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ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN
Plan identification number 001

ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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).
  • 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.
  • Plan covering Self-Employed individuals.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP OF ORANGE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP OF ORANGE COUNTY
Employer identification number (EIN):330905995
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN BARNETT
0012016-01-01STEVEN BARNETT
0012015-01-01ROBERT GORAB
0012014-01-01ROBERT S. GORAB, MD
0012013-01-01ROBERT GORAB
0012012-01-01ROBERT GORAB
0012011-01-01ROBERT GORAB
0012010-01-01ROBERT GORAB
0012009-01-01ROBERT GORAB

Plan Statistics for ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01217
Total number of active participants reported on line 7a of the Form 55002022-01-01154
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01205
Number of participants with account balances2022-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01202
Total number of active participants reported on line 7a of the Form 55002021-01-01144
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01197
Number of participants with account balances2021-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01200
Total number of active participants reported on line 7a of the Form 55002020-01-01149
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01195
Number of participants with account balances2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01192
Number of participants with account balances2019-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01173
Total number of active participants reported on line 7a of the Form 55002018-01-01122
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01168
Number of participants with account balances2018-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01168
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01169
Number of participants with account balances2017-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01152
Number of participants with account balances2016-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-01106
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01106
Number of participants with account balances2015-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01144
Total number of active participants reported on line 7a of the Form 55002014-01-01105
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01130
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01139
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-01110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
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% vested2012-01-016
2011: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01117
Number of participants with account balances2011-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01157
Total number of active participants reported on line 7a of the Form 55002010-01-0189
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0161
Total of all active and inactive participants2010-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01150
Number of participants with account balances2010-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01153
Total number of active participants reported on line 7a of the Form 55002009-01-0192
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01152
Number of participants with account balances2009-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-1,722,548
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$766,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$676,510
Value of total corrective distributions2022-12-31$1,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,927,043
Value of total assets at end of year2022-12-31$24,670,157
Value of total assets at beginning of year2022-12-31$27,159,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,134
Total interest from all sources2022-12-31$9,687
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$438,035
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$438,035
Administrative expenses professional fees incurred2022-12-31$8,644
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$983,729
Participant contributions at end of year2022-12-31$201,160
Participant contributions at beginning of year2022-12-31$183,589
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,029,207
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$14,155,288
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,479
Other income not declared elsewhere2022-12-31$-1,704,051
Administrative expenses (other) incurred2022-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,489,169
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,670,157
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,159,326
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$50,644
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,076,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,548,405
Interest on participant loans2022-12-31$9,687
Value of interest in common/collective trusts at end of year2022-12-31$1,363,235
Value of interest in common/collective trusts at beginning of year2022-12-31$1,272,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,411,909
Net investment gain or loss from common/collective trusts2022-12-31$18,647
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$930,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$676,510
Contract administrator fees2022-12-31$28,838
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 name2022-12-31YOUNGER & COMPANY, CPA
Accountancy firm EIN2022-12-31204257034
2021 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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$8,422,869
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,805,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,713,132
Value of total corrective distributions2021-12-31$1,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,799,057
Value of total assets at end of year2021-12-31$27,159,326
Value of total assets at beginning of year2021-12-31$22,542,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$91,066
Total interest from all sources2021-12-31$9,418
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$602,724
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$602,724
Administrative expenses professional fees incurred2021-12-31$8,549
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 period2021-12-31No
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$881,086
Participant contributions at end of year2021-12-31$183,589
Participant contributions at beginning of year2021-12-31$182,817
Assets. Other investments not covered elsewhere at end of year2021-12-31$14,155,288
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$11,922,881
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,465
Other income not declared elsewhere2021-12-31$4,711,225
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$4,617,047
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,159,326
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,542,279
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$49,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,548,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,734,807
Interest on participant loans2021-12-31$9,418
Value of interest in common/collective trusts at end of year2021-12-31$1,272,044
Value of interest in common/collective trusts at beginning of year2021-12-31$701,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,293,106
Net investment gain or loss from common/collective trusts2021-12-31$7,339
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$911,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,713,132
Contract administrator fees2021-12-31$33,214
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31YOUNGER & COMPANY, CPA
Accountancy firm EIN2021-12-31204257034
2020 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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$0
Total income from all sources (including contributions)2020-12-31$766,625
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$806,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$715,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,695,620
Value of total assets at end of year2020-12-31$22,542,279
Value of total assets at beginning of year2020-12-31$22,582,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,525
Total interest from all sources2020-12-31$12,531
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$340,211
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$340,211
Administrative expenses professional fees incurred2020-12-31$6,810
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$802,651
Participant contributions at end of year2020-12-31$182,817
Participant contributions at beginning of year2020-12-31$286,941
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,922,881
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$12,714,830
Other income not declared elsewhere2020-12-31$-1,917,942
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-39,993
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,542,279
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,582,272
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
Investment advisory and management fees2020-12-31$44,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,734,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,874,145
Interest on participant loans2020-12-31$12,531
Value of interest in common/collective trusts at end of year2020-12-31$701,774
Value of interest in common/collective trusts at beginning of year2020-12-31$705,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$624,482
Net investment gain or loss from common/collective trusts2020-12-31$11,723
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$892,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$715,093
Contract administrator fees2020-12-31$40,668
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 name2020-12-31YOUNGER & COMPANY, CPA
Accountancy firm EIN2020-12-31204257034
2019 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,789,818
Total income from all sources (including contributions)2019-12-31$4,789,818
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,851,413
Total of all expenses incurred2019-12-31$4,851,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,751,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,751,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,518,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,518,592
Value of total assets at end of year2019-12-31$22,582,272
Value of total assets at end of year2019-12-31$22,582,272
Value of total assets at beginning of year2019-12-31$22,643,867
Value of total assets at beginning of year2019-12-31$22,643,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,688
Total interest from all sources2019-12-31$11,107
Total interest from all sources2019-12-31$11,107
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,304,736
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,304,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,304,736
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,304,736
Administrative expenses professional fees incurred2019-12-31$5,537
Administrative expenses professional fees incurred2019-12-31$5,537
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$793,947
Contributions received from participants2019-12-31$793,947
Participant contributions at end of year2019-12-31$286,941
Participant contributions at end of year2019-12-31$286,941
Participant contributions at beginning of year2019-12-31$201,794
Participant contributions at beginning of year2019-12-31$201,794
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,714,830
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,714,830
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,227,571
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,227,571
Other income not declared elsewhere2019-12-31$647,448
Other income not declared elsewhere2019-12-31$647,448
Total non interest bearing cash at end of year2019-12-31$657
Total non interest bearing cash at end of year2019-12-31$657
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-61,595
Value of net income/loss2019-12-31$-61,595
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,582,272
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,582,272
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,643,867
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,643,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$45,187
Investment advisory and management fees2019-12-31$45,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,874,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,874,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,725,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,725,644
Interest on participant loans2019-12-31$11,107
Interest on participant loans2019-12-31$11,107
Value of interest in common/collective trusts at end of year2019-12-31$705,699
Value of interest in common/collective trusts at end of year2019-12-31$705,699
Value of interest in common/collective trusts at beginning of year2019-12-31$488,858
Value of interest in common/collective trusts at beginning of year2019-12-31$488,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,292,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,292,971
Net investment gain or loss from common/collective trusts2019-12-31$14,964
Net investment gain or loss from common/collective trusts2019-12-31$14,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$724,645
Contributions received in cash from employer2019-12-31$724,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,751,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,751,725
Contract administrator fees2019-12-31$48,964
Contract administrator fees2019-12-31$48,964
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YOUNGER & COMPANY, CPA
Accountancy firm name2019-12-31YOUNGER & COMPANY, CPA
Accountancy firm EIN2019-12-31204257034
Accountancy firm EIN2019-12-31204257034
2018 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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$0
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$320,151
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$960,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$745,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,473,959
Value of total assets at end of year2018-12-31$22,643,867
Value of total assets at beginning of year2018-12-31$23,284,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$214,803
Total interest from all sources2018-12-31$8,603
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$426,219
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$426,219
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$631,563
Participant contributions at end of year2018-12-31$201,794
Participant contributions at beginning of year2018-12-31$189,087
Assets. Other investments not covered elsewhere at end of year2018-12-31$15,227,571
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$15,365,714
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$96,958
Other income not declared elsewhere2018-12-31$-635,395
Administrative expenses (other) incurred2018-12-31$3,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-640,174
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,643,867
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,284,041
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
Investment advisory and management fees2018-12-31$144,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,725,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,314,389
Interest on participant loans2018-12-31$8,603
Value of interest in common/collective trusts at end of year2018-12-31$488,858
Value of interest in common/collective trusts at beginning of year2018-12-31$414,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-961,844
Net investment gain or loss from common/collective trusts2018-12-31$8,609
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$745,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$745,522
Contract administrator fees2018-12-31$66,978
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 name2018-12-31YOUNGER & COMPANY, CPA
Accountancy firm EIN2018-12-31204257034
2017 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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$4,603,910
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$469,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$313,833
Value of total corrective distributions2017-12-31$1,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,523,650
Value of total assets at end of year2017-12-31$23,284,041
Value of total assets at beginning of year2017-12-31$19,149,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$154,824
Total interest from all sources2017-12-31$6,916
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$386,686
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$386,686
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$701,057
Participant contributions at end of year2017-12-31$189,087
Participant contributions at beginning of year2017-12-31$151,576
Assets. Other investments not covered elsewhere at end of year2017-12-31$15,365,714
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$12,778,764
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,820
Other income not declared elsewhere2017-12-31$2,045,811
Administrative expenses (other) incurred2017-12-31$1,225
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$4,134,100
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,284,041
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,149,941
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$128,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,314,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,822,835
Interest on participant loans2017-12-31$6,916
Value of interest in common/collective trusts at end of year2017-12-31$414,851
Value of interest in common/collective trusts at beginning of year2017-12-31$396,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$634,092
Net investment gain or loss from common/collective trusts2017-12-31$6,755
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$815,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$313,833
Contract administrator fees2017-12-31$24,822
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 name2017-12-31YOUNGER & COMPANY, CPA
Accountancy firm EIN2017-12-31204257034
2016 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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$2,466,642
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$461,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$291,009
Expenses. Certain deemed distributions of participant loans2016-12-31$1,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,571,041
Value of total assets at end of year2016-12-31$19,149,941
Value of total assets at beginning of year2016-12-31$17,145,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$169,122
Total interest from all sources2016-12-31$7,098
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$214,340
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$214,340
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$705,679
Participant contributions at end of year2016-12-31$151,576
Participant contributions at beginning of year2016-12-31$169,863
Assets. Other investments not covered elsewhere at end of year2016-12-31$12,778,764
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$11,930,312
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$103,908
Other income not declared elsewhere2016-12-31$336,759
Administrative expenses (other) incurred2016-12-31$2,362
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$2,004,658
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,149,941
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,145,283
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$127,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,822,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,156,268
Interest on participant loans2016-12-31$7,098
Value of interest in common/collective trusts at end of year2016-12-31$396,766
Value of interest in common/collective trusts at beginning of year2016-12-31$360,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$528,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$528,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$331,812
Net investment gain or loss from common/collective trusts2016-12-31$5,592
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$761,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$291,009
Contract administrator fees2016-12-31$39,501
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 name2016-12-31YOUNGER & COMPANY, CPA
Accountancy firm EIN2016-12-31204257034
2015 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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$0
Total income from all sources (including contributions)2015-12-31$-42,350
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$430,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$327,121
Expenses. Certain deemed distributions of participant loans2015-12-31$24,088
Value of total corrective distributions2015-12-31$2,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,438,500
Value of total assets at end of year2015-12-31$17,145,283
Value of total assets at beginning of year2015-12-31$17,617,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76,867
Total interest from all sources2015-12-31$8,182
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$326,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$326,695
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$663,496
Participant contributions at end of year2015-12-31$169,863
Participant contributions at beginning of year2015-12-31$231,534
Assets. Other investments not covered elsewhere at end of year2015-12-31$11,930,312
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$12,795,780
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,802
Other income not declared elsewhere2015-12-31$-1,463,189
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$-472,426
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,145,283
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,617,709
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$40,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,245,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,115,410
Interest on participant loans2015-12-31$8,172
Income. Interest from US Government securities2015-12-31$10
Value of interest in common/collective trusts at end of year2015-12-31$360,375
Value of interest in common/collective trusts at beginning of year2015-12-31$382,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$439,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$92,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$92,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-357,007
Net investment gain or loss from common/collective trusts2015-12-31$4,469
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$721,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$327,121
Contract administrator fees2015-12-31$35,890
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LTSP, INC.
Accountancy firm EIN2015-12-31953864890
2014 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,388,858
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$831,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$684,586
Value of total corrective distributions2014-12-31$5,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,168,496
Value of total assets at end of year2014-12-31$17,617,709
Value of total assets at beginning of year2014-12-31$15,060,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$141,356
Total interest from all sources2014-12-31$9,244
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$296,945
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$296,945
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 period2014-12-31No
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$576,918
Participant contributions at end of year2014-12-31$231,534
Participant contributions at beginning of year2014-12-31$194,625
Assets. Other investments not covered elsewhere at end of year2014-12-31$12,795,780
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$10,890,279
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$839,144
Other income not declared elsewhere2014-12-31$906,906
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$2,557,355
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,617,709
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,060,354
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$104,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,115,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,642,497
Interest on participant loans2014-12-31$9,104
Value of interest in common/collective trusts at end of year2014-12-31$382,689
Value of interest in common/collective trusts at beginning of year2014-12-31$249,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$92,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$83,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$83,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,595
Net investment gain or loss from common/collective trusts2014-12-31$2,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$752,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$684,586
Contract administrator fees2014-12-31$36,733
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
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 name2014-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2014-12-31953864890
2013 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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$0
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$3,263,486
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,029,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$914,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,301,541
Value of total assets at end of year2013-12-31$15,060,354
Value of total assets at beginning of year2013-12-31$12,826,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$115,162
Total interest from all sources2013-12-31$10,517
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$156,508
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$156,508
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$560,568
Participant contributions at end of year2013-12-31$194,625
Participant contributions at beginning of year2013-12-31$235,298
Assets. Other investments not covered elsewhere at end of year2013-12-31$10,890,279
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$9,003,253
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,005
Other income not declared elsewhere2013-12-31$1,216,864
Administrative expenses (other) incurred2013-12-31$537
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$2,233,781
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,060,354
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,826,573
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
Investment advisory and management fees2013-12-31$85,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,642,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,267,652
Interest on participant loans2013-12-31$10,289
Value of interest in common/collective trusts at end of year2013-12-31$249,874
Value of interest in common/collective trusts at beginning of year2013-12-31$261,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$83,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$59,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$59,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$576,066
Net investment gain or loss from common/collective trusts2013-12-31$1,990
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$738,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$914,543
Contract administrator fees2013-12-31$29,529
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2013-12-31953864890
2012 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$2,322,815
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$161,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$58,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,177,134
Value of total assets at end of year2012-12-31$12,826,573
Value of total assets at beginning of year2012-12-31$10,665,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$102,937
Total interest from all sources2012-12-31$10,091
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$118,107
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$118,107
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$515,680
Participant contributions at end of year2012-12-31$235,298
Participant contributions at beginning of year2012-12-31$209,475
Assets. Other investments not covered elsewhere at end of year2012-12-31$9,003,253
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,590,758
Other income not declared elsewhere2012-12-31$728,128
Administrative expenses (other) incurred2012-12-31$72
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$5,152
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$2,160,898
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,826,573
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,665,675
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
Investment advisory and management fees2012-12-31$71,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,267,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,568,184
Interest on participant loans2012-12-31$10,066
Value of interest in common/collective trusts at end of year2012-12-31$261,198
Value of interest in common/collective trusts at beginning of year2012-12-31$227,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$59,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$64,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$64,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$286,582
Net investment gain or loss from common/collective trusts2012-12-31$2,773
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$661,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$58,980
Contract administrator fees2012-12-31$31,226
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2012-12-31953864890
2011 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,186,868
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$499,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$407,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,164,130
Value of total assets at end of year2011-12-31$10,665,675
Value of total assets at beginning of year2011-12-31$9,978,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$92,724
Total interest from all sources2011-12-31$8,479
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$96,484
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$96,484
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$496,171
Participant contributions at end of year2011-12-31$209,475
Participant contributions at beginning of year2011-12-31$202,017
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,590,758
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$7,022,726
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,339
Other income not declared elsewhere2011-12-31$6,158
Administrative expenses (other) incurred2011-12-31$280
Total non interest bearing cash at end of year2011-12-31$5,152
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$687,130
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,665,675
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,978,545
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
Investment advisory and management fees2011-12-31$62,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,568,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,424,671
Interest on participant loans2011-12-31$8,465
Value of interest in common/collective trusts at end of year2011-12-31$227,176
Value of interest in common/collective trusts at beginning of year2011-12-31$197,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$64,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$131,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$131,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-102,374
Net investment gain or loss from common/collective trusts2011-12-31$13,991
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$648,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$407,014
Contract administrator fees2011-12-31$30,047
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2011-12-31953864890
2010 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$2,019,872
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$405,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$320,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,070,609
Value of total assets at end of year2010-12-31$9,978,545
Value of total assets at beginning of year2010-12-31$8,364,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$84,829
Total interest from all sources2010-12-31$6,271
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$37,403
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$37,403
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$454,677
Participant contributions at end of year2010-12-31$202,017
Participant contributions at beginning of year2010-12-31$66,535
Assets. Other investments not covered elsewhere at end of year2010-12-31$7,022,726
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$5,962,385
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$56
Other income not declared elsewhere2010-12-31$613,279
Administrative expenses (other) incurred2010-12-31$46
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$1,614,231
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,978,545
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,364,314
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
Investment advisory and management fees2010-12-31$55,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,424,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,010,613
Interest on participant loans2010-12-31$6,257
Value of interest in common/collective trusts at end of year2010-12-31$197,406
Value of interest in common/collective trusts at beginning of year2010-12-31$130,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$131,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$194,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$194,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$288,222
Net investment gain or loss from common/collective trusts2010-12-31$4,088
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$615,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$320,812
Contract administrator fees2010-12-31$28,964
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2010-12-31953864890
2009 : ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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 ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN

2022: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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