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NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. has sponsored the creation of one or more 401k plans.

Company Name:NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C.
Employer identification number (EIN):470703099
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012017-01-01MELISSA BUESSING MELISSA BUESSING2018-10-10
0012016-01-01MELISSA BUESSING MELISSA BUESSING2017-10-12
0012015-01-01MELISSA BUESSING MELISSA BUESSING2016-08-09
0012014-01-01MELISSA BUESSING MELISSA BUESSING2015-10-08
0012013-01-01MELISSA BUESSING
0012012-01-01MELISSA BUESSING
0012011-01-01MELISSA BUESSING
0012010-01-01MELISSA BUESSING
0012009-01-01MELISSA BUESSING

Plan Statistics for NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01115
Total number of active participants reported on line 7a of the Form 55002021-01-0188
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01122
Number of participants with account balances2021-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01128
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01113
Number of participants with account balances2020-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01122
Total number of active participants reported on line 7a of the Form 55002019-01-0193
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01122
Number of participants with account balances2019-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01112
Total number of active participants reported on line 7a of the Form 55002017-01-0187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01109
Number of participants with account balances2017-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01116
Total number of active participants reported on line 7a of the Form 55002016-01-0192
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01111
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01112
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01110
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01112
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01112
Number of participants with account balances2014-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01108
Total number of active participants reported on line 7a of the Form 55002013-01-0199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01109
Number of participants with account balances2013-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01111
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01105
Number of participants with account balances2012-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01101
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01110
Number of participants with account balances2011-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01102
Total number of active participants reported on line 7a of the Form 55002010-01-0191
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01102
Number of participants with account balances2010-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01100
Total number of active participants reported on line 7a of the Form 55002009-01-0187
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01106
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-15$0
Total transfer of assets from this plan2022-03-15$27,880,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-15$10,633
Total income from all sources (including contributions)2022-03-15$-3,441,847
Total loss/gain on sale of assets2022-03-15$0
Total of all expenses incurred2022-03-15$3,810,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-15$3,788,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-15$0
Value of total assets at end of year2022-03-15$0
Value of total assets at beginning of year2022-03-15$35,143,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-15$21,613
Total interest from all sources2022-03-15$138
Total dividends received (eg from common stock, registered investment company shares)2022-03-15$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-15No
Was this plan covered by a fidelity bond2022-03-15Yes
Value of fidelity bond cover2022-03-15$2,000,000
If this is an individual account plan, was there a blackout period2022-03-15Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-15$0
Were there any nonexempt tranactions with any party-in-interest2022-03-15No
Participant contributions at end of year2022-03-15$0
Participant contributions at beginning of year2022-03-15$32,105
Participant contributions at end of year2022-03-15$0
Participant contributions at beginning of year2022-03-15$10,486
Assets. Other investments not covered elsewhere at end of year2022-03-15$0
Assets. Other investments not covered elsewhere at beginning of year2022-03-15$5,837,473
Other income not declared elsewhere2022-03-15$-235,341
Administrative expenses (other) incurred2022-03-15$1,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-15No
Value of net income/loss2022-03-15$-7,251,942
Value of net assets at end of year (total assets less liabilities)2022-03-15$0
Value of net assets at beginning of year (total assets less liabilities)2022-03-15$35,132,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-15No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-15No
Were any leases to which the plan was party in default or uncollectible2022-03-15No
Investment advisory and management fees2022-03-15$2,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-15$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-15$936,183
Value of interest in pooled separate accounts at end of year2022-03-15$0
Value of interest in pooled separate accounts at beginning of year2022-03-15$2,692,305
Interest on participant loans2022-03-15$138
Value of interest in common/collective trusts at end of year2022-03-15$0
Value of interest in common/collective trusts at beginning of year2022-03-15$25,428,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-15$-103,316
Net investment gain/loss from pooled separate accounts2022-03-15$-297,118
Net investment gain or loss from common/collective trusts2022-03-15$-2,806,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-15No
Was there a failure to transmit to the plan any participant contributions2022-03-15No
Has the plan failed to provide any benefit when due under the plan2022-03-15No
Employer contributions (assets) at end of year2022-03-15$0
Employer contributions (assets) at beginning of year2022-03-15$206,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-15$3,788,482
Contract administrator fees2022-03-15$17,647
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-15Yes
Liabilities. Value of benefit claims payable at end of year2022-03-15$0
Liabilities. Value of benefit claims payable at beginning of year2022-03-15$10,633
Did the plan have assets held for investment2022-03-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-15Yes
Opinion of an independent qualified public accountant for this plan2022-03-15Unqualified
Accountancy firm name2022-03-15LUTZ & COMPANY, P.C.
Accountancy firm EIN2022-03-15470625816
2021 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,633
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$5,907,379
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,832,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,749,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,483,846
Value of total assets at end of year2021-12-31$35,143,272
Value of total assets at beginning of year2021-12-31$32,058,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,610
Total interest from all sources2021-12-31$1,213
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$49,095
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$49,095
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$542,411
Participant contributions at end of year2021-12-31$32,105
Participant contributions at beginning of year2021-12-31$40,558
Participant contributions at end of year2021-12-31$10,486
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,837,473
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,902,650
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$18,950
Other income not declared elsewhere2021-12-31$502,176
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$3,074,388
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,132,639
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,058,251
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$14,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$936,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,287,684
Value of interest in pooled separate accounts at end of year2021-12-31$2,692,305
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,175,572
Interest on participant loans2021-12-31$1,213
Value of interest in common/collective trusts at end of year2021-12-31$25,428,152
Value of interest in common/collective trusts at beginning of year2021-12-31$21,453,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$159,498
Net investment gain/loss from pooled separate accounts2021-12-31$349,129
Net investment gain or loss from common/collective trusts2021-12-31$3,362,422
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$922,485
Employer contributions (assets) at end of year2021-12-31$206,568
Employer contributions (assets) at beginning of year2021-12-31$197,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,749,381
Contract administrator fees2021-12-31$69,144
Liabilities. Value of benefit claims payable at end of year2021-12-31$10,633
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
2020 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$6,331,606
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,107,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,050,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,559,898
Value of total assets at end of year2020-12-31$32,058,251
Value of total assets at beginning of year2020-12-31$37,833,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,855
Total interest from all sources2020-12-31$1,589
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$71,970
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$71,970
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$550,476
Participant contributions at end of year2020-12-31$40,558
Participant contributions at beginning of year2020-12-31$44,770
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,902,650
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,041,875
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$61,258
Other income not declared elsewhere2020-12-31$712,654
Administrative expenses (other) incurred2020-12-31$4,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-5,775,438
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,058,251
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,833,689
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$7,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,287,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,134,397
Value of interest in pooled separate accounts at end of year2020-12-31$2,175,572
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,101,228
Interest on participant loans2020-12-31$1,589
Value of interest in common/collective trusts at end of year2020-12-31$21,453,879
Value of interest in common/collective trusts at beginning of year2020-12-31$9,292,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$947,708
Net investment gain/loss from pooled separate accounts2020-12-31$866,842
Net investment gain or loss from common/collective trusts2020-12-31$2,170,945
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$948,164
Employer contributions (assets) at end of year2020-12-31$197,908
Employer contributions (assets) at beginning of year2020-12-31$218,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,050,189
Contract administrator fees2020-12-31$44,883
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2020-12-31470625816
2019 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$8,828,793
Total income from all sources (including contributions)2019-12-31$8,828,793
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$680,906
Total of all expenses incurred2019-12-31$680,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$668,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$668,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,292,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,292,775
Value of total assets at end of year2019-12-31$37,833,689
Value of total assets at end of year2019-12-31$37,833,689
Value of total assets at beginning of year2019-12-31$29,685,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,159
Total interest from all sources2019-12-31$2,593
Total interest from all sources2019-12-31$2,593
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$302,663
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$302,663
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$302,663
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$302,663
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
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
Contributions received from participants2019-12-31$578,479
Contributions received from participants2019-12-31$578,479
Participant contributions at end of year2019-12-31$44,770
Participant contributions at end of year2019-12-31$44,770
Participant contributions at beginning of year2019-12-31$79,255
Participant contributions at beginning of year2019-12-31$79,255
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,041,875
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,924,936
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,924,936
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$715,699
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$715,699
Other income not declared elsewhere2019-12-31$933,674
Other income not declared elsewhere2019-12-31$933,674
Administrative expenses (other) incurred2019-12-31$12,159
Administrative expenses (other) incurred2019-12-31$12,159
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$8,147,887
Value of net income/loss2019-12-31$8,147,887
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,833,689
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,833,689
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,685,802
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 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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,134,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,134,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,558,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,558,306
Value of interest in pooled separate accounts at end of year2019-12-31$10,101,228
Value of interest in pooled separate accounts at end of year2019-12-31$10,101,228
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,215,680
Interest on participant loans2019-12-31$2,593
Value of interest in common/collective trusts at end of year2019-12-31$9,292,502
Value of interest in common/collective trusts at end of year2019-12-31$9,292,502
Value of interest in common/collective trusts at beginning of year2019-12-31$7,697,627
Value of interest in common/collective trusts at beginning of year2019-12-31$7,697,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,768,167
Net investment gain/loss from pooled separate accounts2019-12-31$1,921,803
Net investment gain/loss from pooled separate accounts2019-12-31$1,921,803
Net investment gain or loss from common/collective trusts2019-12-31$1,607,118
Net investment gain or loss from common/collective trusts2019-12-31$1,607,118
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$998,597
Employer contributions (assets) at end of year2019-12-31$218,917
Employer contributions (assets) at end of year2019-12-31$218,917
Employer contributions (assets) at beginning of year2019-12-31$209,998
Employer contributions (assets) at beginning of year2019-12-31$209,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$668,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$668,747
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUTZ & COMPANY, PC
Accountancy firm name2019-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2019-12-31470625816
2018 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-424,168
Expenses. Total of all expenses incurred2018-12-31$689,618
Benefits paid (including direct rollovers)2018-12-31$671,693
Total plan assets at end of year2018-12-31$29,685,802
Total plan assets at beginning of year2018-12-31$30,799,588
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$557,503
Other income received2018-12-31$-1,852,692
Net income (gross income less expenses)2018-12-31$-1,113,786
Net plan assets at end of year (total assets less liabilities)2018-12-31$29,685,802
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$30,799,588
Assets. Value of participant loans2018-12-31$79,255
Assets. Value of assets in partnership/joint-venture interests2018-12-31$33,605
Total contributions received or receivable from employer(s)2018-12-31$871,021
Value of certain deemed distributions of participant loans2018-12-31$6,592
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,333
2017 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$6,022,711
Expenses. Total of all expenses incurred2017-12-31$1,928,348
Benefits paid (including direct rollovers)2017-12-31$1,871,099
Total plan assets at end of year2017-12-31$30,799,588
Total plan assets at beginning of year2017-12-31$26,705,225
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$512,783
Contributions received from other sources (not participants or employers)2017-12-31$92,860
Other income received2017-12-31$4,580,800
Net income (gross income less expenses)2017-12-31$4,094,363
Net plan assets at end of year (total assets less liabilities)2017-12-31$30,799,588
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$26,705,225
Assets. Value of participant loans2017-12-31$19,582
Assets. Value of assets in partnership/joint-venture interests2017-12-31$34,174
Total contributions received or receivable from employer(s)2017-12-31$836,268
Value of certain deemed distributions of participant loans2017-12-31$48,012
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,237
2016 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$3,400,462
Expenses. Total of all expenses incurred2016-12-31$363,050
Benefits paid (including direct rollovers)2016-12-31$349,833
Total plan assets at end of year2016-12-31$26,705,225
Total plan assets at beginning of year2016-12-31$23,667,813
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$514,822
Contributions received from other sources (not participants or employers)2016-12-31$161,180
Other income received2016-12-31$1,861,052
Net income (gross income less expenses)2016-12-31$3,037,412
Net plan assets at end of year (total assets less liabilities)2016-12-31$26,705,225
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$23,667,813
Assets. Value of participant loans2016-12-31$72,972
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,060,293
Total contributions received or receivable from employer(s)2016-12-31$863,408
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$13,217
2015 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,217,343
Expenses. Total of all expenses incurred2015-12-31$534,955
Benefits paid (including direct rollovers)2015-12-31$522,533
Total plan assets at end of year2015-12-31$23,667,813
Total plan assets at beginning of year2015-12-31$22,985,425
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$547,559
Contributions received from other sources (not participants or employers)2015-12-31$2,220
Other income received2015-12-31$-242,270
Net income (gross income less expenses)2015-12-31$682,388
Net plan assets at end of year (total assets less liabilities)2015-12-31$23,667,813
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$22,985,425
Assets. Value of participant loans2015-12-31$67,163
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,024,680
Total contributions received or receivable from employer(s)2015-12-31$909,834
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,422
2014 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,499,692
Expenses. Total of all expenses incurred2014-12-31$2,608,306
Benefits paid (including direct rollovers)2014-12-31$2,596,545
Total plan assets at end of year2014-12-31$22,985,425
Total plan assets at beginning of year2014-12-31$23,094,039
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$466,689
Other income received2014-12-31$1,173,892
Net income (gross income less expenses)2014-12-31$-108,614
Net plan assets at end of year (total assets less liabilities)2014-12-31$22,985,425
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,094,039
Assets. Value of participant loans2014-12-31$75,433
Assets. Value of assets in partnership/joint-venture interests2014-12-31$984,962
Total contributions received or receivable from employer(s)2014-12-31$859,111
Value of certain deemed distributions of participant loans2014-12-31$244
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,517
2013 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$5,362,084
Expenses. Total of all expenses incurred2013-12-31$3,126,530
Benefits paid (including direct rollovers)2013-12-31$3,116,256
Total plan assets at end of year2013-12-31$23,094,039
Total plan assets at beginning of year2013-12-31$20,858,485
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$471,329
Contributions received from other sources (not participants or employers)2013-12-31$113,746
Other income received2013-12-31$3,887,721
Net income (gross income less expenses)2013-12-31$2,235,554
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,094,039
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$20,858,485
Assets. Value of participant loans2013-12-31$79,669
Assets. Value of assets in partnership/joint-venture interests2013-12-31$919,224
Total contributions received or receivable from employer(s)2013-12-31$889,288
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,274
2012 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$3,480,832
Expenses. Total of all expenses incurred2012-12-31$743,498
Benefits paid (including direct rollovers)2012-12-31$734,606
Total plan assets at end of year2012-12-31$20,858,485
Total plan assets at beginning of year2012-12-31$18,121,151
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$481,238
Contributions received from other sources (not participants or employers)2012-12-31$3,094
Other income received2012-12-31$2,129,951
Net income (gross income less expenses)2012-12-31$2,737,334
Net plan assets at end of year (total assets less liabilities)2012-12-31$20,858,485
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$18,121,151
Assets. Value of participant loans2012-12-31$86,404
Assets. Value of assets in partnership/joint-venture interests2012-12-31$407,475
Total contributions received or receivable from employer(s)2012-12-31$866,549
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,892
2011 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,253,376
Expenses. Total of all expenses incurred2011-12-31$575,742
Benefits paid (including direct rollovers)2011-12-31$571,405
Total plan assets at end of year2011-12-31$18,121,151
Total plan assets at beginning of year2011-12-31$17,443,517
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$487,840
Contributions received from other sources (not participants or employers)2011-12-31$510
Other income received2011-12-31$-59,280
Net income (gross income less expenses)2011-12-31$677,634
Net plan assets at end of year (total assets less liabilities)2011-12-31$18,121,151
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$17,443,517
Assets. Value of participant loans2011-12-31$86,250
Assets. Value of assets in partnership/joint-venture interests2011-12-31$205,891
Total contributions received or receivable from employer(s)2011-12-31$824,306
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,337
2010 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$3,147,503
Expenses. Total of all expenses incurred2010-12-31$1,474,992
Benefits paid (including direct rollovers)2010-12-31$1,469,160
Total plan assets at end of year2010-12-31$17,443,517
Total plan assets at beginning of year2010-12-31$15,771,006
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$486,055
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$1,630
Other income received2010-12-31$1,896,827
Net income (gross income less expenses)2010-12-31$1,672,511
Net plan assets at end of year (total assets less liabilities)2010-12-31$17,443,517
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$15,771,006
Assets. Value of participant loans2010-12-31$77,501
Assets. Value of assets in partnership/joint-venture interests2010-12-31$228,666
Total contributions received or receivable from employer(s)2010-12-31$762,991
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,832
2009 : NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN

2022: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE 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 filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 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: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 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
2010: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NEBRASKA ORTHOPAEDIC AND SPORTS MEDICINE P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-03-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,155
Total amount of fees paid to insurance companyUSD $0
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?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
Commission paid to Insurance BrokerUSD $2,155
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered113
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,458
Total amount of fees paid to insurance companyUSD $0
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?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
Commission paid to Insurance BrokerUSD $5,458
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered122
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,623
Total amount of fees paid to insurance companyUSD $0
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?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
Commission paid to Insurance BrokerUSD $10,623
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered109
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,420
Total amount of fees paid to insurance companyUSD $522
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?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
Commission paid to Insurance BrokerUSD $7,420
Amount paid for insurance broker fees522
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered110
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,319
Total amount of fees paid to insurance companyUSD $377
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
Commission paid to Insurance BrokerUSD $7,319
Amount paid for insurance broker fees377
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered112
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,942
Total amount of fees paid to insurance companyUSD $328
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?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
Commission paid to Insurance BrokerUSD $7,942
Amount paid for insurance broker fees328
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered109
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,606
Total amount of fees paid to insurance companyUSD $2,403
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?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
Commission paid to Insurance BrokerUSD $11,606
Amount paid for insurance broker fees449
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered105
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,887
Total amount of fees paid to insurance companyUSD $481
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?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
Commission paid to Insurance BrokerUSD $4,631
Amount paid for insurance broker fees481
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered110
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,823
Total amount of fees paid to insurance companyUSD $85
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?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number377881
Policy instance 1
Insurance contract or identification number377881
Number of Individuals Covered102
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
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?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

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