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

Plan NameMIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

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

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 CENTER S.C. has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST ORTHOPAEDIC CENTER S.C.
Employer identification number (EIN):371387037
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DEREK ARMSTRONG
0012017-01-01DEREK ARMSTRONG
0012016-01-01DEREK ARMSTRONG
0012015-01-01DEREK ARMSTRONG2016-09-26
0012014-01-01DEREK ARMSTRONG2015-09-29
0012013-01-01DEREK ARMSTRONG2014-07-22
0012012-01-01DEREK J. ARMSTRONG2013-09-17
0012011-01-01DEREK J. ARMSTRONG2012-09-18
0012010-01-01DEREK J. ARMSTRONG2012-09-25

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

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

Measure Date Value
2022: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01153
Total number of active participants reported on line 7a of the Form 55002022-01-01116
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01161
Number of participants with account balances2022-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01153
Total number of active participants reported on line 7a of the Form 55002021-01-01123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01153
Number of participants with account balances2021-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01121
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01153
Number of participants with account balances2020-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-01126
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01155
Number of participants with account balances2019-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01144
Total number of active participants reported on line 7a of the Form 55002018-01-01125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01150
Number of participants with account balances2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01144
Number of participants with account balances2017-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01120
Total number of active participants reported on line 7a of the Form 55002016-01-01114
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01133
Number of participants with account balances2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012

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

Measure Date Value
2022 : MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-6,747,954
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$664,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$661,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,053,665
Value of total assets at end of year2022-12-31$37,593,175
Value of total assets at beginning of year2022-12-31$45,005,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,188
Total interest from all sources2022-12-31$28,312
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,345,998
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,345,998
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$926,778
Participant contributions at end of year2022-12-31$189,482
Participant contributions at beginning of year2022-12-31$60,715
Participant contributions at end of year2022-12-31$1,104
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$10,100,160
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,249,542
Other income not declared elsewhere2022-12-31$-2,864,631
Administrative expenses (other) incurred2022-12-31$2,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,412,025
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,593,175
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,005,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,669,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,135,188
Interest on participant loans2022-12-31$4,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,505,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,282,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,282,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$23,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,311,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,126,887
Employer contributions (assets) at end of year2022-12-31$1,126,887
Employer contributions (assets) at beginning of year2022-12-31$277,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$661,883
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$8,630,932
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,048,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,046,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,166,169
Value of total assets at end of year2021-12-31$45,005,200
Value of total assets at beginning of year2021-12-31$37,422,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,240
Total interest from all sources2021-12-31$4,104
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,602,710
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,602,710
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$924,092
Participant contributions at end of year2021-12-31$60,715
Participant contributions at beginning of year2021-12-31$85,301
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,249,542
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$11,083,426
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,000
Other income not declared elsewhere2021-12-31$1,727,974
Administrative expenses (other) incurred2021-12-31$2,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,582,491
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,005,200
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,422,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,135,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,318,545
Interest on participant loans2021-12-31$3,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,282,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,382,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,382,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,129,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,208,077
Employer contributions (assets) at end of year2021-12-31$277,718
Employer contributions (assets) at beginning of year2021-12-31$553,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,046,201
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31393168081
2020 : MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$8,115,178
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$719,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$718,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,496,641
Value of total assets at end of year2020-12-31$37,422,709
Value of total assets at beginning of year2020-12-31$30,026,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,030
Total interest from all sources2020-12-31$11,285
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$795,894
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$795,894
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$805,943
Participant contributions at end of year2020-12-31$85,301
Participant contributions at beginning of year2020-12-31$167,940
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,083,426
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,568,442
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$632,651
Other income not declared elsewhere2020-12-31$1,794,270
Administrative expenses (other) incurred2020-12-31$1,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,395,949
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,422,709
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,026,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,318,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,451,999
Interest on participant loans2020-12-31$7,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,382,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$733,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$733,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,017,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,058,047
Employer contributions (assets) at end of year2020-12-31$553,384
Employer contributions (assets) at beginning of year2020-12-31$1,104,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$718,199
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31393168081
2019 : MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$7,548,855
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$462,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$437,610
Expenses. Certain deemed distributions of participant loans2019-12-31$18,408
Value of total corrective distributions2019-12-31$4,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,920,757
Value of total assets at end of year2019-12-31$30,026,760
Value of total assets at beginning of year2019-12-31$22,940,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,109
Total interest from all sources2019-12-31$18,863
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$734,375
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$734,375
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$808,365
Participant contributions at end of year2019-12-31$167,940
Participant contributions at beginning of year2019-12-31$129,423
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,568,442
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,638,827
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,006
Other income not declared elsewhere2019-12-31$1,607,792
Administrative expenses (other) incurred2019-12-31$2,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,086,642
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,026,760
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,940,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,451,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,695,320
Interest on participant loans2019-12-31$6,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$733,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$398,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$398,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,267,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,104,386
Employer contributions (assets) at end of year2019-12-31$1,104,386
Employer contributions (assets) at beginning of year2019-12-31$1,077,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$437,610
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HEINOLD BANWART
Accountancy firm EIN2019-12-31371196235
2018 : MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$478,948
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$338,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$337,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,931,110
Value of total assets at end of year2018-12-31$22,940,118
Value of total assets at beginning of year2018-12-31$22,799,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$950
Total interest from all sources2018-12-31$13,280
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$999,643
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$999,643
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$740,568
Participant contributions at end of year2018-12-31$129,423
Participant contributions at beginning of year2018-12-31$126,257
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,638,827
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,522,724
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$112,876
Other income not declared elsewhere2018-12-31$-402,071
Administrative expenses (other) incurred2018-12-31$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$140,407
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,940,118
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,799,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,695,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,545,929
Interest on participant loans2018-12-31$6,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$398,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$623,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$623,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,063,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,077,666
Employer contributions (assets) at end of year2018-12-31$1,077,666
Employer contributions (assets) at beginning of year2018-12-31$980,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$337,591
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HEINOLD BANWART
Accountancy firm EIN2018-12-31371196235
2017 : MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$5,101,534
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$215,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$194,028
Expenses. Certain deemed distributions of participant loans2017-12-31$18,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,673,354
Value of total assets at end of year2017-12-31$22,799,711
Value of total assets at beginning of year2017-12-31$17,913,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,050
Total interest from all sources2017-12-31$11,305
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$573,322
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$573,322
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$679,796
Participant contributions at end of year2017-12-31$126,257
Participant contributions at beginning of year2017-12-31$146,774
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,522,724
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,323,218
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,670
Other income not declared elsewhere2017-12-31$920,302
Administrative expenses (other) incurred2017-12-31$3,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,886,048
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,799,711
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,913,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,545,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,135,132
Interest earned on other investments2017-12-31$6,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$623,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$361,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$361,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,923,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$980,888
Employer contributions (assets) at end of year2017-12-31$980,888
Employer contributions (assets) at beginning of year2017-12-31$947,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$194,028
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HEINOLD BANWART
Accountancy firm EIN2017-12-31371196235
2016 : MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$3,751,686
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$236,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$234,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,438,076
Value of total assets at end of year2016-12-31$17,913,663
Value of total assets at beginning of year2016-12-31$14,398,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,978
Total interest from all sources2016-12-31$8,377
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$364,336
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$364,336
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$567,330
Participant contributions at end of year2016-12-31$146,774
Participant contributions at beginning of year2016-12-31$167,847
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,323,218
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,951,387
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$56,176
Other income not declared elsewhere2016-12-31$390,592
Administrative expenses (other) incurred2016-12-31$1,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,515,017
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,913,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,398,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,135,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,906,850
Interest on participant loans2016-12-31$7,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$361,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$372,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$372,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$550,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,814,570
Employer contributions (assets) at end of year2016-12-31$947,281
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$234,691
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HEINOLD BANWART
Accountancy firm EIN2016-12-31371196235

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

2022: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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