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COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST 401k Plan overview

Plan NameCOMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST
Plan identification number 001

COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. has sponsored the creation of one or more 401k plans.

Company Name:COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C.
Employer identification number (EIN):541722607
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1994-09-01
Company Identification Number: 0433181
Legal Registered Office Address: 11240 WAPLES MILL RD STE 403

FAIRFAX
United States of America (USA)
22030

More information about COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01RICHARD T. GIVENS
0012015-01-01RICHARD T. GIVENS
0012014-01-01RICHARD T. GIVENS
0012013-01-01RICHARD T. GIVENS
0012012-01-01RICHARD T. GIVENS
0012011-01-01RICHARD T. GIVENS
0012009-01-01RICHARD GIVENS

Plan Statistics for COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST

401k plan membership statisitcs for COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST

Measure Date Value
2016: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01543
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01648
Total number of active participants reported on line 7a of the Form 55002015-01-01356
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01187
Total of all active and inactive participants2015-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01543
Number of participants with account balances2015-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01531
Total number of active participants reported on line 7a of the Form 55002014-01-01486
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01162
Total of all active and inactive participants2014-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01648
Number of participants with account balances2014-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01521
Total number of active participants reported on line 7a of the Form 55002013-01-01333
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01208
Total of all active and inactive participants2013-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01541
Number of participants with account balances2013-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01443
Total number of active participants reported on line 7a of the Form 55002012-01-01326
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01181
Total of all active and inactive participants2012-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01507
Number of participants with account balances2012-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01441
Total number of active participants reported on line 7a of the Form 55002011-01-01372
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01434
Number of participants with account balances2011-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01315
Total number of active participants reported on line 7a of the Form 55002009-01-01272
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0197
Total of all active and inactive participants2009-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01369
Number of participants with account balances2009-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST

Measure Date Value
2016 : COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$62,635,862
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$9,722,494
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,951,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,765,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,149,963
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$65,864,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$185,621
Total interest from all sources2016-12-31$16,166
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,200,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,200,131
Administrative expenses professional fees incurred2016-12-31$12,304
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$1,500,369
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$400,029
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$47,079
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$35,818,531
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$133,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,228,637
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,864,499
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$173,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,112,707
Interest on participant loans2016-12-31$16,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,356,234
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$2,515,863
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$2,478,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,765,510
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BERLIN, RAMOS & COMPANY, P.A.
Accountancy firm EIN2016-12-31521367749
2015 : COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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$3,740,740
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,089,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,893,023
Expenses. Certain deemed distributions of participant loans2015-12-31$11,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,890,208
Value of total assets at end of year2015-12-31$65,864,499
Value of total assets at beginning of year2015-12-31$64,213,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$185,527
Total interest from all sources2015-12-31$17,822
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,150,844
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$1,150,844
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$1,369,237
Participant contributions at end of year2015-12-31$400,029
Participant contributions at beginning of year2015-12-31$450,436
Participant contributions at end of year2015-12-31$47,079
Participant contributions at beginning of year2015-12-31$23,271
Assets. Other investments not covered elsewhere at end of year2015-12-31$35,818,531
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$34,744,808
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,177
Other income not declared elsewhere2015-12-31$-409,910
Administrative expenses (other) incurred2015-12-31$-36,168
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$1,651,136
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,864,499
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$64,213,363
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
Investment advisory and management fees2015-12-31$199,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,112,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,659,048
Interest on participant loans2015-12-31$17,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-908,224
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$2,471,426
Employer contributions (assets) at end of year2015-12-31$2,478,759
Employer contributions (assets) at beginning of year2015-12-31$2,334,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,893,023
Contract administrator fees2015-12-31$21,749
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BERLIN, RAMOS & COMPANY, P.A.
Accountancy firm EIN2015-12-31521367749
2014 : COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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$8,010,748
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,800,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,601,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,804,049
Value of total assets at end of year2014-12-31$64,213,363
Value of total assets at beginning of year2014-12-31$58,003,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$199,296
Total interest from all sources2014-12-31$17,438
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,641,897
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$1,641,897
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$1,414,317
Participant contributions at end of year2014-12-31$450,436
Participant contributions at beginning of year2014-12-31$409,487
Participant contributions at end of year2014-12-31$23,271
Participant contributions at beginning of year2014-12-31$39,279
Assets. Other investments not covered elsewhere at end of year2014-12-31$34,744,808
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$31,683,394
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$55,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,177
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,406
Other income not declared elsewhere2014-12-31$1,083,848
Administrative expenses (other) incurred2014-12-31$-41,620
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$6,209,966
Value of net assets at end of year (total assets less liabilities)2014-12-31$64,213,363
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,003,397
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
Investment advisory and management fees2014-12-31$208,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,659,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,652,896
Interest on participant loans2014-12-31$17,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,463,516
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$2,334,623
Employer contributions (assets) at end of year2014-12-31$2,334,623
Employer contributions (assets) at beginning of year2014-12-31$2,216,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,601,486
Contract administrator fees2014-12-31$32,736
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BERLIN, RAMOS & COMPANY, P.A.
Accountancy firm EIN2014-12-31521367749
2013 : COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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$13,417,932
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,635,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,425,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,126,117
Value of total assets at end of year2013-12-31$58,003,397
Value of total assets at beginning of year2013-12-31$46,220,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$209,290
Total interest from all sources2013-12-31$16,787
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$951,751
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$951,751
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$1,459,850
Participant contributions at end of year2013-12-31$409,487
Participant contributions at beginning of year2013-12-31$355,259
Participant contributions at end of year2013-12-31$39,279
Participant contributions at beginning of year2013-12-31$32,139
Assets. Other investments not covered elsewhere at end of year2013-12-31$31,683,394
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$25,945,905
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$467,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,125
Other income not declared elsewhere2013-12-31$4,911,337
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$11,782,698
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,003,397
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,220,699
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
Investment advisory and management fees2013-12-31$166,872
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,652,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,823,178
Interest on participant loans2013-12-31$16,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,411,940
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$2,198,554
Employer contributions (assets) at end of year2013-12-31$2,216,935
Employer contributions (assets) at beginning of year2013-12-31$2,061,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,425,944
Contract administrator fees2013-12-31$42,418
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BERLIN, RAMOS & COMPANY, P.A.
Accountancy firm EIN2013-12-31521367749
2012 : COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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$7,931,630
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,359,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,197,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,227,215
Value of total assets at end of year2012-12-31$46,220,699
Value of total assets at beginning of year2012-12-31$40,648,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$162,382
Total interest from all sources2012-12-31$12,250
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$298,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$298,676
Administrative expenses professional fees incurred2012-12-31$12,500
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$1,097,435
Participant contributions at end of year2012-12-31$355,259
Participant contributions at beginning of year2012-12-31$265,718
Participant contributions at end of year2012-12-31$32,139
Participant contributions at beginning of year2012-12-31$58,435
Assets. Other investments not covered elsewhere at end of year2012-12-31$25,945,905
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$23,113,591
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,443
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$2,594,893
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$5,571,847
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,220,699
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,648,852
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
Investment advisory and management fees2012-12-31$146,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,823,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,219,685
Income. Interest from loans (other than to participants)2012-12-31$12,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,798,596
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,090,337
Employer contributions (assets) at end of year2012-12-31$2,061,093
Employer contributions (assets) at beginning of year2012-12-31$1,991,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,197,401
Contract administrator fees2012-12-31$3,813
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BERLIN, RAMOS & COMPANY, P.A.
Accountancy firm EIN2012-12-31521367749
2011 : COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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$2,667,445
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$965,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$962,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,189,037
Value of total assets at end of year2011-12-31$40,648,852
Value of total assets at beginning of year2011-12-31$38,947,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,725
Total interest from all sources2011-12-31$10,296
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$230,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$230,688
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$1,134,953
Participant contributions at end of year2011-12-31$265,718
Participant contributions at beginning of year2011-12-31$273,539
Participant contributions at end of year2011-12-31$58,435
Participant contributions at beginning of year2011-12-31$25,636
Assets. Other investments not covered elsewhere at end of year2011-12-31$23,113,591
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$21,812,573
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$61,334
Other income not declared elsewhere2011-12-31$-372,766
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$1,701,850
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,648,852
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,947,002
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$15,219,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,799,559
Interest on participant loans2011-12-31$10,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-389,810
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$1,992,750
Employer contributions (assets) at end of year2011-12-31$1,991,423
Employer contributions (assets) at beginning of year2011-12-31$2,035,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$962,870
Contract administrator fees2011-12-31$2,725
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BERLIN, RAMOS & COMPANY, P.A.
Accountancy firm EIN2011-12-31521367749
2010 : COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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$14,799
Total income from all sources (including contributions)2010-12-31$7,044,433
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,281,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,279,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,121,221
Value of total assets at end of year2010-12-31$38,947,002
Value of total assets at beginning of year2010-12-31$33,198,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,125
Total interest from all sources2010-12-31$14,077
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$218,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$218,804
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$1,085,526
Participant contributions at end of year2010-12-31$273,539
Participant contributions at beginning of year2010-12-31$364,497
Participant contributions at end of year2010-12-31$25,636
Participant contributions at beginning of year2010-12-31$36,264
Assets. Other investments not covered elsewhere at end of year2010-12-31$21,812,573
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$18,570,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$14,799
Other income not declared elsewhere2010-12-31$2,284,359
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$5,763,208
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,947,002
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,183,794
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$14,799,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,183,492
Interest on participant loans2010-12-31$14,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,405,972
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$2,035,695
Employer contributions (assets) at end of year2010-12-31$2,035,695
Employer contributions (assets) at beginning of year2010-12-31$2,043,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,279,100
Contract administrator fees2010-12-31$2,125
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BERLIN, RAMOS & COMPANY, P.A.
Accountancy firm EIN2010-12-31521367749
2009 : COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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 COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND TRUST

2016: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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 filingYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMMONWEALTH ORTHOPAEDICS & REHABILITATION, P.C. PROFIT SHARING 401K PLAN AND 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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