TULSA BONE & JOINT ASSOCIATES, P.C. EMPLOYEES' TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TULSA BONE AND JOINT ASSOCIATES, PC HIGH DEDUCTIBLE HEALTH PLAN
401k plan membership statisitcs for TULSA BONE AND JOINT ASSOCIATES, PC HIGH DEDUCTIBLE HEALTH PLAN
| Measure | Date | Value |
|---|
| 2014 : TULSA BONE AND JOINT ASSOCIATES, PC HIGH DEDUCTIBLE HEALTH PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-05-31 | $90 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $59,248 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $59,098 |
| Total plan assets at end of year | 2014-05-31 | $0 |
| Total plan assets at beginning of year | 2014-05-31 | $59,158 |
| Other income received | 2014-05-31 | $90 |
| Net income (gross income less expenses) | 2014-05-31 | $-59,158 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $59,158 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $150 |
| 2013 : TULSA BONE AND JOINT ASSOCIATES, PC HIGH DEDUCTIBLE HEALTH PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $192,291 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $205,376 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $204,655 |
| Total plan assets at end of year | 2013-12-31 | $59,158 |
| Total plan assets at beginning of year | 2013-12-31 | $72,243 |
| Other income received | 2013-12-31 | $677 |
| Net income (gross income less expenses) | 2013-12-31 | $-13,085 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $59,158 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $72,243 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $191,614 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $721 |
| 2012 : TULSA BONE AND JOINT ASSOCIATES, PC HIGH DEDUCTIBLE HEALTH PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,472 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,472 |
| Total income from all sources (including contributions) | 2012-12-31 | $913,782 |
| Total loss/gain on sale of assets | 2012-12-31 | $4 |
| Total of all expenses incurred | 2012-12-31 | $628,779 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $626,602 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $910,342 |
| Value of total assets at end of year | 2012-12-31 | $285,003 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,177 |
| Total interest from all sources | 2012-12-31 | $1,964 |
| Total income from all sources | 2012-12-31 | $188,097 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $159,384 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $158,832 |
| Total plan assets at end of year | 2012-12-31 | $72,243 |
| Total plan assets at beginning of year | 2012-12-31 | $43,530 |
| Other income received | 2012-12-31 | $872 |
| Net income (gross income less expenses) | 2012-12-31 | $28,713 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $72,243 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $43,530 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $187,225 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $552 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $285,003 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $285,003 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $2,177 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $1,963 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $22,774 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $910,342 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $626,602 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $262,229 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $4 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | NA |
| Accountancy firm EIN | 2012-12-31 | 999999999 |
| 2011 : TULSA BONE AND JOINT ASSOCIATES, PC HIGH DEDUCTIBLE HEALTH PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $43,530 |
| Total plan assets at end of year | 2011-12-31 | $43,530 |
| Net income (gross income less expenses) | 2011-12-31 | $43,530 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $43,530 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $43,530 |
