?>
Logo

COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCOLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST
Plan identification number 001

COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 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
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLUMBIA ORTHOPAEDIC GROUP LLP has sponsored the creation of one or more 401k plans.

Company Name:COLUMBIA ORTHOPAEDIC GROUP LLP
Employer identification number (EIN):431427548
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANDREW LOVEWELL2023-10-16
0012021-01-01ANDREW LOVEWELL2022-10-17
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GENE AUSTIN
0012016-01-01GENE AUSTIN
0012015-01-01GENE AUSTIN
0012014-01-01GENE AUSTIN
0012013-01-01GENE AUSTIN
0012012-01-01GENE AUSTIN
0012011-01-01GENE AUSTIN
0012009-01-01GENE AUSTIN

Plan Statistics for COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01225
Total number of active participants reported on line 7a of the Form 55002022-01-01160
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01227
Number of participants with account balances2022-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01199
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01198
Number of participants with account balances2021-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01201
Total number of active participants reported on line 7a of the Form 55002020-01-01151
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01196
Number of participants with account balances2020-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01195
Total number of active participants reported on line 7a of the Form 55002019-01-01142
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01195
Number of participants with account balances2019-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01182
Total number of active participants reported on line 7a of the Form 55002018-01-01137
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01191
Number of participants with account balances2018-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01181
Total number of active participants reported on line 7a of the Form 55002017-01-01139
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01182
Number of participants with account balances2017-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01178
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01174
Number of participants with account balances2016-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01181
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01166
Number of participants with account balances2015-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01174
Total number of active participants reported on line 7a of the Form 55002014-01-01134
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01172
Number of participants with account balances2014-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-01144
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01163
Number of participants with account balances2013-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01135
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01156
Number of participants with account balances2012-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01153
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01155
Number of participants with account balances2011-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01153
Total number of active participants reported on line 7a of the Form 55002009-01-01131
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01145
Total participants2009-01-01145
Number of participants with account balances2009-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,266,200
Total unrealized appreciation/depreciation of assets2022-12-31$-1,266,200
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$0
Total income from all sources (including contributions)2022-12-31$-5,262,437
Total loss/gain on sale of assets2022-12-31$-1,004,379
Total of all expenses incurred2022-12-31$1,771,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,570,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,366,147
Value of total assets at end of year2022-12-31$38,196,808
Value of total assets at beginning of year2022-12-31$45,230,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$200,280
Total interest from all sources2022-12-31$51,209
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$880,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$558,554
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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$955,212
Participant contributions at end of year2022-12-31$196,913
Participant contributions at beginning of year2022-12-31$182,732
Participant contributions at end of year2022-12-31$13
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,637,731
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$798,247
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$213,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$16,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,650
Other income not declared elsewhere2022-12-31$21
Administrative expenses (other) incurred2022-12-31$55,671
Total non interest bearing cash at end of year2022-12-31$122,359
Total non interest bearing cash at beginning of year2022-12-31$19,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,033,649
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,196,808
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,230,457
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
Investment advisory and management fees2022-12-31$122,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,336,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,234,082
Interest on participant loans2022-12-31$9,248
Interest earned on other investments2022-12-31$2,034
Income. Interest from US Government securities2022-12-31$777
Income. Interest from corporate debt instruments2022-12-31$3,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,207,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,836,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,836,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$35,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,290,125
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,197,095
Employer contributions (assets) at end of year2022-12-31$1,197,074
Employer contributions (assets) at beginning of year2022-12-31$1,192,655
Income. Dividends from common stock2022-12-31$322,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,570,932
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$143,811
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$21,951
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$5,338,279
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$7,958,658
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
Aggregate proceeds on sale of assets2022-12-31$11,043,269
Aggregate carrying amount (costs) on sale of assets2022-12-31$12,047,648
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EVERS & COMPANY, CPAS, LLC
Accountancy firm EIN2022-12-31431121359
2021 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$992,554
Total unrealized appreciation/depreciation of assets2021-12-31$992,554
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$7,900,310
Total loss/gain on sale of assets2021-12-31$-166,909
Total of all expenses incurred2021-12-31$4,072,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,923,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,026,288
Value of total assets at end of year2021-12-31$45,230,457
Value of total assets at beginning of year2021-12-31$41,402,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$149,592
Total interest from all sources2021-12-31$13,238
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$659,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$577,736
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$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$831,240
Participant contributions at end of year2021-12-31$182,732
Participant contributions at beginning of year2021-12-31$204,348
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$798,247
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$612,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,895
Other income not declared elsewhere2021-12-31$26
Total non interest bearing cash at end of year2021-12-31$19,687
Total non interest bearing cash at beginning of year2021-12-31$23,908
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$3,827,515
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,230,457
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,402,942
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
Investment advisory and management fees2021-12-31$133,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,234,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,170,830
Interest on participant loans2021-12-31$8,893
Interest earned on other investments2021-12-31$2,466
Income. Interest from corporate debt instruments2021-12-31$349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,836,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,089,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,089,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,375,982
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,195,048
Employer contributions (assets) at end of year2021-12-31$1,192,655
Employer contributions (assets) at beginning of year2021-12-31$1,255,996
Income. Dividends from common stock2021-12-31$81,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,923,203
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$65,254
Contract administrator fees2021-12-31$16,332
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$7,958,658
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$6,972,901
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
Aggregate proceeds on sale of assets2021-12-31$38,435,298
Aggregate carrying amount (costs) on sale of assets2021-12-31$38,602,207
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EVERS & COMPANY, CPAS, LLC
Accountancy firm EIN2021-12-31431121359
2020 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,096,873
Total unrealized appreciation/depreciation of assets2020-12-31$1,096,873
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$6,947,991
Total loss/gain on sale of assets2020-12-31$-239,707
Total of all expenses incurred2020-12-31$941,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$824,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,986,808
Value of total assets at end of year2020-12-31$41,402,942
Value of total assets at beginning of year2020-12-31$35,396,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$117,693
Total interest from all sources2020-12-31$21,199
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$546,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$429,563
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$730,812
Participant contributions at end of year2020-12-31$204,348
Participant contributions at beginning of year2020-12-31$156,309
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$612,126
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$285,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,475
Other income not declared elsewhere2020-12-31$4,679
Total non interest bearing cash at end of year2020-12-31$23,908
Total non interest bearing cash at beginning of year2020-12-31$19,006
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$6,006,067
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,402,942
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,396,875
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
Investment advisory and management fees2020-12-31$68,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,170,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,780,251
Interest on participant loans2020-12-31$8,339
Interest earned on other investments2020-12-31$4,134
Income. Interest from corporate debt instruments2020-12-31$1,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,089,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,575,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,575,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,531,816
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$1,255,996
Employer contributions (assets) at end of year2020-12-31$1,255,996
Employer contributions (assets) at beginning of year2020-12-31$1,160,838
Income. Dividends from common stock2020-12-31$116,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$824,231
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$65,254
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$60,262
Contract administrator fees2020-12-31$49,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$6,972,901
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$7,350,181
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
Aggregate proceeds on sale of assets2020-12-31$28,203,698
Aggregate carrying amount (costs) on sale of assets2020-12-31$28,443,405
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EVERS & COMPANY, CPAS, LLC
Accountancy firm EIN2020-12-31431121359
2019 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,560,256
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,560,256
Total unrealized appreciation/depreciation of assets2019-12-31$1,560,256
Total unrealized appreciation/depreciation of assets2019-12-31$1,560,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$8,001,646
Total income from all sources (including contributions)2019-12-31$8,001,646
Total loss/gain on sale of assets2019-12-31$150,177
Total loss/gain on sale of assets2019-12-31$150,177
Total of all expenses incurred2019-12-31$1,713,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,619,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,619,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,833,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,833,020
Value of total assets at end of year2019-12-31$35,396,875
Value of total assets at end of year2019-12-31$35,396,875
Value of total assets at beginning of year2019-12-31$29,108,427
Value of total assets at beginning of year2019-12-31$29,108,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,450
Total interest from all sources2019-12-31$44,970
Total interest from all sources2019-12-31$44,970
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$632,270
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$632,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$479,826
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$479,826
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$666,159
Contributions received from participants2019-12-31$666,159
Participant contributions at end of year2019-12-31$156,309
Participant contributions at end of year2019-12-31$156,309
Participant contributions at beginning of year2019-12-31$174,688
Participant contributions at beginning of year2019-12-31$174,688
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$18,500
Participant contributions at beginning of year2019-12-31$18,500
Assets. Other investments not covered elsewhere at end of year2019-12-31$285,437
Assets. Other investments not covered elsewhere at end of year2019-12-31$285,437
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,191,926
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,191,926
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,563
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$464,778
Assets. Loans (other than to participants) at beginning of year2019-12-31$464,778
Other income not declared elsewhere2019-12-31$9,952
Other income not declared elsewhere2019-12-31$9,952
Administrative expenses (other) incurred2019-12-31$361
Administrative expenses (other) incurred2019-12-31$361
Total non interest bearing cash at end of year2019-12-31$19,006
Total non interest bearing cash at end of year2019-12-31$19,006
Total non interest bearing cash at beginning of year2019-12-31$9,114
Total non interest bearing cash at beginning of year2019-12-31$9,114
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
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$6,288,448
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,396,875
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,396,875
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,108,427
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,108,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$77,162
Investment advisory and management fees2019-12-31$77,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,780,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,780,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,802,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,802,760
Interest on participant loans2019-12-31$9,343
Interest on participant loans2019-12-31$9,343
Income. Interest from loans (other than to participants)2019-12-31$90
Income. Interest from loans (other than to participants)2019-12-31$90
Interest earned on other investments2019-12-31$2,996
Interest earned on other investments2019-12-31$2,996
Income. Interest from corporate debt instruments2019-12-31$4,055
Income. Interest from corporate debt instruments2019-12-31$4,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,575,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,575,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,311,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,311,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,311,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,311,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,771,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,771,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,166,861
Contributions received in cash from employer2019-12-31$1,166,861
Employer contributions (assets) at end of year2019-12-31$1,160,838
Employer contributions (assets) at end of year2019-12-31$1,160,838
Employer contributions (assets) at beginning of year2019-12-31$958,268
Employer contributions (assets) at beginning of year2019-12-31$958,268
Income. Dividends from common stock2019-12-31$152,444
Income. Dividends from common stock2019-12-31$152,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,619,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,619,748
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$60,262
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$60,262
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$117,307
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$117,307
Contract administrator fees2019-12-31$15,927
Contract administrator fees2019-12-31$15,927
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,350,181
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,350,181
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,049,387
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,049,387
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,955,037
Aggregate proceeds on sale of assets2019-12-31$4,955,037
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,804,860
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,804,860
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EVERS & COMPANY, CPAS, LLC
Accountancy firm name2019-12-31EVERS & COMPANY, CPAS, LLC
Accountancy firm EIN2019-12-31431121359
Accountancy firm EIN2019-12-31431121359
2018 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-605,195
Total unrealized appreciation/depreciation of assets2018-12-31$-605,195
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$45,942
Total loss/gain on sale of assets2018-12-31$-139,318
Total of all expenses incurred2018-12-31$8,103,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,008,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,616,045
Value of total assets at end of year2018-12-31$29,108,427
Value of total assets at beginning of year2018-12-31$37,165,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$94,505
Total interest from all sources2018-12-31$68,534
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$650,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$473,203
Administrative expenses professional fees incurred2018-12-31$7,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$639,899
Participant contributions at end of year2018-12-31$174,688
Participant contributions at beginning of year2018-12-31$128,911
Participant contributions at end of year2018-12-31$18,500
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,191,926
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,723,423
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$9,772
Assets. Loans (other than to participants) at end of year2018-12-31$464,778
Assets. Loans (other than to participants) at beginning of year2018-12-31$447,863
Other income not declared elsewhere2018-12-31$986
Administrative expenses (other) incurred2018-12-31$6,039
Total non interest bearing cash at end of year2018-12-31$9,114
Total non interest bearing cash at beginning of year2018-12-31$7,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,057,238
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,108,427
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,165,665
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
Investment advisory and management fees2018-12-31$68,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,802,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,422,820
Interest on participant loans2018-12-31$8,060
Income. Interest from loans (other than to participants)2018-12-31$31,555
Interest earned on other investments2018-12-31$2,996
Income. Interest from corporate debt instruments2018-12-31$2,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,311,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,973,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,973,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$23,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,545,444
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$958,268
Employer contributions (assets) at end of year2018-12-31$958,268
Employer contributions (assets) at beginning of year2018-12-31$1,123,238
Income. Dividends from common stock2018-12-31$177,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,008,675
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$117,307
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$80,028
Contract administrator fees2018-12-31$13,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$5,049,387
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$9,248,004
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
Aggregate proceeds on sale of assets2018-12-31$8,723,455
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,862,773
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31EVERS & COMPANY, CPAS, LLC
Accountancy firm EIN2018-12-31431121359
2017 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,627,252
Total unrealized appreciation/depreciation of assets2017-12-31$1,627,252
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$7,009,270
Total loss/gain on sale of assets2017-12-31$104,685
Total of all expenses incurred2017-12-31$2,799,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,723,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,864,049
Value of total assets at end of year2017-12-31$37,165,665
Value of total assets at beginning of year2017-12-31$32,955,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$76,045
Total interest from all sources2017-12-31$61,006
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$643,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$464,323
Administrative expenses professional fees incurred2017-12-31$19,064
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$4,760
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$607,281
Participant contributions at end of year2017-12-31$128,911
Participant contributions at beginning of year2017-12-31$170,476
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$8,102
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,723,423
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,396,747
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$108,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$9,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,525
Assets. Loans (other than to participants) at end of year2017-12-31$447,863
Assets. Loans (other than to participants) at beginning of year2017-12-31$418,097
Other income not declared elsewhere2017-12-31$2,755
Administrative expenses (other) incurred2017-12-31$3,526
Total non interest bearing cash at end of year2017-12-31$7,786
Total non interest bearing cash at beginning of year2017-12-31$3,607
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$4,209,885
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,165,665
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,955,780
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$53,455
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,422,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,105,159
Interest on participant loans2017-12-31$6,857
Income. Interest from loans (other than to participants)2017-12-31$34,316
Interest earned on other investments2017-12-31$3,127
Income. Interest from corporate debt instruments2017-12-31$1,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,973,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,796,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,796,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,023
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,705,809
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,147,938
Employer contributions (assets) at end of year2017-12-31$1,123,238
Employer contributions (assets) at beginning of year2017-12-31$1,170,750
Income. Dividends from common stock2017-12-31$179,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,723,340
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$80,028
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$24,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$9,248,004
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$7,849,472
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
Aggregate proceeds on sale of assets2017-12-31$2,288,405
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,183,720
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31EVERS & COMPANY, CPAS, LLC
Accountancy firm EIN2017-12-31431121359
2016 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$779,090
Total unrealized appreciation/depreciation of assets2016-12-31$779,090
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$3,960,093
Total loss/gain on sale of assets2016-12-31$26,772
Total of all expenses incurred2016-12-31$775,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$713,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,784,522
Value of total assets at end of year2016-12-31$32,955,780
Value of total assets at beginning of year2016-12-31$29,771,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,269
Total interest from all sources2016-12-31$44,028
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$507,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$346,389
Administrative expenses professional fees incurred2016-12-31$9,208
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$4,760
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$4,992
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$605,356
Participant contributions at end of year2016-12-31$170,476
Participant contributions at beginning of year2016-12-31$194,878
Participant contributions at end of year2016-12-31$8,102
Participant contributions at beginning of year2016-12-31$5,497
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,396,747
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,098,132
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,096
Assets. Loans (other than to participants) at end of year2016-12-31$418,097
Assets. Loans (other than to participants) at beginning of year2016-12-31$391,711
Other income not declared elsewhere2016-12-31$955
Administrative expenses (other) incurred2016-12-31$4,225
Total non interest bearing cash at end of year2016-12-31$3,607
Total non interest bearing cash at beginning of year2016-12-31$11,131
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$3,184,410
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,955,780
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,771,370
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$1,556
Investment advisory and management fees2016-12-31$48,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,105,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,446,113
Interest on participant loans2016-12-31$7,414
Income. Interest from loans (other than to participants)2016-12-31$26,386
Interest earned on other investments2016-12-31$5,136
Income. Interest from corporate debt instruments2016-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,796,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,490,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,490,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,088
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$817,164
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,170,950
Employer contributions (assets) at end of year2016-12-31$1,170,750
Employer contributions (assets) at beginning of year2016-12-31$962,497
Income. Dividends from common stock2016-12-31$161,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$713,414
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$24,929
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$7,849,472
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$7,158,307
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
Aggregate proceeds on sale of assets2016-12-31$6,041,477
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,014,705
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MILLER, BALES & CUNNINGHAM, P.C.
Accountancy firm EIN2016-12-31263837289
2015 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-436,874
Total unrealized appreciation/depreciation of assets2015-12-31$-436,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,274,403
Total loss/gain on sale of assets2015-12-31$-24,952
Total of all expenses incurred2015-12-31$2,127,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,058,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,617,426
Value of total assets at end of year2015-12-31$29,771,370
Value of total assets at beginning of year2015-12-31$30,624,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$68,336
Total interest from all sources2015-12-31$154,832
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$498,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$373,663
Administrative expenses professional fees incurred2015-12-31$14,790
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$4,992
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$4,708
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$636,093
Participant contributions at end of year2015-12-31$194,878
Participant contributions at beginning of year2015-12-31$204,758
Participant contributions at end of year2015-12-31$5,497
Participant contributions at beginning of year2015-12-31$3,625
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,098,132
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$706,026
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,495
Assets. Loans (other than to participants) at end of year2015-12-31$391,711
Assets. Loans (other than to participants) at beginning of year2015-12-31$566,990
Other income not declared elsewhere2015-12-31$27,626
Administrative expenses (other) incurred2015-12-31$450
Total non interest bearing cash at end of year2015-12-31$11,131
Total non interest bearing cash at beginning of year2015-12-31$1,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-852,801
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,771,370
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,624,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$1,556
Assets. partnership/joint venture interests at beginning of year2015-12-31$7,378
Investment advisory and management fees2015-12-31$53,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,446,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,534,350
Interest on participant loans2015-12-31$8,077
Income. Interest from loans (other than to participants)2015-12-31$23,694
Interest earned on other investments2015-12-31$4,866
Income. Interest from corporate debt instruments2015-12-31$117,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,490,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,232,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,232,537
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$394
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-562,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$962,697
Employer contributions (assets) at end of year2015-12-31$962,497
Employer contributions (assets) at beginning of year2015-12-31$1,133,056
Income. Dividends from common stock2015-12-31$125,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,058,868
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$121,988
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$7,158,307
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$7,097,183
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$4,506,168
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,531,120
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MILLER, BALES & CUNNINGHAM, P.C.
Accountancy firm EIN2015-12-31263837289
2014 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$96,898
Total unrealized appreciation/depreciation of assets2014-12-31$96,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$45,174
Total income from all sources (including contributions)2014-12-31$3,138,423
Total loss/gain on sale of assets2014-12-31$-25,475
Total of all expenses incurred2014-12-31$1,628,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,571,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,772,760
Value of total assets at end of year2014-12-31$30,624,171
Value of total assets at beginning of year2014-12-31$29,159,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,678
Total interest from all sources2014-12-31$68,870
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$515,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$372,746
Administrative expenses professional fees incurred2014-12-31$12,680
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$4,708
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$3,906
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$623,108
Participant contributions at end of year2014-12-31$204,758
Participant contributions at beginning of year2014-12-31$173,722
Participant contributions at end of year2014-12-31$3,625
Participant contributions at beginning of year2014-12-31$23,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$706,026
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$998,949
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$147
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,092
Assets. Loans (other than to participants) at end of year2014-12-31$566,990
Assets. Loans (other than to participants) at beginning of year2014-12-31$538,464
Other income not declared elsewhere2014-12-31$13,031
Administrative expenses (other) incurred2014-12-31$184
Total non interest bearing cash at end of year2014-12-31$1,077
Total non interest bearing cash at beginning of year2014-12-31$5,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,510,324
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,624,171
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,113,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$7,378
Assets. partnership/joint venture interests at beginning of year2014-12-31$171,738
Investment advisory and management fees2014-12-31$43,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,534,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,718,066
Interest on participant loans2014-12-31$7,000
Income. Interest from loans (other than to participants)2014-12-31$29,552
Interest earned on other investments2014-12-31$25,707
Income. Interest from US Government securities2014-12-31$1,127
Income. Interest from corporate debt instruments2014-12-31$5,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,232,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,159,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,159,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$190
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$82,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$696,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,149,505
Employer contributions (assets) at end of year2014-12-31$1,133,056
Employer contributions (assets) at beginning of year2014-12-31$1,076,448
Income. Dividends from common stock2014-12-31$143,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,571,421
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$121,988
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$149,915
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$7,097,183
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$7,044,642
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$5,009,432
Aggregate carrying amount (costs) on sale of assets2014-12-31$5,034,907
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$45,174
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MILLER, BALES & CUNNINGHAM, P.C.
Accountancy firm EIN2014-12-31263837289
2013 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$1,013,634
Total unrealized appreciation/depreciation of assets2013-12-31$1,013,634
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$45,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,336,274
Total loss/gain on sale of assets2013-12-31$137,617
Total of all expenses incurred2013-12-31$10,613,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,540,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,700,650
Value of total assets at end of year2013-12-31$29,159,021
Value of total assets at beginning of year2013-12-31$32,390,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$72,256
Total interest from all sources2013-12-31$97,750
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$210,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$12,127
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$3,906
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$41,979
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$593,522
Participant contributions at end of year2013-12-31$173,722
Participant contributions at beginning of year2013-12-31$171,671
Participant contributions at end of year2013-12-31$23,000
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$998,949
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$816,263
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$21,955
Assets. Loans (other than to participants) at end of year2013-12-31$538,464
Assets. Loans (other than to participants) at beginning of year2013-12-31$672,164
Other income not declared elsewhere2013-12-31$19,252
Administrative expenses (other) incurred2013-12-31$1,873
Total non interest bearing cash at end of year2013-12-31$5,898
Total non interest bearing cash at beginning of year2013-12-31$13,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-3,276,730
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,113,847
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,390,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$171,738
Assets. partnership/joint venture interests at beginning of year2013-12-31$28,346
Investment advisory and management fees2013-12-31$58,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,718,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,174,036
Interest on participant loans2013-12-31$7,396
Income. Interest from loans (other than to participants)2013-12-31$32,465
Interest earned on other investments2013-12-31$34,447
Income. Interest from US Government securities2013-12-31$4,206
Income. Interest from corporate debt instruments2013-12-31$19,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,159,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,223,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,223,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$147
Asset value of US Government securities at end of year2013-12-31$82,821
Asset value of US Government securities at beginning of year2013-12-31$136,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,156,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,076,614
Employer contributions (assets) at end of year2013-12-31$1,076,448
Employer contributions (assets) at beginning of year2013-12-31$1,010,245
Income. Dividends from preferred stock2013-12-31$2,344
Income. Dividends from common stock2013-12-31$208,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,540,748
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$149,915
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$885,830
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$7,044,642
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$9,193,687
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,967,755
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,830,138
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$45,174
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MILLER, BALES & CUNNINGHAM, P.C.
Accountancy firm EIN2013-12-31263837289
2012 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$789,629
Total unrealized appreciation/depreciation of assets2012-12-31$789,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,874,657
Total loss/gain on sale of assets2012-12-31$92,136
Total of all expenses incurred2012-12-31$4,795,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,719,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,619,008
Value of total assets at end of year2012-12-31$32,390,577
Value of total assets at beginning of year2012-12-31$32,311,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$76,443
Total interest from all sources2012-12-31$130,290
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$229,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$11,944
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$41,979
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$46,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$607,663
Participant contributions at end of year2012-12-31$171,671
Participant contributions at beginning of year2012-12-31$177,856
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$56,430
Assets. Other investments not covered elsewhere at end of year2012-12-31$816,263
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$905,104
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$21,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$29,362
Assets. Loans (other than to participants) at end of year2012-12-31$672,164
Assets. Loans (other than to participants) at beginning of year2012-12-31$698,785
Other income not declared elsewhere2012-12-31$14,610
Administrative expenses (other) incurred2012-12-31$7,787
Total non interest bearing cash at end of year2012-12-31$13,873
Total non interest bearing cash at beginning of year2012-12-31$56,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$78,787
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,390,577
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,311,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$28,346
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$56,712
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,174,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,239,214
Interest on participant loans2012-12-31$7,289
Income. Interest from loans (other than to participants)2012-12-31$18,779
Interest earned on other investments2012-12-31$23,731
Income. Interest from US Government securities2012-12-31$23,051
Income. Interest from corporate debt instruments2012-12-31$56,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,223,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,004,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,004,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$95,945
Asset value of US Government securities at end of year2012-12-31$136,666
Asset value of US Government securities at beginning of year2012-12-31$695,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,999,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,011,345
Employer contributions (assets) at end of year2012-12-31$1,010,245
Employer contributions (assets) at beginning of year2012-12-31$1,057,329
Income. Dividends from preferred stock2012-12-31$2,394
Income. Dividends from common stock2012-12-31$226,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,719,427
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$885,830
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,381,808
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$9,193,687
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$8,867,437
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$4,225,577
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,133,441
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER, BALES & CUNNINGHAM, P.C.
Accountancy firm EIN2012-12-31263837289
2011 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-73,781
Total unrealized appreciation/depreciation of assets2011-12-31$-73,781
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,657,189
Total loss/gain on sale of assets2011-12-31$-43,167
Total of all expenses incurred2011-12-31$1,725,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,657,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,643,991
Value of total assets at end of year2011-12-31$32,311,790
Value of total assets at beginning of year2011-12-31$32,379,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,463
Total interest from all sources2011-12-31$158,239
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$197,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$10,692
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$46,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$26,656
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$227,269
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$605,300
Participant contributions at end of year2011-12-31$177,856
Participant contributions at beginning of year2011-12-31$132,679
Participant contributions at end of year2011-12-31$56,430
Participant contributions at beginning of year2011-12-31$92,113
Assets. Other investments not covered elsewhere at end of year2011-12-31$905,104
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,030,561
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,835
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$29,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$34,871
Assets. Loans (other than to participants) at end of year2011-12-31$698,785
Assets. Loans (other than to participants) at beginning of year2011-12-31$340,863
Other income not declared elsewhere2011-12-31$2,789
Administrative expenses (other) incurred2011-12-31$3,510
Total non interest bearing cash at end of year2011-12-31$56,157
Total non interest bearing cash at beginning of year2011-12-31$7,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-67,965
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,311,790
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,379,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$35,724
Investment advisory and management fees2011-12-31$53,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,239,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,680,469
Interest on participant loans2011-12-31$7,574
Income. Interest from loans (other than to participants)2011-12-31$11,651
Interest earned on other investments2011-12-31$35,929
Income. Interest from US Government securities2011-12-31$31,189
Income. Interest from corporate debt instruments2011-12-31$67,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,004,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,705,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,705,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$95,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$89,669
Asset value of US Government securities at end of year2011-12-31$695,743
Asset value of US Government securities at beginning of year2011-12-31$850,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-228,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,025,856
Employer contributions (assets) at end of year2011-12-31$1,057,329
Employer contributions (assets) at beginning of year2011-12-31$1,142,761
Income. Dividends from preferred stock2011-12-31$2,591
Income. Dividends from common stock2011-12-31$195,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,657,691
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,381,808
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,947,102
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$8,867,437
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$9,262,827
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$8,376,645
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,419,812
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER, BALES & CUNNINGHAM, P.C.
Accountancy firm EIN2011-12-31263837289
2010 : COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,203,745
Total unrealized appreciation/depreciation of assets2010-12-31$1,203,745
Total income from all sources (including contributions)2010-12-31$5,264,318
Total loss/gain on sale of assets2010-12-31$73,375
Total of all expenses incurred2010-12-31$1,889,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,814,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,718,908
Value of total assets at end of year2010-12-31$32,379,755
Value of total assets at beginning of year2010-12-31$29,004,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$75,208
Total interest from all sources2010-12-31$198,536
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$188,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$769,500
Administrative expenses professional fees incurred2010-12-31$13,176
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$26,656
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$238,884
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$1,032,688
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$563,270
Participant contributions at end of year2010-12-31$132,679
Participant contributions at beginning of year2010-12-31$123,683
Participant contributions at end of year2010-12-31$92,113
Participant contributions at beginning of year2010-12-31$80,015
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,030,561
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$934,267
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$12,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$34,871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$38,302
Assets. Loans (other than to participants) at end of year2010-12-31$340,863
Assets. Loans (other than to participants) at beginning of year2010-12-31$574,510
Other income not declared elsewhere2010-12-31$12,403
Administrative expenses (other) incurred2010-12-31$12,054
Total non interest bearing cash at end of year2010-12-31$7,658
Total non interest bearing cash at beginning of year2010-12-31$24,613
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$3,374,916
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,379,755
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,004,839
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
Assets. partnership/joint venture interests at end of year2010-12-31$35,724
Assets. partnership/joint venture interests at beginning of year2010-12-31$12,910
Investment advisory and management fees2010-12-31$49,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,680,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,188,767
Interest on participant loans2010-12-31$7,712
Income. Interest from loans (other than to participants)2010-12-31$30,226
Interest earned on other investments2010-12-31$31,828
Income. Interest from US Government securities2010-12-31$17,758
Income. Interest from corporate debt instruments2010-12-31$106,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,705,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,994,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,994,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$89,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$83,802
Asset value of US Government securities at end of year2010-12-31$850,712
Asset value of US Government securities at beginning of year2010-12-31$23,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,868,833
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,142,761
Employer contributions (assets) at end of year2010-12-31$1,142,761
Employer contributions (assets) at beginning of year2010-12-31$1,162,946
Income. Dividends from preferred stock2010-12-31$10,065
Income. Dividends from common stock2010-12-31$178,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,814,194
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,947,102
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,150,214
Contract administrator fees2010-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$9,262,827
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$7,604,352
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$8,602,852
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,529,477
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER, BALES & CUNNINGHAM, P.C.
Accountancy firm EIN2010-12-31263837289

Form 5500 Responses for COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST

2022: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 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: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 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
2015: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number128022
Policy instance 1
Insurance contract or identification number128022
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $562
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees562
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number128022
Policy instance 1
Insurance contract or identification number128022
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number128022
Policy instance 1
Insurance contract or identification number128022
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number128022
Policy instance 1
Insurance contract or identification number128022
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number128022
Policy instance 1
Insurance contract or identification number128022
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC005311-SI
Policy instance 1
Insurance contract or identification numberC005311-SI
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC005311-SI
Policy instance 1
Insurance contract or identification numberC005311-SI
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberC005311-SI
Policy instance 1
Insurance contract or identification numberC005311-SI
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3