TRI COUNTY ORTHOPEDIC SURGEONS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST
401k plan membership statisitcs for TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 11 |
| Total of all active and inactive participants | 2022-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 20 |
| Number of participants with account balances | 2022-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 20 |
| Number of participants with account balances | 2021-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
| Total of all active and inactive participants | 2020-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 22 |
| Number of participants with account balances | 2020-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 21 |
| Number of participants with account balances | 2019-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 21 |
| Number of participants with account balances | 2018-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 22 |
| Number of participants with account balances | 2017-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 24 |
| Number of participants with account balances | 2016-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 19 |
| Number of participants with account balances | 2015-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2009: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 24 |
| Number of participants with account balances | 2009-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,297,384 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $403,352 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $385,865 |
| Total plan assets at end of year | 2022-12-31 | $9,935,906 |
| Total plan assets at beginning of year | 2022-12-31 | $11,636,642 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $31,358 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $17,487 |
| Other income received | 2022-12-31 | $-1,338,561 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,700,736 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,935,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,636,642 |
| Assets. Value of participant loans | 2022-12-31 | $4,467 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $9,819 |
| 2021 : TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,140,798 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $215,819 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $192,829 |
| Total plan assets at end of year | 2021-12-31 | $11,636,642 |
| Total plan assets at beginning of year | 2021-12-31 | $10,711,663 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $43,015 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $22,990 |
| Other income received | 2021-12-31 | $1,082,480 |
| Net income (gross income less expenses) | 2021-12-31 | $924,979 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $11,636,642 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,711,663 |
| Assets. Value of participant loans | 2021-12-31 | $7,591 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $15,303 |
| 2020 : TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,208,698 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $559,072 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $538,446 |
| Total plan assets at end of year | 2020-12-31 | $10,711,663 |
| Total plan assets at beginning of year | 2020-12-31 | $10,062,037 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $44,563 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $20,626 |
| Other income received | 2020-12-31 | $1,148,731 |
| Net income (gross income less expenses) | 2020-12-31 | $649,626 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $10,711,663 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,062,037 |
| Assets. Value of participant loans | 2020-12-31 | $11,301 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $15,404 |
| 2019 : TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,901,089 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $244,981 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $209,211 |
| Total plan assets at end of year | 2019-12-31 | $10,062,037 |
| Total plan assets at beginning of year | 2019-12-31 | $8,405,929 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $44,291 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $35,770 |
| Other income received | 2019-12-31 | $1,838,809 |
| Net income (gross income less expenses) | 2019-12-31 | $1,656,108 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,062,037 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,405,929 |
| Assets. Value of participant loans | 2019-12-31 | $15,544 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $17,989 |
| 2018 : TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-294,449 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $227,087 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $186,817 |
| Total plan assets at end of year | 2018-12-31 | $8,405,929 |
| Total plan assets at beginning of year | 2018-12-31 | $8,927,465 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $51,014 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $40,270 |
| Other income received | 2018-12-31 | $-364,252 |
| Net income (gross income less expenses) | 2018-12-31 | $-521,536 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,405,929 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,927,465 |
| Assets. Value of participant loans | 2018-12-31 | $4,644 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $18,789 |
| 2017 : TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,043,010 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $235,273 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $191,465 |
| Total plan assets at end of year | 2017-12-31 | $8,927,465 |
| Total plan assets at beginning of year | 2017-12-31 | $8,119,728 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $65,346 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $43,808 |
| Other income received | 2017-12-31 | $954,312 |
| Net income (gross income less expenses) | 2017-12-31 | $807,737 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,927,465 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,119,728 |
| Assets. Value of participant loans | 2017-12-31 | $6,180 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $23,352 |
| 2016 : TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $843,450 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $144,663 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $144,663 |
| Total plan assets at end of year | 2016-12-31 | $8,119,728 |
| Total plan assets at beginning of year | 2016-12-31 | $7,420,941 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $76,670 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $12,518 |
| Other income received | 2016-12-31 | $723,259 |
| Net income (gross income less expenses) | 2016-12-31 | $698,787 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,119,728 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,420,941 |
| Assets. Value of participant loans | 2016-12-31 | $8,632 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $31,003 |
| 2015 : TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-16,975 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $412,555 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $368,022 |
| Total plan assets at end of year | 2015-12-31 | $7,420,941 |
| Total plan assets at beginning of year | 2015-12-31 | $7,850,471 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $54,272 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $44,533 |
| Other income received | 2015-12-31 | $-94,690 |
| Net income (gross income less expenses) | 2015-12-31 | $-429,530 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,420,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,850,471 |
| Assets. Value of participant loans | 2015-12-31 | $2,083 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $23,443 |
| 2009 : TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: TRI COUNTY ORTHOPEDIC SURGEONS INC SAVINGS PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
