| Plan Name | PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MILLER ORTHOPAEDIC AFFILIATES, P.C. |
| Employer identification number (EIN): | 421042055 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about MILLER ORTHOPAEDIC AFFILIATES, P.C.
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 1975-10-23 |
| Company Identification Number: | 052630 |
| Legal Registered Office Address: |
ONE EDMUNDSON PL STE 500 COUNCIL BLUFFS United States of America (USA) 51503 |
More information about MILLER ORTHOPAEDIC AFFILIATES, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | DANIEL J. LAROSE | 2017-09-14 | ||
| 001 | 2015-01-01 | DANIEL J. LAROSE | |||
| 001 | 2014-01-01 | DANIEL J. LAROSE | |||
| 001 | 2013-01-01 | DANIEL J. LAROSE | |||
| 001 | 2012-01-01 | DANIEL J. LAROSE | |||
| 001 | 2011-01-01 | DANIEL J. LAROSE | |||
| 001 | 2010-01-01 | DANIEL J. LAROSE | |||
| 001 | 2009-01-01 | DANIEL J. LAROSE |
| Measure | Date | Value |
|---|---|---|
| 2025 : PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-16 | 3389404 |
| Net assets as of the end of the plan year | 2025-06-16 | 8196554 |
| Total assets as of the beginning of the plan year | 2025-06-16 | 10541118 |
| Value of plan covered by a fidelity bond | 2025-06-16 | 500000 |
| Value of participant loans at end of plan year | 2025-06-16 | 8953 |
| Other income to plan in this plan year | 2025-06-16 | 980888 |
| Plan net income in this plan year | 2025-06-16 | -2344564 |
| Net assets as of the end of the plan year | 2025-06-16 | 8196554 |
| Net assets as of the beginning of the plan year | 2025-06-16 | 10541118 |
| Employer contributions to plan in this plan year | 2025-06-16 | 63952 |
| 2024 : PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-03-27 | 21509 |
| Net assets as of the end of the plan year | 2024-03-27 | 10541118 |
| Total assets as of the beginning of the plan year | 2024-03-27 | 8864521 |
| Value of plan covered by a fidelity bond | 2024-03-27 | 500000 |
| Value of participant loans at end of plan year | 2024-03-27 | 18004 |
| Other income to plan in this plan year | 2024-03-27 | 1446875 |
| Plan net income in this plan year | 2024-03-27 | 1676597 |
| Net assets as of the end of the plan year | 2024-03-27 | 10541118 |
| Net assets as of the beginning of the plan year | 2024-03-27 | 8864521 |
| Employer contributions to plan in this plan year | 2024-03-27 | 251231 |
| 2022 : PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-04-11 | 54499 |
| Net assets as of the end of the plan year | 2022-04-11 | 9710946 |
| Total assets as of the beginning of the plan year | 2022-04-11 | 8113065 |
| Value of plan covered by a fidelity bond | 2022-04-11 | 500000 |
| Value of participant loans at end of plan year | 2022-04-11 | 2148 |
| Other income to plan in this plan year | 2022-04-11 | 1416069 |
| Plan net income in this plan year | 2022-04-11 | 1597881 |
| Net assets as of the end of the plan year | 2022-04-11 | 9710946 |
| Net assets as of the beginning of the plan year | 2022-04-11 | 8113065 |
| Employer contributions to plan in this plan year | 2022-04-11 | 236311 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-11 | 150 |
| 2015 : PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $266,406 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $61,262 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $24,504 |
| Total plan assets at end of year | 2015-12-31 | $6,090,892 |
| Total plan assets at beginning of year | 2015-12-31 | $5,885,748 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Other income received | 2015-12-31 | $39,854 |
| Net income (gross income less expenses) | 2015-12-31 | $205,144 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,090,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,885,748 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $226,552 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $36,758 |
| 2014 : PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $692,365 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $98,774 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $65,268 |
| Total plan assets at end of year | 2014-12-31 | $5,885,748 |
| Total plan assets at beginning of year | 2014-12-31 | $5,292,157 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $424,121 |
| Net income (gross income less expenses) | 2014-12-31 | $593,591 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,885,748 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,292,157 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $268,244 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $33,506 |
| 2013 : PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $1,147,098 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $78,090 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $46,835 |
| Total plan assets at end of year | 2013-12-31 | $5,292,157 |
| Total plan assets at beginning of year | 2013-12-31 | $4,223,149 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $885,690 |
| Net income (gross income less expenses) | 2013-12-31 | $1,069,008 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,292,157 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,223,149 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $261,408 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $31,255 |
| 2012 : PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $655,776 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $36,218 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $3,620 |
| Total plan assets at end of year | 2012-12-31 | $4,223,149 |
| Total plan assets at beginning of year | 2012-12-31 | $3,603,591 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $410,942 |
| Net income (gross income less expenses) | 2012-12-31 | $619,558 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,223,149 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,603,591 |
| Assets. Value of participant loans | 2012-12-31 | $62,334 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $244,834 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $32,598 |
| 2011 : PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $334,732 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $86,696 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $60,233 |
| Total plan assets at end of year | 2011-12-31 | $3,603,591 |
| Total plan assets at beginning of year | 2011-12-31 | $3,355,555 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $90,727 |
| Net income (gross income less expenses) | 2011-12-31 | $248,036 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,603,591 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,355,555 |
| Assets. Value of participant loans | 2011-12-31 | $66,066 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $244,005 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $26,463 |
| 2010 : PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $542,371 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $35,795 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $11,985 |
| Total plan assets at end of year | 2010-12-31 | $3,355,555 |
| Total plan assets at beginning of year | 2010-12-31 | $2,848,979 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $306,383 |
| Net income (gross income less expenses) | 2010-12-31 | $506,576 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,355,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,848,979 |
| Assets. Value of participant loans | 2010-12-31 | $17,033 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $235,988 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $23,810 |
| 2015: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |