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PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 401k Plan overview

Plan NamePROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C.
Plan identification number 001

PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

MILLER ORTHOPAEDIC AFFILIATES, P.C. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01DANIEL J. LAROSE2017-09-14
0012015-01-01DANIEL J. LAROSE
0012014-01-01DANIEL J. LAROSE
0012013-01-01DANIEL J. LAROSE
0012012-01-01DANIEL J. LAROSE
0012011-01-01DANIEL J. LAROSE
0012010-01-01DANIEL J. LAROSE
0012009-01-01DANIEL J. LAROSE

Financial Data on PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C.

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 year2025-06-163389404
Net assets as of the end of the plan year2025-06-168196554
Total assets as of the beginning of the plan year2025-06-1610541118
Value of plan covered by a fidelity bond2025-06-16500000
Value of participant loans at end of plan year2025-06-168953
Other income to plan in this plan year2025-06-16980888
Plan net income in this plan year2025-06-16-2344564
Net assets as of the end of the plan year2025-06-168196554
Net assets as of the beginning of the plan year2025-06-1610541118
Employer contributions to plan in this plan year2025-06-1663952
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 year2024-03-2721509
Net assets as of the end of the plan year2024-03-2710541118
Total assets as of the beginning of the plan year2024-03-278864521
Value of plan covered by a fidelity bond2024-03-27500000
Value of participant loans at end of plan year2024-03-2718004
Other income to plan in this plan year2024-03-271446875
Plan net income in this plan year2024-03-271676597
Net assets as of the end of the plan year2024-03-2710541118
Net assets as of the beginning of the plan year2024-03-278864521
Employer contributions to plan in this plan year2024-03-27251231
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 year2022-04-1154499
Net assets as of the end of the plan year2022-04-119710946
Total assets as of the beginning of the plan year2022-04-118113065
Value of plan covered by a fidelity bond2022-04-11500000
Value of participant loans at end of plan year2022-04-112148
Other income to plan in this plan year2022-04-111416069
Plan net income in this plan year2022-04-111597881
Net assets as of the end of the plan year2022-04-119710946
Net assets as of the beginning of the plan year2022-04-118113065
Employer contributions to plan in this plan year2022-04-11236311
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-11150
2015 : PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2015 401k financial data
Total income from all sources2015-12-31$266,406
Expenses. Total of all expenses incurred2015-12-31$61,262
Benefits paid (including direct rollovers)2015-12-31$24,504
Total plan assets at end of year2015-12-31$6,090,892
Total plan assets at beginning of year2015-12-31$5,885,748
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$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 sources2014-12-31$692,365
Expenses. Total of all expenses incurred2014-12-31$98,774
Benefits paid (including direct rollovers)2014-12-31$65,268
Total plan assets at end of year2014-12-31$5,885,748
Total plan assets at beginning of year2014-12-31$5,292,157
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$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 sources2013-12-31$1,147,098
Expenses. Total of all expenses incurred2013-12-31$78,090
Benefits paid (including direct rollovers)2013-12-31$46,835
Total plan assets at end of year2013-12-31$5,292,157
Total plan assets at beginning of year2013-12-31$4,223,149
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$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 sources2012-12-31$655,776
Expenses. Total of all expenses incurred2012-12-31$36,218
Benefits paid (including direct rollovers)2012-12-31$3,620
Total plan assets at end of year2012-12-31$4,223,149
Total plan assets at beginning of year2012-12-31$3,603,591
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$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 loans2012-12-31$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 sources2011-12-31$334,732
Expenses. Total of all expenses incurred2011-12-31$86,696
Benefits paid (including direct rollovers)2011-12-31$60,233
Total plan assets at end of year2011-12-31$3,603,591
Total plan assets at beginning of year2011-12-31$3,355,555
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$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 loans2011-12-31$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 sources2010-12-31$542,371
Expenses. Total of all expenses incurred2010-12-31$35,795
Benefits paid (including direct rollovers)2010-12-31$11,985
Total plan assets at end of year2010-12-31$3,355,555
Total plan assets at beginning of year2010-12-31$2,848,979
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$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 loans2010-12-31$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

Form 5500 Responses for PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C.

2015: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN AND EMPLOYEES TRUST OF MILLER ORTHOPAEDIC AFFILIATES, P.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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