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THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 004

THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 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.

401k Sponsoring company profile

THE BONE & JOINT CENTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE BONE & JOINT CENTER, P.C.
Employer identification number (EIN):450321538
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01ANGELIA K. SVIHOVEC2023-10-03
0042021-01-01ANGELIA K. SVIHOVEC2022-10-17
0042020-01-01ANGELIA K. SVIHOVEC2021-10-14
0042019-01-01ANGELIA SVIHOVEC2020-10-14
0042018-01-01CHAD CARLSON2019-10-14
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042013-01-01
0042012-01-01RICHARD L NELSON2013-05-29
0042011-01-01RICHARD L NELSON2012-07-24
0042010-01-01RICHARD L NELSON2011-06-22

Plan Statistics for THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-01121
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01157
Number of participants with account balances2022-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01148
Total number of active participants reported on line 7a of the Form 55002021-01-01111
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01148
Number of participants with account balances2021-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01132
Total number of active participants reported on line 7a of the Form 55002020-01-01103
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01145
Number of participants with account balances2020-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01127
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-0194
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01131
Number of participants with account balances2018-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01114
Total number of active participants reported on line 7a of the Form 55002017-01-0189
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01122
Number of participants with account balances2017-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018

Financial Data on THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-521,637
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$302,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$252,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,694,739
Value of total assets at end of year2022-12-31$18,645,994
Value of total assets at beginning of year2022-12-31$19,470,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,449
Total interest from all sources2022-12-31$2,263
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$618,711
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$618,711
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$12,133
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$13,536
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$729,558
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,221,289
Administrative expenses (other) incurred2022-12-31$5,250
Total non interest bearing cash at end of year2022-12-31$1,875
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-824,492
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,645,994
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,470,486
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$45,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,617,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,437,200
Value of interest in common/collective trusts at end of year2022-12-31$351,922
Value of interest in common/collective trusts at beginning of year2022-12-31$354,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$45,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$60,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$60,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,842,530
Net investment gain or loss from common/collective trusts2022-12-31$5,180
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$743,892
Employer contributions (assets) at end of year2022-12-31$743,892
Employer contributions (assets) at beginning of year2022-12-31$640,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$252,406
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$873,398
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$964,083
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2022-12-31450310328
2021 : THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$67,105
Total unrealized appreciation/depreciation of assets2021-12-31$67,105
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$4,647,031
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,005,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,925,843
Value of total corrective distributions2021-12-31$18,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,706,613
Value of total assets at end of year2021-12-31$19,470,486
Value of total assets at beginning of year2021-12-31$17,828,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,111
Total interest from all sources2021-12-31$41
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,014,445
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$999,134
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$13,536
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$13,647
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$650,472
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$250
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$415,149
Administrative expenses (other) incurred2021-12-31$6,497
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$150,789
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$1,641,884
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,470,486
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,828,602
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$54,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,437,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,870,794
Value of interest in common/collective trusts at end of year2021-12-31$354,578
Value of interest in common/collective trusts at beginning of year2021-12-31$223,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$60,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$79,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$79,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,857,021
Net investment gain or loss from common/collective trusts2021-12-31$1,806
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$640,992
Employer contributions (assets) at end of year2021-12-31$640,992
Employer contributions (assets) at beginning of year2021-12-31$659,661
Income. Dividends from common stock2021-12-31$15,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,925,843
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$964,083
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$830,815
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2021-12-31450310328
2020 : THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$82,712
Total unrealized appreciation/depreciation of assets2020-12-31$82,712
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$4,360,428
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,010,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$920,394
Value of total corrective distributions2020-12-31$26,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,733,484
Value of total assets at end of year2020-12-31$17,828,602
Value of total assets at beginning of year2020-12-31$14,479,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,756
Total interest from all sources2020-12-31$2,060
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$563,597
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$552,312
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$13,647
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$13,324
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 period2020-12-31No
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$548,405
Participant contributions at end of year2020-12-31$250
Participant contributions at beginning of year2020-12-31$12,603
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$525,418
Administrative expenses (other) incurred2020-12-31$5,860
Total non interest bearing cash at end of year2020-12-31$150,789
Total non interest bearing cash at beginning of year2020-12-31$0
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$3,349,466
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,828,602
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,479,136
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$57,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,870,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,743,251
Income. Interest from corporate debt instruments2020-12-31$1,694
Value of interest in common/collective trusts at end of year2020-12-31$223,029
Value of interest in common/collective trusts at beginning of year2020-12-31$143,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$79,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$177,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$177,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,976,078
Net investment gain or loss from common/collective trusts2020-12-31$2,497
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$659,661
Employer contributions (assets) at end of year2020-12-31$659,661
Employer contributions (assets) at beginning of year2020-12-31$660,517
Income. Dividends from preferred stock2020-12-31$1,194
Income. Dividends from common stock2020-12-31$10,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$920,394
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$199,918
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$830,815
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$527,647
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2020-12-31450310328
2019 : THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$114,464
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$114,464
Total unrealized appreciation/depreciation of assets2019-12-31$114,464
Total unrealized appreciation/depreciation of assets2019-12-31$114,464
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$3,901,933
Total income from all sources (including contributions)2019-12-31$3,901,933
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$466,755
Total of all expenses incurred2019-12-31$466,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$409,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$409,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,207,867
Value of total assets at end of year2019-12-31$14,479,136
Value of total assets at end of year2019-12-31$14,479,136
Value of total assets at beginning of year2019-12-31$11,043,958
Value of total assets at beginning of year2019-12-31$11,043,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,485
Total interest from all sources2019-12-31$6,094
Total interest from all sources2019-12-31$6,094
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$505,910
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$505,910
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$494,088
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$494,088
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$13,324
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$13,324
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$11,978
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$11,978
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 period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$490,305
Contributions received from participants2019-12-31$490,305
Participant contributions at end of year2019-12-31$12,603
Participant contributions at end of year2019-12-31$12,603
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,260
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,260
Administrative expenses (other) incurred2019-12-31$9,991
Administrative expenses (other) incurred2019-12-31$9,991
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$3,435,178
Value of net income/loss2019-12-31$3,435,178
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,479,136
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,479,136
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,043,958
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,043,958
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$47,494
Investment advisory and management fees2019-12-31$47,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,743,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,567,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,567,514
Income. Interest from corporate debt instruments2019-12-31$3,544
Income. Interest from corporate debt instruments2019-12-31$3,544
Value of interest in common/collective trusts at end of year2019-12-31$143,913
Value of interest in common/collective trusts at end of year2019-12-31$143,913
Value of interest in common/collective trusts at beginning of year2019-12-31$222,907
Value of interest in common/collective trusts at beginning of year2019-12-31$222,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$177,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$177,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$84,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$84,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$84,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$84,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,064,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,064,364
Net investment gain or loss from common/collective trusts2019-12-31$3,234
Net investment gain or loss from common/collective trusts2019-12-31$3,234
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
Contributions received in cash from employer2019-12-31$658,302
Employer contributions (assets) at end of year2019-12-31$660,517
Employer contributions (assets) at end of year2019-12-31$660,517
Employer contributions (assets) at beginning of year2019-12-31$672,220
Employer contributions (assets) at beginning of year2019-12-31$672,220
Income. Dividends from preferred stock2019-12-31$663
Income. Dividends from common stock2019-12-31$11,159
Income. Dividends from common stock2019-12-31$11,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$409,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$409,270
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$199,918
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$199,918
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$527,647
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$527,647
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$485,161
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$485,161
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
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 name2019-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm name2019-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2019-12-31450310328
Accountancy firm EIN2019-12-31450310328
2018 : THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$287
Total income from all sources (including contributions)2018-12-31$568,919
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$856,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$792,095
Value of total corrective distributions2018-12-31$16,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,150,931
Value of total assets at end of year2018-12-31$11,043,958
Value of total assets at beginning of year2018-12-31$11,331,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,693
Total interest from all sources2018-12-31$869
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$619,075
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$619,075
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$11,978
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$13,086
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 period2018-12-31No
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$469,072
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$287
Administrative expenses (other) incurred2018-12-31$4,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-287,438
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,043,958
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,331,396
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$42,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,567,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,253,937
Value of interest in common/collective trusts at end of year2018-12-31$222,907
Value of interest in common/collective trusts at beginning of year2018-12-31$195,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$84,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$162,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$162,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,205,254
Net investment gain or loss from common/collective trusts2018-12-31$3,298
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$672,507
Employer contributions (assets) at end of year2018-12-31$672,220
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$792,095
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$485,161
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$707,505
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
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 name2018-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2018-12-31410738189
2017 : THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$287
Total plan liabilities at beginning of year2017-12-31$2
Total income from all sources2017-12-31$2,756,763
Expenses. Total of all expenses incurred2017-12-31$1,222,152
Benefits paid (including direct rollovers)2017-12-31$1,146,068
Total plan assets at end of year2017-12-31$11,331,683
Total plan assets at beginning of year2017-12-31$9,796,787
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$441,423
Contributions received from other sources (not participants or employers)2017-12-31$40,080
Other income received2017-12-31$1,610,711
Net income (gross income less expenses)2017-12-31$1,534,611
Net plan assets at end of year (total assets less liabilities)2017-12-31$11,331,396
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,796,785
Total contributions received or receivable from employer(s)2017-12-31$664,549
Value of corrective distributions2017-12-31$33,015
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$43,069
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN

2022: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN 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

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