401k Plan data: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN plan

TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 401k Plan overview

Plan Name	TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN
Plan identification number	502

TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

TULSA BONE & JOINT ASSOCIATES, P.C. EMPLOYEES' TRUST has sponsored the creation of one or more 401k plans.

Company Name: TULSA BONE & JOINT ASSOCIATES, P.C. EMPLOYEES' TRUST

Employer identification number (EIN): 456662422

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2014-01-01
502 2013-01-01
502 2012-01-01 LINDA GUNTER
502 2011-12-29 LINDA GUNTER

Plan Statistics for TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN

401k plan membership statisitcs for TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN

Measure Date Value
2014: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
2013: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 86
Number of retired or separated participants receiving benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 88
2012: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 96
Number of retired or separated participants receiving benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 98
2011: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-29 92
Total number of active participants reported on line 7a of the Form 5500 2011-12-29 103
Number of retired or separated participants receiving benefits 2011-12-29 1
Total of all active and inactive participants 2011-12-29 104

Measure	Date	Value
2014: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
2013: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	86
Number of retired or separated participants receiving benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	88
2012: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	96
Number of retired or separated participants receiving benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	98
2011: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-29	92
Total number of active participants reported on line 7a of the Form 5500	2011-12-29	103
Number of retired or separated participants receiving benefits	2011-12-29	1
Total of all active and inactive participants	2011-12-29	104

Financial Data on TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN

Measure	Date	Value
2014 : TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2014 401k financial data
Total income from all sources	2014-05-31	$265
Expenses. Total of all expenses incurred	2014-05-31	$174,489
Benefits paid (including direct rollovers)	2014-05-31	$174,047
Total plan assets at beginning of year	2014-05-31	$174,224
Other income received	2014-05-31	$265
Net income (gross income less expenses)	2014-05-31	$-174,224
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$174,224
Expenses. Administrative service providers (salaries,fees and commissions)	2014-05-31	$442
2013 : TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$566,308
Expenses. Total of all expenses incurred	2013-12-31	$604,844
Benefits paid (including direct rollovers)	2013-12-31	$602,721
Total plan assets at end of year	2013-12-31	$174,224
Total plan assets at beginning of year	2013-12-31	$212,760
Other income received	2013-12-31	$1,992
Net income (gross income less expenses)	2013-12-31	$-38,536
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$174,224
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$212,760
Total contributions received or receivable from employer(s)	2013-12-31	$564,316
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,123
2012 : TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$553,957
Expenses. Total of all expenses incurred	2012-12-31	$469,395
Benefits paid (including direct rollovers)	2012-12-31	$467,770
Total plan assets at end of year	2012-12-31	$212,760
Total plan assets at beginning of year	2012-12-31	$128,198
Other income received	2012-12-31	$2,568
Net income (gross income less expenses)	2012-12-31	$84,562
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$212,760
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$128,198
Total contributions received or receivable from employer(s)	2012-12-31	$551,389
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,625
2011 : TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$128,198
Total plan assets at end of year	2011-12-31	$128,198
Net income (gross income less expenses)	2011-12-31	$128,198
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$128,198
Total contributions received or receivable from employer(s)	2011-12-31	$128,198

Form 5500 Responses for TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN

2014: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TULSA BONE & JOINT ASSOCIATES, PC EMPLOYEE HEALTH CARE PLAN 2011 form 5500 responses
2011-12-29	Type of plan entity	Single employer plan
2011-12-29	First time form 5500 has been submitted	Yes
2011-12-29	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-12-29	Plan funding arrangement – Trust	Yes
2011-12-29	Plan benefit arrangement - Trust	Yes

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Company Name:	TULSA BONE & JOINT ASSOCIATES, P.C. EMPLOYEES' TRUST
Employer identification number (EIN):	456662422
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)