401k Plan data: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN plan

MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN
Plan identification number	001

MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined 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

MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. has sponsored the creation of one or more 401k plans.

Company Name: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C.

Employer identification number (EIN): 364005696

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROGER MCDOWELL 2018-10-10 ROGER MCDOWELL 2018-10-10
001 2016-01-01 ROGER MCDOWELL 2017-05-11
001 2015-01-01 ROGER MCDOWELL 2016-08-17
001 2014-01-01 ROGER MCDOWELL ROGER MCDOWELL 2015-10-20
001 2014-01-01 ROGER MCDOWELL ROGER MCDOWELL 2015-10-15
001 2013-01-01 ROGER MCDOWELL ROGER MCDOWELL 2014-10-15
001 2012-01-01 ROGER MCDOWELL ROGER MCDOWELL 2013-10-14
001 2011-01-01 JEAN STRIPEIK JEAN STRIPEIK 2012-10-08
001 2009-01-01 JOSE PEREZ-SANZ JOSE PEREZ-SANZ 2010-10-18
001 2009-01-01 JOSE PEREZ-SANZ JOSE PEREZ-SANZ 2010-10-18
001 2009-01-01 JOSE PEREZ-SANZ JOSE PEREZ-SANZ 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROGER MCDOWELL	2018-10-10	ROGER MCDOWELL	2018-10-10
001	2016-01-01	ROGER MCDOWELL	2017-05-11
001	2015-01-01	ROGER MCDOWELL	2016-08-17
001	2014-01-01	ROGER MCDOWELL		ROGER MCDOWELL	2015-10-20
001	2014-01-01	ROGER MCDOWELL		ROGER MCDOWELL	2015-10-15
001	2013-01-01	ROGER MCDOWELL		ROGER MCDOWELL	2014-10-15
001	2012-01-01	ROGER MCDOWELL		ROGER MCDOWELL	2013-10-14
001	2011-01-01	JEAN STRIPEIK		JEAN STRIPEIK	2012-10-08
001	2009-01-01	JOSE PEREZ-SANZ		JOSE PEREZ-SANZ	2010-10-18
001	2009-01-01	JOSE PEREZ-SANZ		JOSE PEREZ-SANZ	2010-10-18
001	2009-01-01	JOSE PEREZ-SANZ		JOSE PEREZ-SANZ	2010-10-15

Plan Statistics for MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 85
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 30
Total of all active and inactive participants 2022-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 115
Number of participants with account balances 2022-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 85
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 36
Total of all active and inactive participants 2021-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 121
Number of participants with account balances 2021-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 82
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 62
Total of all active and inactive participants 2020-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 144
Number of participants with account balances 2020-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 79
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 41
Total of all active and inactive participants 2019-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 120
Number of participants with account balances 2019-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 108
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 31
Total of all active and inactive participants 2018-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 139
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2014: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 61
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 33
Total of all active and inactive participants 2014-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 94
Number of participants with account balances 2014-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 71
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 131
Total of all active and inactive participants 2013-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 202
Number of participants with account balances 2013-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 102
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 93
Total of all active and inactive participants 2012-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 195
Number of participants with account balances 2012-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 104
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 76
Total of all active and inactive participants 2011-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 180
Number of participants with account balances 2011-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2009: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 142
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 67
Total of all active and inactive participants 2009-01-01 209
Total participants 2009-01-01 209
Number of participants with account balances 2009-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2022: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	85
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	30
Total of all active and inactive participants	2022-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	115
Number of participants with account balances	2022-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	85
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	36
Total of all active and inactive participants	2021-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	121
Number of participants with account balances	2021-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	82
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	62
Total of all active and inactive participants	2020-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	144
Number of participants with account balances	2020-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	79
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	41
Total of all active and inactive participants	2019-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	120
Number of participants with account balances	2019-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	108
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	31
Total of all active and inactive participants	2018-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	139
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2014: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	61
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	33
Total of all active and inactive participants	2014-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	94
Number of participants with account balances	2014-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	71
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	131
Total of all active and inactive participants	2013-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	202
Number of participants with account balances	2013-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	102
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	93
Total of all active and inactive participants	2012-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	195
Number of participants with account balances	2012-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	104
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	76
Total of all active and inactive participants	2011-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	180
Number of participants with account balances	2011-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2009: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	142
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	67
Total of all active and inactive participants	2009-01-01	209
Total participants	2009-01-01	209
Number of participants with account balances	2009-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2022 : MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-846,010
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$630,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$559,130
Expenses. Certain deemed distributions of participant loans	2022-12-31	$4,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$881,057
Value of total assets at end of year	2022-12-31	$10,290,678
Value of total assets at beginning of year	2022-12-31	$11,767,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$67,057
Total interest from all sources	2022-12-31	$4,510
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$322,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$322,608
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$410,784
Participant contributions at end of year	2022-12-31	$90,739
Participant contributions at beginning of year	2022-12-31	$37,460
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$25,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,476,531
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,290,678
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,767,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$40,018
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,538,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,986,852
Interest on participant loans	2022-12-31	$2,422
Value of interest in common/collective trusts at end of year	2022-12-31	$661,857
Value of interest in common/collective trusts at beginning of year	2022-12-31	$742,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,070,475
Net investment gain or loss from common/collective trusts	2022-12-31	$16,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$445,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$559,130
Contract administrator fees	2022-12-31	$27,039
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PKF MUELLER
Accountancy firm EIN	2022-12-31	362658780
2021 : MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,155,598
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$305,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$231,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$839,642
Value of total assets at end of year	2021-12-31	$11,767,209
Value of total assets at beginning of year	2021-12-31	$9,916,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$73,047
Total interest from all sources	2021-12-31	$5,463
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$324,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$324,539
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$415,467
Participant contributions at end of year	2021-12-31	$37,460
Participant contributions at beginning of year	2021-12-31	$56,122
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$39,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,850,555
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,767,209
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,916,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$44,321
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,986,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,314,085
Interest on participant loans	2021-12-31	$3,215
Value of interest in common/collective trusts at end of year	2021-12-31	$742,897
Value of interest in common/collective trusts at beginning of year	2021-12-31	$546,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$972,687
Net investment gain or loss from common/collective trusts	2021-12-31	$13,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$384,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$231,996
Contract administrator fees	2021-12-31	$28,726
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PKF MUELLER
Accountancy firm EIN	2021-12-31	362658780
2020 : MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,961,887
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$156,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$102,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$803,474
Value of total assets at end of year	2020-12-31	$9,916,654
Value of total assets at beginning of year	2020-12-31	$8,111,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$54,130
Total interest from all sources	2020-12-31	$5,927
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$223,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$223,070
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$390,221
Participant contributions at end of year	2020-12-31	$56,122
Participant contributions at beginning of year	2020-12-31	$48,563
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$124,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,804,923
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,916,654
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,111,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$33,705
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,314,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,577,770
Interest on participant loans	2020-12-31	$3,240
Value of interest in common/collective trusts at end of year	2020-12-31	$546,447
Value of interest in common/collective trusts at beginning of year	2020-12-31	$485,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$917,695
Net investment gain or loss from common/collective trusts	2020-12-31	$11,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$288,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$102,834
Contract administrator fees	2020-12-31	$20,425
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PKF MUELLER
Accountancy firm EIN	2020-12-31	362658780
2019 : MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$11,507
Total unrealized appreciation/depreciation of assets	2019-12-31	$11,507
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	$2,133,855
Total loss/gain on sale of assets	2019-12-31	$307
Total of all expenses incurred	2019-12-31	$329,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$279,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$848,953
Value of total assets at end of year	2019-12-31	$8,111,731
Value of total assets at beginning of year	2019-12-31	$6,307,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$49,951
Total interest from all sources	2019-12-31	$3,980
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$185,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$185,448
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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	$405,536
Participant contributions at end of year	2019-12-31	$48,563
Participant contributions at beginning of year	2019-12-31	$41,102
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$14,747
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	$1,803,952
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,111,731
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,307,779
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
Investment advisory and management fees	2019-12-31	$29,815
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,577,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,863,949
Interest on participant loans	2019-12-31	$2,457
Interest earned on other investments	2019-12-31	$1,523
Value of interest in common/collective trusts at end of year	2019-12-31	$485,398
Value of interest in common/collective trusts at beginning of year	2019-12-31	$402,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,073,363
Net investment gain or loss from common/collective trusts	2019-12-31	$10,297
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	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$428,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$279,952
Contract administrator fees	2019-12-31	$20,136
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
Aggregate proceeds on sale of assets	2019-12-31	$39,348
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$39,041
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	MUELLER & CO., LLP
Accountancy firm EIN	2019-12-31	362658780
2018 : MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) 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	$338,015
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$100,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$52,121
Value of total corrective distributions	2018-12-31	$6,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$737,894
Value of total assets at end of year	2018-12-31	$6,307,779
Value of total assets at beginning of year	2018-12-31	$6,069,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,921
Total interest from all sources	2018-12-31	$3,235
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$181,068
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	$181,068
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$430,550
Participant contributions at end of year	2018-12-31	$41,102
Participant contributions at beginning of year	2018-12-31	$40,081
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$131,784
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	$237,959
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,307,779
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,069,820
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	$5,863,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,665,826
Interest on participant loans	2018-12-31	$1,810
Value of interest in common/collective trusts at end of year	2018-12-31	$402,728
Value of interest in common/collective trusts at beginning of year	2018-12-31	$363,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-595,595
Net investment gain or loss from common/collective trusts	2018-12-31	$11,413
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
Contributions received in cash from employer	2018-12-31	$175,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$52,121
Contract administrator fees	2018-12-31	$41,921
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	MUELLER & CO., LLP
Accountancy firm EIN	2018-12-31	362658780
2014 : MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$696,494
Total of all expenses incurred	2014-12-31	$1,606,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,602,033
Expenses. Certain deemed distributions of participant loans	2014-12-31	$2,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$357,522
Value of total assets at end of year	2014-12-31	$6,036,627
Value of total assets at beginning of year	2014-12-31	$6,946,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,993
Total interest from all sources	2014-12-31	$2,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$1,993
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$173,499
Participant contributions at end of year	2014-12-31	$56,695
Participant contributions at beginning of year	2014-12-31	$77,147
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$40,500
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$803,633
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$825,567
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$69,366
Other income not declared elsewhere	2014-12-31	$336,788
Total non interest bearing cash at end of year	2014-12-31	$12,602
Total non interest bearing cash at beginning of year	2014-12-31	$2,671
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	$-910,300
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,036,627
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,946,927
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	$5,050,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,678,921
Interest on participant loans	2014-12-31	$2,184
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$114,657
Employer contributions (assets) at end of year	2014-12-31	$112,805
Employer contributions (assets) at beginning of year	2014-12-31	$322,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,602,033
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MULCAHY, PAURITSCH, SALVADOR & CO.
Accountancy firm EIN	2014-12-31	363074623
2013 : MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total transfer of assets from this plan	2013-12-31	$679,357
Total income from all sources (including contributions)	2013-12-31	$1,537,007
Total of all expenses incurred	2013-12-31	$1,341,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,270,354
Expenses. Certain deemed distributions of participant loans	2013-12-31	$64,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$566,580
Value of total assets at end of year	2013-12-31	$6,946,927
Value of total assets at beginning of year	2013-12-31	$7,430,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,940
Total interest from all sources	2013-12-31	$4,695
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$253,081
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	$253,081
Administrative expenses professional fees incurred	2013-12-31	$5,940
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$244,459
Participant contributions at end of year	2013-12-31	$77,147
Participant contributions at beginning of year	2013-12-31	$189,477
Participant contributions at end of year	2013-12-31	$40,500
Participant contributions at beginning of year	2013-12-31	$17,000
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$825,567
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$815,204
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$10,364
Total non interest bearing cash at end of year	2013-12-31	$2,671
Total non interest bearing cash at beginning of year	2013-12-31	$4,325
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
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$195,764
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,946,927
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,430,520
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	$5,678,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,224,943
Interest on participant loans	2013-12-31	$4,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$702,287
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	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$322,121
Employer contributions (assets) at end of year	2013-12-31	$322,121
Employer contributions (assets) at beginning of year	2013-12-31	$179,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,270,354
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MULCAHY, PAURITSCH, SALVADOR & CO.
Accountancy firm EIN	2013-12-31	363074623
2012 : MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2012 401k financial data
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	$1,116,671
Total of all expenses incurred	2012-12-31	$496,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$433,018
Expenses. Certain deemed distributions of participant loans	2012-12-31	$43,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$420,006
Value of total assets at end of year	2012-12-31	$7,430,520
Value of total assets at beginning of year	2012-12-31	$6,810,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$19,690
Total interest from all sources	2012-12-31	$6,277
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$127,223
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	$127,223
Administrative expenses professional fees incurred	2012-12-31	$10,500
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$221,345
Participant contributions at end of year	2012-12-31	$189,477
Participant contributions at beginning of year	2012-12-31	$198,759
Participant contributions at end of year	2012-12-31	$17,000
Participant contributions at beginning of year	2012-12-31	$40,250
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$815,204
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$816,599
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$19,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$1,995
Total non interest bearing cash at end of year	2012-12-31	$4,325
Total non interest bearing cash at beginning of year	2012-12-31	$18,951
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	$620,046
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,430,520
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,810,474
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	$6,224,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,387,065
Interest on participant loans	2012-12-31	$6,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$563,165
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$179,593
Employer contributions (assets) at end of year	2012-12-31	$179,571
Employer contributions (assets) at beginning of year	2012-12-31	$348,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$433,018
Contract administrator fees	2012-12-31	$7,195
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MULCAHY, PAURITSCH, SALVADOR & CO.
Accountancy firm EIN	2012-12-31	363074623
2011 : MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total transfer of assets from this plan	2011-12-31	$1,160,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$384,741
Total of all expenses incurred	2011-12-31	$448,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$445,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$639,994
Value of total assets at end of year	2011-12-31	$6,810,474
Value of total assets at beginning of year	2011-12-31	$8,034,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,494
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$7,001
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$176,711
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	$176,711
Administrative expenses professional fees incurred	2011-12-31	$2,494
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$291,144
Participant contributions at end of year	2011-12-31	$198,759
Participant contributions at beginning of year	2011-12-31	$235,751
Participant contributions at end of year	2011-12-31	$40,250
Participant contributions at beginning of year	2011-12-31	$52,750
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$816,599
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$510,294
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$18,951
Total non interest bearing cash at beginning of year	2011-12-31	$11,826
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	$-63,528
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,810,474
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,034,920
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	$5,387,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,923,462
Interest on participant loans	2011-12-31	$7,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-438,965
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$348,850
Employer contributions (assets) at end of year	2011-12-31	$348,850
Employer contributions (assets) at beginning of year	2011-12-31	$300,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$445,775
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MULCAHY, PAURITSCH, SALVADOR & CO.
Accountancy firm EIN	2011-12-31	363074623
2010 : MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,364,900
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$281,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$279,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$643,152
Value of total assets at end of year	2010-12-31	$8,034,920
Value of total assets at beginning of year	2010-12-31	$6,951,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,375
Total interest from all sources	2010-12-31	$9,263
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$143,010
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	$143,010
Administrative expenses professional fees incurred	2010-12-31	$2,375
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	$342,315
Participant contributions at end of year	2010-12-31	$235,751
Participant contributions at beginning of year	2010-12-31	$140,083
Participant contributions at end of year	2010-12-31	$52,750
Participant contributions at beginning of year	2010-12-31	$58,750
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$510,294
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$375,498
Other income not declared elsewhere	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$11,826
Total non interest bearing cash at beginning of year	2010-12-31	$5,140
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	$1,083,308
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,034,920
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,951,612
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	$6,923,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,075,372
Interest on participant loans	2010-12-31	$9,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$569,475
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	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$300,837
Employer contributions (assets) at end of year	2010-12-31	$300,837
Employer contributions (assets) at beginning of year	2010-12-31	$296,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$279,217
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MULCAHY, PAURITSCH, SALVADOR & CO.
Accountancy firm EIN	2010-12-31	363074623

Form 5500 Responses for MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN

2022: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) 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: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) 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
2014: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MIDWEST ORTHOPAEDIC CONSULTANTS, S.C.
Employer identification number (EIN):	364005696
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers