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ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT 401k Plan overview

Plan NameORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT
Plan identification number 501

ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES,PC has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES,PC
Employer identification number (EIN):421521508
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012010-01-01KEN BROCKMAN KEN BROCKMAN2011-10-10
5012009-01-01KEN BROCKMAN KEN BROCKMAN2010-10-11

Plan Statistics for ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT

401k plan membership statisitcs for ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT

Measure Date Value
2010: ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year2010-01-01142
Total number of active participants reported on line 7a of the Form 55002010-01-010
Total of all active and inactive participants2010-01-010
2009: ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-01-01180
Total number of active participants reported on line 7a of the Form 55002009-01-01142
Total of all active and inactive participants2009-01-01142

Financial Data on ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT

Measure Date Value
2010 : ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$937,674
Total of all expenses incurred2010-12-31$1,307,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,306,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$937,674
Value of total assets at end of year2010-12-31$0
Value of total assets at beginning of year2010-12-31$370,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,092
Total interest from all sources2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$1,092
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$295,182
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$370,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-370,169
Value of net assets at end of year (total assets less liabilities)2010-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$370,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$184,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$642,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,122,399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DOYLE & KEENAN, PC
Accountancy firm EIN2010-12-31421363116

Form 5500 Responses for ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT

2010: ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORTHOPAEDIC & RHEUMATOLOGY ASSOCIATES, PC MEDICAL & DENTAL PLANS TRUST AGREEMENT 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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