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ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 401k Plan overview

Plan NameORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN
Plan identification number 001

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

401k Sponsoring company profile

ORTHOPEDIC AND SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC AND SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC.
Employer identification number (EIN):351301992
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KIMBERLY A. MAJEWSKI2023-10-12 KIMBERLY A. MAJEWSKI2023-10-12
0012021-01-01KIMBERLY MAJEWSKI2022-10-13 KIMBERLY MAJEWSKI2022-10-13
0012020-01-01DAN GARTEE2021-10-15 DAN GARTEE2021-10-15
0012019-01-01JACQUELINE KERWIN2020-10-15 JACQUELINE KERWIN2020-10-15
0012017-01-01DONALD HAMMOND DONALD HAMMOND2018-10-11
0012016-01-01DONALD T HAMMOND DONALD T HAMMOND2017-10-16
0012015-01-01DONALD HAMMOND DONALD HAMMOND2016-10-17
0012014-01-01DONALD HAMMOND DONALD HAMMOND2015-10-14
0012013-01-01DONALD HAMMOND DONALD HAMMOND2014-10-14
0012012-01-01DONALD HAMMOND
0012011-01-01DONALD HAMMOND
0012009-01-01DONALD HAMMOND

Plan Statistics for ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN

401k plan membership statisitcs for ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN

Measure Date Value
2022: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01336
Total number of active participants reported on line 7a of the Form 55002022-01-01246
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01323
Number of participants with account balances2022-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01301
Total number of active participants reported on line 7a of the Form 55002021-01-01221
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0174
Total of all active and inactive participants2021-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01296
Number of participants with account balances2021-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0141
2020: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01303
Total number of active participants reported on line 7a of the Form 55002020-01-01215
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01126
Total of all active and inactive participants2020-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01341
Number of participants with account balances2020-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01525
Total number of active participants reported on line 7a of the Form 55002019-01-01228
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01260
Total participants2019-01-01260
Number of participants with account balances2019-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2017: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01270
Total number of active participants reported on line 7a of the Form 55002017-01-01212
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01246
Number of participants with account balances2017-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01266
Number of participants with account balances2016-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01227
Total number of active participants reported on line 7a of the Form 55002015-01-01169
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01227
Number of participants with account balances2015-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01217
Total number of active participants reported on line 7a of the Form 55002014-01-01169
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01213
Number of participants with account balances2014-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01204
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01201
Number of participants with account balances2013-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01186
Total number of active participants reported on line 7a of the Form 55002012-01-01148
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01195
Number of participants with account balances2012-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01183
Total number of active participants reported on line 7a of the Form 55002011-01-01143
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01186
Number of participants with account balances2011-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01195
Total number of active participants reported on line 7a of the Form 55002009-01-01135
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01197
Number of participants with account balances2009-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN

Measure Date Value
2022 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-4,848,344
Total of all expenses incurred2022-12-31$4,820,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,686,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,620,035
Value of total assets at end of year2022-12-31$37,228,966
Value of total assets at beginning of year2022-12-31$46,898,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$134,024
Total interest from all sources2022-12-31$4,933
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$438,907
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$438,907
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,159,822
Participant contributions at end of year2022-12-31$73,941
Participant contributions at beginning of year2022-12-31$88,046
Participant contributions at end of year2022-12-31$164
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$220,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,669,339
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,228,966
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,898,305
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,658,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,662,956
Value of interest in pooled separate accounts at end of year2022-12-31$752,341
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,094,185
Interest on participant loans2022-12-31$4,933
Value of interest in common/collective trusts at end of year2022-12-31$16,877,115
Value of interest in common/collective trusts at beginning of year2022-12-31$22,247,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,183,043
Net investment gain/loss from pooled separate accounts2022-12-31$-189,008
Net investment gain or loss from common/collective trusts2022-12-31$-3,540,168
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,239,280
Employer contributions (assets) at end of year2022-12-31$866,847
Employer contributions (assets) at beginning of year2022-12-31$805,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,686,971
Contract administrator fees2022-12-31$134,024
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 name2022-12-31SOMMERSET CPAS
Accountancy firm EIN2022-12-31201717681
2021 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,771,803
Total of all expenses incurred2021-12-31$958,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$815,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,199,518
Value of total assets at end of year2021-12-31$46,898,305
Value of total assets at beginning of year2021-12-31$40,085,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$143,134
Total interest from all sources2021-12-31$9,032
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$432,364
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$432,364
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,051,120
Participant contributions at end of year2021-12-31$88,046
Participant contributions at beginning of year2021-12-31$103,930
Participant contributions at beginning of year2021-12-31$1,522
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,812,864
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,898,305
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,085,441
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,662,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,431,569
Value of interest in pooled separate accounts at end of year2021-12-31$1,094,185
Value of interest in pooled separate accounts at beginning of year2021-12-31$853,893
Interest on participant loans2021-12-31$6,391
Interest earned on other investments2021-12-31$2,641
Value of interest in common/collective trusts at end of year2021-12-31$22,247,182
Value of interest in common/collective trusts at beginning of year2021-12-31$20,660,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,118,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,283,615
Net investment gain/loss from pooled separate accounts2021-12-31$223,538
Net investment gain or loss from common/collective trusts2021-12-31$2,623,736
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$1,134,007
Employer contributions (assets) at end of year2021-12-31$805,936
Employer contributions (assets) at beginning of year2021-12-31$915,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$815,805
Contract administrator fees2021-12-31$143,134
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 name2021-12-31SOMMERSET CPAS
Accountancy firm EIN2021-12-31201717681
2020 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,515,076
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,088,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,969,078
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,925,947
Value of total assets at end of year2020-12-31$40,085,441
Value of total assets at beginning of year2020-12-31$40,659,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$119,906
Total interest from all sources2020-12-31$29,373
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$272,907
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$272,907
Administrative expenses professional fees incurred2020-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$926,150
Participant contributions at end of year2020-12-31$103,930
Participant contributions at beginning of year2020-12-31$102,601
Participant contributions at end of year2020-12-31$1,522
Participant contributions at beginning of year2020-12-31$10,516
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$788,405
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-573,908
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,085,441
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,659,349
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,431,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,706,671
Value of interest in pooled separate accounts at end of year2020-12-31$853,893
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,222,532
Interest on participant loans2020-12-31$6,504
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$22,869
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$20,660,242
Value of interest in common/collective trusts at beginning of year2020-12-31$22,541,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,118,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,077,634
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,723,911
Net investment gain/loss from pooled separate accounts2020-12-31$-1,756
Net investment gain or loss from common/collective trusts2020-12-31$2,564,694
Net gain/loss from 103.12 investment entities2020-12-31$0
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$1,211,392
Employer contributions (assets) at end of year2020-12-31$915,631
Employer contributions (assets) at beginning of year2020-12-31$998,047
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,969,078
Contract administrator fees2020-12-31$119,906
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOMMERSET CPAS
Accountancy firm EIN2020-12-31201717681
2019 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$20,286,535
Total transfer of assets from this plan2019-12-31$20,286,535
Total income from all sources (including contributions)2019-12-31$11,190,499
Total income from all sources (including contributions)2019-12-31$11,190,499
Total of all expenses incurred2019-12-31$1,206,650
Total of all expenses incurred2019-12-31$1,206,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,053,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,053,871
Expenses. Certain deemed distributions of participant loans2019-12-31$20,358
Expenses. Certain deemed distributions of participant loans2019-12-31$20,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,337,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,337,268
Value of total assets at end of year2019-12-31$40,659,349
Value of total assets at end of year2019-12-31$40,659,349
Value of total assets at beginning of year2019-12-31$50,962,035
Value of total assets at beginning of year2019-12-31$50,962,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$132,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$132,421
Total interest from all sources2019-12-31$31,662
Total interest from all sources2019-12-31$31,662
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$450,693
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$450,693
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$450,693
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$450,693
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
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$1,260,397
Contributions received from participants2019-12-31$1,260,397
Participant contributions at end of year2019-12-31$102,601
Participant contributions at end of year2019-12-31$102,601
Participant contributions at beginning of year2019-12-31$342,747
Participant contributions at beginning of year2019-12-31$342,747
Participant contributions at end of year2019-12-31$10,516
Participant contributions at end of year2019-12-31$10,516
Participant contributions at beginning of year2019-12-31$88,136
Participant contributions at beginning of year2019-12-31$88,136
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$78,878
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$78,878
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$254
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$254
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$9,983,849
Value of net income/loss2019-12-31$9,983,849
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,659,349
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,659,349
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,962,035
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,962,035
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,706,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,706,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,650,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,650,585
Value of interest in pooled separate accounts at end of year2019-12-31$1,222,532
Value of interest in pooled separate accounts at end of year2019-12-31$1,222,532
Value of interest in pooled separate accounts at beginning of year2019-12-31$992,052
Value of interest in pooled separate accounts at beginning of year2019-12-31$992,052
Interest on participant loans2019-12-31$11,996
Interest on participant loans2019-12-31$11,996
Interest earned on other investments2019-12-31$19,666
Interest earned on other investments2019-12-31$19,666
Value of interest in common/collective trusts at end of year2019-12-31$22,541,348
Value of interest in common/collective trusts at end of year2019-12-31$22,541,348
Value of interest in common/collective trusts at beginning of year2019-12-31$28,563,577
Value of interest in common/collective trusts at beginning of year2019-12-31$28,563,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,077,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,077,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,204,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,204,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,482,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,482,964
Net investment gain/loss from pooled separate accounts2019-12-31$227,548
Net investment gain/loss from pooled separate accounts2019-12-31$227,548
Net investment gain or loss from common/collective trusts2019-12-31$4,660,364
Net investment gain or loss from common/collective trusts2019-12-31$4,660,364
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$997,993
Contributions received in cash from employer2019-12-31$997,993
Employer contributions (assets) at end of year2019-12-31$998,047
Employer contributions (assets) at end of year2019-12-31$998,047
Employer contributions (assets) at beginning of year2019-12-31$2,120,506
Employer contributions (assets) at beginning of year2019-12-31$2,120,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,053,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,053,617
Contract administrator fees2019-12-31$132,421
Contract administrator fees2019-12-31$132,421
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 name2019-12-31SOMMERSET CPAS
Accountancy firm name2019-12-31SOMMERSET CPAS
Accountancy firm EIN2019-12-31201717681
Accountancy firm EIN2019-12-31201717681
2017 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,414,963
Total of all expenses incurred2017-12-31$1,469,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,370,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,070,163
Value of total assets at end of year2017-12-31$33,603,088
Value of total assets at beginning of year2017-12-31$28,657,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$98,608
Total interest from all sources2017-12-31$10,232
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$202,291
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$202,291
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$903,645
Participant contributions at end of year2017-12-31$36,439
Participant contributions at beginning of year2017-12-31$7,981
Participant contributions at end of year2017-12-31$6,000
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$241,669
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$82
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$4,945,870
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,603,088
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,657,218
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,242,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,545,892
Value of interest in pooled separate accounts at end of year2017-12-31$986,782
Value of interest in pooled separate accounts at beginning of year2017-12-31$318,726
Interest on participant loans2017-12-31$758
Interest earned on other investments2017-12-31$9,474
Value of interest in common/collective trusts at end of year2017-12-31$20,835,320
Value of interest in common/collective trusts at beginning of year2017-12-31$22,330,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$571,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$569,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,307,195
Net investment gain/loss from pooled separate accounts2017-12-31$118,026
Net investment gain or loss from common/collective trusts2017-12-31$2,707,056
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$924,849
Employer contributions (assets) at end of year2017-12-31$924,849
Employer contributions (assets) at beginning of year2017-12-31$884,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,370,485
Contract administrator fees2017-12-31$98,608
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 name2017-12-31SOMMERSET CPAS
Accountancy firm EIN2017-12-31201717681
2016 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,036,357
Total of all expenses incurred2016-12-31$2,742,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,734,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,675,262
Value of total assets at end of year2016-12-31$28,657,218
Value of total assets at beginning of year2016-12-31$28,363,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,301
Total interest from all sources2016-12-31$1,779
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$31,557
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$31,557
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$790,329
Participant contributions at end of year2016-12-31$7,981
Participant contributions at beginning of year2016-12-31$16,667
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$523
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,928
Administrative expenses (other) incurred2016-12-31$700
Total non interest bearing cash at end of year2016-12-31$82
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$294,032
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,657,218
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,363,186
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,545,892
Value of interest in pooled separate accounts at end of year2016-12-31$318,726
Interest on participant loans2016-12-31$1,266
Interest earned on other investments2016-12-31$513
Value of interest in common/collective trusts at end of year2016-12-31$22,330,570
Value of interest in common/collective trusts at beginning of year2016-12-31$27,538,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$569,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-51,300
Net investment gain/loss from pooled separate accounts2016-12-31$-3,641
Net investment gain or loss from common/collective trusts2016-12-31$1,382,700
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$884,410
Employer contributions (assets) at end of year2016-12-31$884,198
Employer contributions (assets) at beginning of year2016-12-31$808,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,732,096
Contract administrator fees2016-12-31$7,601
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 name2016-12-31SOMMERSET CPAS
Accountancy firm EIN2016-12-31201717681
2015 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$509,031
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$298,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$298,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,622,946
Value of total assets at end of year2015-12-31$28,363,186
Value of total assets at beginning of year2015-12-31$28,152,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$525
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$1,359
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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$799,452
Participant contributions at end of year2015-12-31$16,667
Participant contributions at beginning of year2015-12-31$33,025
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,019
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$210,416
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,363,186
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,152,770
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$1,346
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$13
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$27,538,044
Value of interest in common/collective trusts at beginning of year2015-12-31$27,266,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-1,115,274
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$808,475
Employer contributions (assets) at end of year2015-12-31$808,475
Employer contributions (assets) at beginning of year2015-12-31$853,660
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$298,090
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$525
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SOMERSET CPAS
Accountancy firm EIN2015-12-31201717681
2014 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$2,528,667
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$750,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$750,329
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,618,701
Value of total assets at end of year2014-12-31$28,152,770
Value of total assets at beginning of year2014-12-31$26,374,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,597
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
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$764,697
Participant contributions at end of year2014-12-31$33,025
Participant contributions at beginning of year2014-12-31$33,883
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,778,338
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,152,770
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,374,432
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$1,597
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$27,266,085
Value of interest in common/collective trusts at beginning of year2014-12-31$25,506,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$908,369
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$854,004
Employer contributions (assets) at end of year2014-12-31$853,660
Employer contributions (assets) at beginning of year2014-12-31$834,035
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$750,329
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LAUREN DAVIS & CO.
Accountancy firm EIN2014-12-31351993824
2013 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,792,144
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$277,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$277,185
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,559,701
Value of total assets at end of year2013-12-31$26,374,432
Value of total assets at beginning of year2013-12-31$20,859,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$1,749
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
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$725,666
Participant contributions at end of year2013-12-31$33,883
Participant contributions at beginning of year2013-12-31$39,870
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$5,514,959
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,374,432
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,859,473
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$1,749
Income. Interest from loans (other than to participants)2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$25,506,514
Value of interest in common/collective trusts at beginning of year2013-12-31$19,969,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$4,230,694
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$834,035
Employer contributions (assets) at end of year2013-12-31$834,035
Employer contributions (assets) at beginning of year2013-12-31$849,613
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$277,184
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LAUREN DAVIS & CO.
Accountancy firm EIN2013-12-31351993824
2012 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,487,827
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$588,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$588,642
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,523,095
Value of total assets at end of year2012-12-31$20,859,473
Value of total assets at beginning of year2012-12-31$17,960,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$1,382
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$670,144
Participant contributions at end of year2012-12-31$39,870
Participant contributions at beginning of year2012-12-31$28,691
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,338
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$2,899,185
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,859,473
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,960,288
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$1,382
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$19,969,990
Value of interest in common/collective trusts at beginning of year2012-12-31$17,132,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$1,963,350
Net gain/loss from 103.12 investment entities2012-12-31$0
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$849,613
Employer contributions (assets) at end of year2012-12-31$849,613
Employer contributions (assets) at beginning of year2012-12-31$799,541
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$588,642
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LAUREN DAVIS & CO.
Accountancy firm EIN2012-12-31351993824
2011 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$250
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$906,919
Total loss/gain on sale of assets2011-12-31$193,581
Total of all expenses incurred2011-12-31$4,125,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,116,766
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,430,131
Value of total assets at end of year2011-12-31$17,960,288
Value of total assets at beginning of year2011-12-31$21,178,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,401
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$1,559
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$10,208
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$10,208
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$619,186
Participant contributions at end of year2011-12-31$28,691
Participant contributions at beginning of year2011-12-31$40,422
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,404
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$4,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,742
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$250
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,218,248
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,960,288
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,178,536
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$8,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,616,881
Interest on participant loans2011-12-31$1,557
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$17,132,056
Value of interest in common/collective trusts at beginning of year2011-12-31$16,569,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$92,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$92,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$-728,560
Net gain/loss from 103.12 investment entities2011-12-31$0
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$799,541
Employer contributions (assets) at end of year2011-12-31$799,541
Employer contributions (assets) at beginning of year2011-12-31$856,150
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,112,705
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$3,824,410
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,630,829
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LAUREN DAVIS & CO.
Accountancy firm EIN2011-12-31351993824
2010 : ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$250
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,711,868
Total loss/gain on sale of assets2010-12-31$-42,416
Total of all expenses incurred2010-12-31$1,593,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,567,810
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,434,579
Value of total assets at end of year2010-12-31$21,178,786
Value of total assets at beginning of year2010-12-31$19,060,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,059
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$16,979
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,725
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$52,353
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$578,429
Participant contributions at end of year2010-12-31$40,422
Participant contributions at beginning of year2010-12-31$60,573
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$11,842
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$25,738
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$250
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$2,117,999
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,178,536
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,060,537
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$26,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,616,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,177,159
Interest on participant loans2010-12-31$2,994
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$13,961
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$16,569,249
Value of interest in common/collective trusts at beginning of year2010-12-31$13,959,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$92,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$57,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$57,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$24
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$821,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$363,851
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$1,885,150
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$856,150
Employer contributions (assets) at end of year2010-12-31$856,150
Employer contributions (assets) at beginning of year2010-12-31$789,127
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$1,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,555,968
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$169,498
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$1,862,876
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,905,292
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LAUREN DAVIS & CO.
Accountancy firm EIN2010-12-31351993824

Form 5500 Responses for ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN

2022: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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
2009: ORTHOPEDIC & SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered323
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623779
Policy instance 2
Insurance contract or identification number623779
Number of Individuals Covered323
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $467
Amount paid for insurance broker fees467
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered291
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $140
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees140
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623779
Policy instance 2
Insurance contract or identification number623779
Number of Individuals Covered291
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees492
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered272
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $676
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees676
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623779
Policy instance 2
Insurance contract or identification number623779
Number of Individuals Covered272
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees454
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered278
Insurance policy start date2019-12-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $562
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees562
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623779
Policy instance 2
Insurance contract or identification number623779
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees536
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered309
Insurance policy start date2017-12-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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