KENNETH E. JONES M.D., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTHEAST OHIO ORTHOPEDICS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : NORTHEAST OHIO ORTHOPEDICS PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-15 | 284043 |
| Net assets as of the end of the plan year | 2025-07-15 | 6696105 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 6223066 |
| Value of plan covered by a fidelity bond | 2025-07-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-15 | 14437 |
| Other income to plan in this plan year | 2025-07-15 | 737384 |
| Plan net income in this plan year | 2025-07-15 | 473039 |
| Net assets as of the end of the plan year | 2025-07-15 | 6696105 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 6223066 |
| Employer contributions to plan in this plan year | 2025-07-15 | 5261 |
| 2024 : NORTHEAST OHIO ORTHOPEDICS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-02 | 74220 |
| Net assets as of the end of the plan year | 2024-10-02 | 6223066 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 5014400 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 16556 |
| Other income to plan in this plan year | 2024-10-02 | 1259626 |
| Plan net income in this plan year | 2024-10-02 | 1208666 |
| Net assets as of the end of the plan year | 2024-10-02 | 6223066 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 5014400 |
| Employer contributions to plan in this plan year | 2024-10-02 | 6704 |
| 2013 : NORTHEAST OHIO ORTHOPEDICS PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $668,869 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $474,121 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $474,121 |
| Total plan assets at end of year | 2013-12-31 | $3,274,544 |
| Total plan assets at beginning of year | 2013-12-31 | $3,079,796 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $132,772 |
| Other income received | 2013-12-31 | $474,837 |
| Net income (gross income less expenses) | 2013-12-31 | $194,748 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,274,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,079,796 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $61,260 |
| 2012 : NORTHEAST OHIO ORTHOPEDICS PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $588,956 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $45,245 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $45,245 |
| Total plan assets at end of year | 2012-12-31 | $3,079,796 |
| Total plan assets at beginning of year | 2012-12-31 | $2,536,085 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $157,892 |
| Other income received | 2012-12-31 | $338,478 |
| Net income (gross income less expenses) | 2012-12-31 | $543,711 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,079,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,536,085 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $92,586 |
| 2011 : NORTHEAST OHIO ORTHOPEDICS PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $119,752 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $16,097 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $16,097 |
| Total plan assets at end of year | 2011-12-31 | $2,536,085 |
| Total plan assets at beginning of year | 2011-12-31 | $2,432,430 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $164,786 |
| Other income received | 2011-12-31 | $-102,019 |
| Net income (gross income less expenses) | 2011-12-31 | $103,655 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,536,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,432,430 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $56,985 |
| 2010 : NORTHEAST OHIO ORTHOPEDICS PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $618,982 |
| Total plan assets at end of year | 2010-12-31 | $2,432,430 |
| Total plan assets at beginning of year | 2010-12-31 | $1,813,448 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $144,499 |
| Other income received | 2010-12-31 | $311,817 |
| Net income (gross income less expenses) | 2010-12-31 | $618,982 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,432,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,813,448 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $162,666 |
