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ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST
Plan identification number 008

ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ORTHOPAEDIC SPECIALTY CENTER has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDIC SPECIALTY CENTER
Employer identification number (EIN):520902974
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082018-01-01ROBERT RIEDERMAN M.D.2019-01-10
0082017-01-01ROBERT RIEDERMAN M.D.
0082016-01-01ROBERT RIEDERMAN M.D.
0082015-01-01ROBERT RIEDERMAN M.D.
0082014-01-01ROBERT RIEDERMAN M.D.
0082013-01-01ROBERT RIEDERMAN M.D.
0082012-01-01ROBERT RIEDERMAN M.D.
0082011-01-01ROBERT RIEDERMAN M.D.
0082009-01-01ROBERT RIEDERMAN M.D.

Plan Statistics for ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2017: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0169
Number of participants with account balances2017-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01125
Total of all active and inactive participants2016-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01137
Number of participants with account balances2016-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01144
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-0195
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01133
Number of participants with account balances2014-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01123
Number of participants with account balances2013-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01141
Total number of active participants reported on line 7a of the Form 55002012-01-0193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01115
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2009: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-01110
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01134
Number of participants with account balances2009-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2017 : ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,416,572
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,738,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,696,544
Value of total corrective distributions2017-12-31$26,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$438,333
Value of total assets at end of year2017-12-31$11,010,424
Value of total assets at beginning of year2017-12-31$11,332,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,686
Total interest from all sources2017-12-31$1,112
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$450,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$450,484
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$8,162
Participant contributions at beginning of year2017-12-31$125,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-321,757
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,010,424
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,332,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,781,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,982,472
Interest on participant loans2017-12-31$1,112
Value of interest in common/collective trusts at end of year2017-12-31$210,119
Value of interest in common/collective trusts at beginning of year2017-12-31$215,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,523,035
Net investment gain or loss from common/collective trusts2017-12-31$3,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$438,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,696,544
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31K A W G & F, P.A.
Accountancy firm EIN2017-12-31521003788
2016 : ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,299,947
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$295,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$270,523
Value of total corrective distributions2016-12-31$10,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$448,398
Value of total assets at end of year2016-12-31$11,332,181
Value of total assets at beginning of year2016-12-31$10,327,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,816
Total interest from all sources2016-12-31$5,805
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$427,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$427,888
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$336,426
Participant contributions at end of year2016-12-31$125,458
Participant contributions at beginning of year2016-12-31$178,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,004,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,332,181
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,327,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$13,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,982,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,060,301
Interest on participant loans2016-12-31$5,805
Value of interest in common/collective trusts at end of year2016-12-31$215,207
Value of interest in common/collective trusts at beginning of year2016-12-31$79,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$415,274
Net investment gain or loss from common/collective trusts2016-12-31$2,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$111,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$270,523
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31K A W G & F, P.A.
Accountancy firm EIN2016-12-31521003788
2015 : ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$771,804
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$330,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$273,757
Value of total corrective distributions2015-12-31$43,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$811,734
Value of total assets at end of year2015-12-31$10,327,364
Value of total assets at beginning of year2015-12-31$9,886,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,401
Total interest from all sources2015-12-31$6,654
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$513,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$513,507
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$326,977
Participant contributions at end of year2015-12-31$178,463
Participant contributions at beginning of year2015-12-31$28,195
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$13,401
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$441,278
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,327,364
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,886,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,060,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,680,223
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$6,653
Value of interest in common/collective trusts at end of year2015-12-31$79,236
Value of interest in common/collective trusts at beginning of year2015-12-31$169,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-561,543
Net investment gain or loss from common/collective trusts2015-12-31$1,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$484,757
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$273,757
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31K A W G & F, P.A.
Accountancy firm EIN2015-12-31521003788
2014 : ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,484,742
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,440,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,375,065
Value of total corrective distributions2014-12-31$48,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$958,772
Value of total assets at end of year2014-12-31$9,886,086
Value of total assets at beginning of year2014-12-31$9,841,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,000
Total interest from all sources2014-12-31$3,961
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$416,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$416,649
Administrative expenses professional fees incurred2014-12-31$17,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$384,081
Participant contributions at end of year2014-12-31$28,195
Participant contributions at beginning of year2014-12-31$90,358
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$44,241
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,886,086
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,841,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,680,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,725,207
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$3,960
Value of interest in common/collective trusts at end of year2014-12-31$169,522
Value of interest in common/collective trusts at beginning of year2014-12-31$11,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$14,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$14,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$105,066
Net investment gain or loss from common/collective trusts2014-12-31$294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$566,718
Employer contributions (assets) at end of year2014-12-31$275
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,375,065
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31K A W G & F, P.A.
Accountancy firm EIN2014-12-31521003788
2013 : ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,023,834
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,057,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$989,256
Expenses. Certain deemed distributions of participant loans2013-12-31$785
Value of total corrective distributions2013-12-31$47,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$426,970
Value of total assets at end of year2013-12-31$9,841,845
Value of total assets at beginning of year2013-12-31$8,875,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,343
Total interest from all sources2013-12-31$2,194
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$291,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$291,167
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$403,706
Participant contributions at end of year2013-12-31$90,358
Participant contributions at beginning of year2013-12-31$70,694
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-289
Administrative expenses (other) incurred2013-12-31$20,343
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$34,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$966,171
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,841,845
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,875,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,725,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,084,253
Interest on participant loans2013-12-31$3,328
Value of interest in common/collective trusts at end of year2013-12-31$11,636
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$14,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$33,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$33,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-1,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$138,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$939,117
Net investment gain/loss from pooled separate accounts2013-12-31$364,591
Net investment gain or loss from common/collective trusts2013-12-31$84
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$952
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$514,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$989,256
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31K A W G & F, P.A.
Accountancy firm EIN2013-12-31521003788
2012 : ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,946,981
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$461,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$383,189
Expenses. Certain deemed distributions of participant loans2012-12-31$11,345
Value of total corrective distributions2012-12-31$62,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$932,078
Value of total assets at end of year2012-12-31$8,875,674
Value of total assets at beginning of year2012-12-31$7,390,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,466
Total interest from all sources2012-12-31$3,839
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$377,887
Participant contributions at end of year2012-12-31$70,694
Participant contributions at beginning of year2012-12-31$75,961
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$34,765
Total non interest bearing cash at beginning of year2012-12-31$19,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,485,510
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,875,674
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,390,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$8,084,253
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,618,457
Interest on participant loans2012-12-31$4,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$33,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$37,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$37,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$138,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$119,668
Net investment gain/loss from pooled separate accounts2012-12-31$1,011,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$514,249
Employer contributions (assets) at end of year2012-12-31$514,249
Employer contributions (assets) at beginning of year2012-12-31$519,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$383,189
Contract administrator fees2012-12-31$4,466
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31K A W G & F, P.A.
Accountancy firm EIN2012-12-31521003788
2011 : ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$697,409
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$731,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$625,426
Expenses. Certain deemed distributions of participant loans2011-12-31$8,111
Value of total corrective distributions2011-12-31$95,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$931,018
Value of total assets at end of year2011-12-31$7,390,164
Value of total assets at beginning of year2011-12-31$7,424,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,332
Total interest from all sources2011-12-31$3,575
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$395,056
Participant contributions at end of year2011-12-31$75,961
Participant contributions at beginning of year2011-12-31$69,872
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$19,076
Total non interest bearing cash at beginning of year2011-12-31$22,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-34,480
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,390,164
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,424,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,618,457
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,625,567
Interest on participant loans2011-12-31$4,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$37,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$18,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$18,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$119,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$128,836
Net investment gain/loss from pooled separate accounts2011-12-31$-237,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$519,929
Employer contributions (assets) at end of year2011-12-31$519,887
Employer contributions (assets) at beginning of year2011-12-31$558,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$625,426
Contract administrator fees2011-12-31$3,332
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31K A W G & F, P.A.
Accountancy firm EIN2011-12-31521003788
2010 : ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,791,579
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$160,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$130,426
Expenses. Certain deemed distributions of participant loans2010-12-31$1,163
Value of total corrective distributions2010-12-31$26,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$957,188
Value of total assets at end of year2010-12-31$7,424,644
Value of total assets at beginning of year2010-12-31$5,794,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,833
Total interest from all sources2010-12-31$3,417
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$398,494
Participant contributions at end of year2010-12-31$69,872
Participant contributions at beginning of year2010-12-31$57,285
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$43,500
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$22,773
Total non interest bearing cash at beginning of year2010-12-31$13,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,630,583
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,424,644
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,794,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,625,567
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,182,059
Interest on participant loans2010-12-31$3,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$18,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$16,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$16,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$128,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$102,973
Net investment gain/loss from pooled separate accounts2010-12-31$830,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$558,694
Employer contributions (assets) at end of year2010-12-31$558,695
Employer contributions (assets) at beginning of year2010-12-31$378,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$130,426
Contract administrator fees2010-12-31$2,833
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31K A W G & F, P.A.
Accountancy firm EIN2010-12-31521003788
2009 : ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 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 ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST

2017: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ORTHOPAEDIC SPECIALTY CENTER OF BALTIMORE, P.A. 401K PROFIT SHARING PLAN & TRUST 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 - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62627
Policy instance 1
Insurance contract or identification number62627
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $960
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?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
Amount paid for insurance broker fees710
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker organization code?4
Insurance broker nameAMERICAN RETIREMENT PLAN SVCS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62627
Policy instance 1
Insurance contract or identification number62627
Number of Individuals Covered134
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,643
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
Amount paid for insurance broker fees3832
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameRAMSCO, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62627
Policy instance 1
Insurance contract or identification number62627
Number of Individuals Covered147
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,415
Total amount of fees paid to insurance companyUSD $2,750
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62627
Policy instance 1
Insurance contract or identification number62627
Number of Individuals Covered146
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,857
Total amount of fees paid to insurance companyUSD $2,327
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 $2,857
Insurance broker organization code?4
Amount paid for insurance broker fees2327
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameAMERICAN RETIREMENT PLAN SVCS, LLC

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