401k Plan data: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN plan

AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 401k Plan overview

Plan Name	AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN
Plan identification number	003

AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS

Employer identification number (EIN): 362110592

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS

Jurisdiction of Incorporation: District of Columbia Corporations Division

Incorporation Date:

Company Identification Number: 232066

More information about AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01
003 2019-01-01
003 2018-01-01 LAURA ABRAHAMS
003 2017-01-01 LAURA ABRAHAMS
003 2016-01-01 LAURA ABRAHAMS
003 2015-01-01 LAURA ABRAHAMS
003 2014-01-01 LAURA ABRAHAMS
003 2013-01-01 MARITA POWELL
003 2012-01-01 MARITA POWELL
003 2011-01-01 MARITA POWELL MARITA POWELL 2012-06-20
003 2010-01-01 MARITA POWELL MARITA POWELL 2011-07-26
003 2009-01-01 KAREN HACKETT KAREN HACKETT 2010-09-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2020-01-01
003	2019-01-01
003	2018-01-01	LAURA ABRAHAMS
003	2017-01-01	LAURA ABRAHAMS
003	2016-01-01	LAURA ABRAHAMS
003	2015-01-01	LAURA ABRAHAMS
003	2014-01-01	LAURA ABRAHAMS
003	2013-01-01	MARITA POWELL
003	2012-01-01	MARITA POWELL
003	2011-01-01	MARITA POWELL	MARITA POWELL	2012-06-20
003	2010-01-01	MARITA POWELL	MARITA POWELL	2011-07-26
003	2009-01-01	KAREN HACKETT	KAREN HACKETT	2010-09-30

Plan Statistics for AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN

401k plan membership statisitcs for AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN

Measure Date Value
2020: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 125
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 62
Total of all active and inactive participants 2019-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 187
Number of participants with account balances 2019-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 232
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 66
Total of all active and inactive participants 2018-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 298
Number of participants with account balances 2018-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 226
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 42
Total of all active and inactive participants 2017-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 268
Number of participants with account balances 2017-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 241
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 38
Total of all active and inactive participants 2016-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 279
Number of participants with account balances 2016-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 245
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 32
Total of all active and inactive participants 2015-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 277
Number of participants with account balances 2015-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 260
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 284
Number of participants with account balances 2014-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 244
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 28
Total of all active and inactive participants 2013-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 272
Number of participants with account balances 2013-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 273
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 290
Number of participants with account balances 2012-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 257
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 269
Total participants 2011-01-01 269
Number of participants with account balances 2011-01-01 106
2010: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 244
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 253
Total participants 2010-01-01 253
Number of participants with account balances 2010-01-01 101
2009: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 238
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 244
Number of participants with account balances 2009-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	125
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	62
Total of all active and inactive participants	2019-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	187
Number of participants with account balances	2019-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	232
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	66
Total of all active and inactive participants	2018-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	298
Number of participants with account balances	2018-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	226
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	42
Total of all active and inactive participants	2017-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	268
Number of participants with account balances	2017-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	241
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	38
Total of all active and inactive participants	2016-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	279
Number of participants with account balances	2016-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	245
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	32
Total of all active and inactive participants	2015-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	277
Number of participants with account balances	2015-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	260
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	284
Number of participants with account balances	2014-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	244
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	28
Total of all active and inactive participants	2013-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	272
Number of participants with account balances	2013-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	273
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	290
Number of participants with account balances	2012-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	257
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	269
Total participants	2011-01-01	269
Number of participants with account balances	2011-01-01	106
2010: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	244
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	253
Total participants	2010-01-01	253
Number of participants with account balances	2010-01-01	101
2009: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	238
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	244
Number of participants with account balances	2009-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN

Measure	Date	Value
2020 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-07-31	$0
Total income from all sources (including contributions)	2020-07-31	$-260,907
Total loss/gain on sale of assets	2020-07-31	$0
Total of all expenses incurred	2020-07-31	$11,311,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-07-31	$11,307,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-07-31	$0
Value of total assets at end of year	2020-07-31	$0
Value of total assets at beginning of year	2020-07-31	$11,572,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-07-31	$3,390
Total interest from all sources	2020-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-07-31	$12,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-07-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-07-31	$12,522
Administrative expenses professional fees incurred	2020-07-31	$3,390
Was this plan covered by a fidelity bond	2020-07-31	Yes
Value of fidelity bond cover	2020-07-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-07-31	No
Participant contributions at end of year	2020-07-31	$0
Participant contributions at beginning of year	2020-07-31	$42,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Value of net income/loss	2020-07-31	$-11,572,030
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$11,572,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-07-31	No
Were any leases to which the plan was party in default or uncollectible	2020-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-07-31	$10,666,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-07-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-07-31	$863,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-07-31	$863,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-07-31	$-273,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-07-31	No
Was there a failure to transmit to the plan any participant contributions	2020-07-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-07-31	$11,307,733
Did the plan have assets held for investment	2020-07-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-07-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-07-31	Disclaimer
Accountancy firm name	2020-07-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-07-31	410746749
2019 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,215,118
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,700,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,689,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,071,664
Value of total assets at end of year	2019-12-31	$11,572,030
Value of total assets at beginning of year	2019-12-31	$10,057,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,220
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$410,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$410,366
Administrative expenses professional fees incurred	2019-12-31	$11,220
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,024,566
Participant contributions at end of year	2019-12-31	$42,048
Participant contributions at beginning of year	2019-12-31	$33,327
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$47,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,514,246
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,572,030
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,057,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,666,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,271,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$863,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$753,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$753,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,733,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,689,652
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,800,678
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,327,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,317,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,316,438
Value of total assets at end of year	2018-12-31	$10,057,784
Value of total assets at beginning of year	2018-12-31	$10,584,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,866
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$466,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$466,937
Administrative expenses professional fees incurred	2018-12-31	$9,866
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,037,244
Participant contributions at end of year	2018-12-31	$33,327
Participant contributions at beginning of year	2018-12-31	$41,430
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,279,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-527,142
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,057,784
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,584,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,271,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,925,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$753,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$618,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$618,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-982,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,317,954
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,669,034
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,152,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,147,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,025,222
Value of total assets at end of year	2017-12-31	$10,584,926
Value of total assets at beginning of year	2017-12-31	$10,068,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,485
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$342,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$342,184
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,010,330
Participant contributions at end of year	2017-12-31	$41,430
Participant contributions at beginning of year	2017-12-31	$37,048
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$14,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$516,861
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,584,926
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,068,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,925,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,603,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$618,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$427,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$427,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,301,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,147,688
Contract administrator fees	2017-12-31	$4,485
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,785,157
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,445,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,440,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$952,266
Value of total assets at end of year	2016-12-31	$10,068,065
Value of total assets at beginning of year	2016-12-31	$9,727,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,145
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$194,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$194,107
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$945,183
Participant contributions at end of year	2016-12-31	$37,048
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$7,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$340,155
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,068,065
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,727,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,603,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,166,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$427,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$561,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$561,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$638,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,440,857
Contract administrator fees	2016-12-31	$4,145
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,130,799
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$409,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$406,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,160,181
Value of total assets at end of year	2015-12-31	$9,727,910
Value of total assets at beginning of year	2015-12-31	$9,007,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,840
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$170,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$170,322
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$883,770
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$276,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$720,863
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,727,910
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,007,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,166,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,502,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$561,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$504,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$504,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-199,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$406,096
Contract administrator fees	2015-12-31	$3,840
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,731,059
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,825,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,822,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$917,104
Value of total assets at end of year	2014-12-31	$9,007,047
Value of total assets at beginning of year	2014-12-31	$9,101,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,490
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$157,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$157,903
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$851,168
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$65,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-94,706
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,007,047
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,101,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,502,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,620,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$504,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$481,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$481,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$656,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,822,275
Contract administrator fees	2014-12-31	$3,490
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,426,124
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$569,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$565,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$851,207
Value of total assets at end of year	2013-12-31	$9,101,753
Value of total assets at beginning of year	2013-12-31	$7,244,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,465
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$142,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$142,721
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$846,638
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,856,993
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,101,753
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,244,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,620,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,687,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$481,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$557,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$557,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,432,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$565,666
Contract administrator fees	2013-12-31	$3,465
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,634,820
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$739,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$736,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$868,067
Value of total assets at end of year	2012-12-31	$7,244,760
Value of total assets at beginning of year	2012-12-31	$6,349,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,135
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$134,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$134,950
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$865,754
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$895,186
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,244,760
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,349,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,687,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,349,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$557,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$631,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$736,499
Contract administrator fees	2012-12-31	$3,135
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$901,741
Total of all expenses incurred	2011-12-31	$28,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$25,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$843,076
Value of total assets at end of year	2011-12-31	$6,349,574
Value of total assets at beginning of year	2011-12-31	$5,476,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,596
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$113,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$113,930
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$843,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$873,430
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,349,574
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,476,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,349,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,476,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-55,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$25,715
Contract administrator fees	2011-12-31	$2,596
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BLACKMAN KALLICK, LLP
Accountancy firm EIN	2011-12-31	363468829
2010 : AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,368,423
Total of all expenses incurred	2010-12-31	$59,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$56,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$767,351
Value of total assets at end of year	2010-12-31	$5,476,144
Value of total assets at beginning of year	2010-12-31	$4,167,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,801
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$89,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$89,578
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$767,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,308,893
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,476,144
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,167,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,476,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,167,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$511,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$56,729
Contract administrator fees	2010-12-31	$2,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BLACKMAN KALLICK, LLP
Accountancy firm EIN	2010-12-31	363468829

Form 5500 Responses for AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN

2020: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS
Employer identification number (EIN):	362110592
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	District of Columbia Corporations Division
Incorporation Date:
Company Identification Number:	232066