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Plan Name | 401(K) PROFIT-SHARING PLAN OF BOONE ORTHOPAEDIC ASSOCIATES, P.A. |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BOONE ORTHOPAEDIC ASSOCIATES, P.A. |
Employer identification number (EIN): | 561109465 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2012-01-01 | STEPHEN FLEMING | 2012-06-29 | STEPHEN FLEMING | 2012-06-29 |
003 | 2011-01-01 | STEPHEN FLEMING | 2012-06-29 | STEPHEN FLEMING | 2012-06-29 |
003 | 2010-01-01 | STEPHEN FLEMING | STEPHEN FLEMING | 2011-07-27 |
Measure | Date | Value |
---|---|---|
2010: 401(K) PROFIT-SHARING PLAN OF BOONE ORTHOPAEDIC ASSOCIATES, P.A. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
Total of all active and inactive participants | 2010-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 23 |
Number of participants with account balances | 2010-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2010 : 401(K) PROFIT-SHARING PLAN OF BOONE ORTHOPAEDIC ASSOCIATES, P.A. 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $240,384 |
Expenses. Total of all expenses incurred | 2010-12-31 | $134,485 |
Benefits paid (including direct rollovers) | 2010-12-31 | $134,014 |
Total plan assets at end of year | 2010-12-31 | $1,822,621 |
Total plan assets at beginning of year | 2010-12-31 | $1,716,722 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $53,095 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $125,685 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $105,899 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,822,621 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,716,722 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $61,604 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $471 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2010: 401(K) PROFIT-SHARING PLAN OF BOONE ORTHOPAEDIC ASSOCIATES, P.A. 2010 form 5500 responses | ||
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 14773 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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