401k Plan data: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN plan

ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	001

ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

ORTHOPEDIC SURGEONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC SURGEONS, INC.

Employer identification number (EIN): 430952014

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC SURGEONS, INC. 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 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MICHAEL CLEMENTE BRENDA S. ULERY 2015-07-15
001 2013-01-01 MICHAEL CLEMENTE DO BRENDA S. ULERY 2014-06-21
001 2012-01-01 MIKE CLEMENTE
001 2011-01-01 MICHAEL CLEMENTE
001 2009-01-01 MICHAEL CLEMENTE

Plan Statistics for ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2014: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 34
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 26
Total of all active and inactive participants 2014-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 60
Number of participants with account balances 2014-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
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 26
Total of all active and inactive participants 2013-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 56
Number of participants with account balances 2013-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 30
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 25
Total of all active and inactive participants 2012-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 55
Number of participants with account balances 2012-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
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 17
Total of all active and inactive participants 2011-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 51
Number of participants with account balances 2011-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
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 13
Total of all active and inactive participants 2009-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 42
Number of participants with account balances 2009-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2014: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	34
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	26
Total of all active and inactive participants	2014-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	60
Number of participants with account balances	2014-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
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	26
Total of all active and inactive participants	2013-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	56
Number of participants with account balances	2013-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	30
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	25
Total of all active and inactive participants	2012-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	55
Number of participants with account balances	2012-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
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	17
Total of all active and inactive participants	2011-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	51
Number of participants with account balances	2011-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
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	13
Total of all active and inactive participants	2009-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	42
Number of participants with account balances	2009-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2014 : ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$932,537
Expenses. Total of all expenses incurred	2014-12-31	$251,887
Benefits paid (including direct rollovers)	2014-12-31	$251,887
Total plan assets at end of year	2014-12-31	$6,857,770
Total plan assets at beginning of year	2014-12-31	$6,177,120
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$173,112
Other income received	2014-12-31	$451,439
Net income (gross income less expenses)	2014-12-31	$680,650
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,857,770
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,177,120
Total contributions received or receivable from employer(s)	2014-12-31	$307,986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,772,095
Expenses. Total of all expenses incurred	2013-12-31	$2,318,141
Benefits paid (including direct rollovers)	2013-12-31	$2,318,141
Total plan assets at end of year	2013-12-31	$6,177,120
Total plan assets at beginning of year	2013-12-31	$6,723,166
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$143,019
Other income received	2013-12-31	$1,335,055
Net income (gross income less expenses)	2013-12-31	$-546,046
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,177,120
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,723,166
Total contributions received or receivable from employer(s)	2013-12-31	$294,021
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,348,907
Expenses. Total of all expenses incurred	2012-12-31	$135,456
Benefits paid (including direct rollovers)	2012-12-31	$135,456
Total plan assets at end of year	2012-12-31	$6,723,166
Total plan assets at beginning of year	2012-12-31	$5,509,715
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$142,306
Other income received	2012-12-31	$922,514
Net income (gross income less expenses)	2012-12-31	$1,213,451
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,723,166
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,509,715
Total contributions received or receivable from employer(s)	2012-12-31	$284,087
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$175,824
Expenses. Total of all expenses incurred	2011-12-31	$800,462
Benefits paid (including direct rollovers)	2011-12-31	$800,462
Total plan assets at end of year	2011-12-31	$5,509,715
Total plan assets at beginning of year	2011-12-31	$6,134,353
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$158,138
Other income received	2011-12-31	$-258,420
Net income (gross income less expenses)	2011-12-31	$-624,638
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,509,715
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,134,353
Total contributions received or receivable from employer(s)	2011-12-31	$276,106
2010 : ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,082,256
Expenses. Total of all expenses incurred	2010-12-31	$39,751
Benefits paid (including direct rollovers)	2010-12-31	$39,751
Total plan assets at end of year	2010-12-31	$6,134,353
Total plan assets at beginning of year	2010-12-31	$5,091,848
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$119,380
Other income received	2010-12-31	$648,756
Net income (gross income less expenses)	2010-12-31	$1,042,505
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,134,353
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,091,848
Total contributions received or receivable from employer(s)	2010-12-31	$314,120

Form 5500 Responses for ORTHOPEDIC SURGEONS, INC. PROFIT SHARING 401(K) PLAN

2014: ORTHOPEDIC SURGEONS, INC. 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	No
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: ORTHOPEDIC SURGEONS, INC. 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	No
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: ORTHOPEDIC SURGEONS, INC. 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: ORTHOPEDIC SURGEONS, INC. 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: ORTHOPEDIC SURGEONS, INC. 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	No
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

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Company Name:	ORTHOPEDIC SURGEONS, INC.
Employer identification number (EIN):	430952014
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
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
001	2015-01-01
001	2014-01-01	MICHAEL CLEMENTE	BRENDA S. ULERY	2015-07-15
001	2013-01-01	MICHAEL CLEMENTE DO	BRENDA S. ULERY	2014-06-21
001	2012-01-01	MIKE CLEMENTE
001	2011-01-01	MICHAEL CLEMENTE
001	2009-01-01	MICHAEL CLEMENTE