
2020 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,332,365
Expenses. Total of all expenses incurred	2020-12-31	$4,612
Total plan assets at end of year	2020-12-31	$10,080,925
Total plan assets at beginning of year	2020-12-31	$7,753,172
Total contributions received or receivable from participants	2020-12-31	$110,500
Assets. Value of loans (other than to participants)	2020-12-31	$755,799
Other income received	2020-12-31	$2,136,365
Net income (gross income less expenses)	2020-12-31	$2,327,753
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,080,925
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,753,172
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$105,481
Total contributions received or receivable from employer(s)	2020-12-31	$85,500
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,612
2019 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$4,244,750
Expenses. Total of all expenses incurred	2019-12-31	$22,003
Total plan assets at end of year	2019-12-31	$7,753,172
Total plan assets at beginning of year	2019-12-31	$3,530,425
Total contributions received or receivable from participants	2019-12-31	$107,000
Assets. Value of loans (other than to participants)	2019-12-31	$769,376
Contributions received from other sources (not participants or employers)	2019-12-31	$2,982,289
Other income received	2019-12-31	$1,071,461
Net income (gross income less expenses)	2019-12-31	$4,222,747
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,753,172
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,530,425
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$106,788
Total contributions received or receivable from employer(s)	2019-12-31	$84,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$22,003
2018 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-59,801
Expenses. Total of all expenses incurred	2018-12-31	$18,481
Total plan assets at end of year	2018-12-31	$3,530,425
Total plan assets at beginning of year	2018-12-31	$3,608,707
Total contributions received or receivable from participants	2018-12-31	$86,000
Assets. Value of loans (other than to participants)	2018-12-31	$782,037
Other income received	2018-12-31	$-211,801
Net income (gross income less expenses)	2018-12-31	$-78,282
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,530,425
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,608,707
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$310,268
Total contributions received or receivable from employer(s)	2018-12-31	$66,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$18,481
2017 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$915,457
Expenses. Total of all expenses incurred	2017-12-31	$22,048
Benefits paid (including direct rollovers)	2017-12-31	$2,500
Total plan assets at end of year	2017-12-31	$3,608,707
Total plan assets at beginning of year	2017-12-31	$2,715,298
Total contributions received or receivable from participants	2017-12-31	$84,000
Assets. Value of loans (other than to participants)	2017-12-31	$279,750
Contributions received from other sources (not participants or employers)	2017-12-31	$16
Other income received	2017-12-31	$766,641
Net income (gross income less expenses)	2017-12-31	$893,409
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,608,707
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,715,298
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$120,145
Total contributions received or receivable from employer(s)	2017-12-31	$64,800
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19,548
2016 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$372,361
Expenses. Total of all expenses incurred	2016-12-31	$2,194
Total plan assets at end of year	2016-12-31	$2,715,298
Total plan assets at beginning of year	2016-12-31	$2,345,131
Total contributions received or receivable from participants	2016-12-31	$84,000
Contributions received from other sources (not participants or employers)	2016-12-31	$106,130
Other income received	2016-12-31	$118,631
Net income (gross income less expenses)	2016-12-31	$370,167
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,715,298
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,345,131
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$110,845
Assets. Value of real-estate (other than employer real property)	2016-12-31	$165,000
Total contributions received or receivable from employer(s)	2016-12-31	$63,600
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,194
2015 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-36,259
Expenses. Total of all expenses incurred	2015-12-31	$772
Total plan assets at end of year	2015-12-31	$2,345,131
Total plan assets at beginning of year	2015-12-31	$2,382,162
Total contributions received or receivable from participants	2015-12-31	$60,000
Other income received	2015-12-31	$-143,959
Net income (gross income less expenses)	2015-12-31	$-37,031
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,345,131
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,382,162
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$142,499
Assets. Value of real-estate (other than employer real property)	2015-12-31	$165,000
Total contributions received or receivable from employer(s)	2015-12-31	$47,700
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$772
2014 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$195,370
Expenses. Total of all expenses incurred	2014-12-31	$120
Total plan assets at end of year	2014-12-31	$2,382,162
Total plan assets at beginning of year	2014-12-31	$2,186,912
Total contributions received or receivable from participants	2014-12-31	$58,000
Other income received	2014-12-31	$90,570
Net income (gross income less expenses)	2014-12-31	$195,250
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,382,162
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,186,912
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$128,599
Assets. Value of real-estate (other than employer real property)	2014-12-31	$165,000
Total contributions received or receivable from employer(s)	2014-12-31	$46,800
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$120
2013 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$173,047
Expenses. Total of all expenses incurred	2013-12-31	$5,733
Benefits paid (including direct rollovers)	2013-12-31	$4,463
Total plan assets at end of year	2013-12-31	$2,186,912
Total plan assets at beginning of year	2013-12-31	$2,019,598
Total contributions received or receivable from participants	2013-12-31	$58,000
Other income received	2013-12-31	$69,147
Net income (gross income less expenses)	2013-12-31	$167,314
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,186,912
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,019,598
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$137,720
Assets. Value of real-estate (other than employer real property)	2013-12-31	$165,000
Total contributions received or receivable from employer(s)	2013-12-31	$45,900
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,270
2012 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$314,050
Expenses. Total of all expenses incurred	2012-12-31	$146,754
Benefits paid (including direct rollovers)	2012-12-31	$144,781
Total plan assets at end of year	2012-12-31	$2,019,598
Total plan assets at beginning of year	2012-12-31	$1,852,302
Total contributions received or receivable from participants	2012-12-31	$56,500
Other income received	2012-12-31	$212,550
Net income (gross income less expenses)	2012-12-31	$167,296
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,019,598
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,852,302
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$211,133
Assets. Value of real-estate (other than employer real property)	2012-12-31	$163,002
Total contributions received or receivable from employer(s)	2012-12-31	$45,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,973
2011 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$264,263
Expenses. Total of all expenses incurred	2011-12-31	$535,752
Benefits paid (including direct rollovers)	2011-12-31	$535,752
Total plan assets at end of year	2011-12-31	$1,852,302
Total plan assets at beginning of year	2011-12-31	$2,123,791
Total contributions received or receivable from participants	2011-12-31	$76,126
Contributions received from other sources (not participants or employers)	2011-12-31	$67,500
Other income received	2011-12-31	$70,371
Net income (gross income less expenses)	2011-12-31	$-271,489
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,852,302
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,123,791
Assets. Value of participant loans	2011-12-31	$2,564
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$228,167
Assets. Value of employer real property	2011-12-31	$149,336
Total contributions received or receivable from employer(s)	2011-12-31	$50,266
2010 : ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$388,540
Expenses. Total of all expenses incurred	2010-12-31	$30,044
Benefits paid (including direct rollovers)	2010-12-31	$30,044
Total plan assets at end of year	2010-12-31	$2,123,791
Total plan assets at beginning of year	2010-12-31	$1,765,295
Total contributions received or receivable from participants	2010-12-31	$74,287
Other income received	2010-12-31	$206,972
Net income (gross income less expenses)	2010-12-31	$358,496
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,123,791
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,765,295
Assets. Value of participant loans	2010-12-31	$9,635
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$276,267
Assets. Value of employer real property	2010-12-31	$136,685
Total contributions received or receivable from employer(s)	2010-12-31	$107,281

Form 5500 Responses for ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN

2022: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY
Employer identification number (EIN):	330631377
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)