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401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 401k Plan overview

Plan Name401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC
Plan identification number 001

401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC Benefits

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

401k Sponsoring company profile

THE JEWETT ORTHOPAEDIC CLINIC LLC has sponsored the creation of one or more 401k plans.

Company Name:THE JEWETT ORTHOPAEDIC CLINIC LLC
Employer identification number (EIN):591308619
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about THE JEWETT ORTHOPAEDIC CLINIC LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2012-02-01
Company Identification Number: L12000015548
Legal Registered Office Address: 1414 Kuhl Ave, MP 2

Orlando

32806

More information about THE JEWETT ORTHOPAEDIC CLINIC LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVE FEHR
0012016-01-01STEVE FEHR
0012015-01-01LAURA ARCURI
0012014-01-01LAURA ARCURI
0012013-01-01MARTHA HARRIMAN
0012012-01-01MARTHA HARRIMAN
0012011-01-01MARTHA HARRIMAN
0012009-01-01CHARLES M MAY CHARLES M MAY2010-10-15

Plan Statistics for 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC

401k plan membership statisitcs for 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC

Measure Date Value
2020: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2020 401k membership
Total participants, beginning-of-year2020-01-01266
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2019 401k membership
Total participants, beginning-of-year2019-01-01256
Total number of active participants reported on line 7a of the Form 55002019-01-01166
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01252
Number of participants with account balances2019-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2018 401k membership
Total participants, beginning-of-year2018-01-01276
Total number of active participants reported on line 7a of the Form 55002018-01-01182
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01246
Number of participants with account balances2018-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2017 401k membership
Total participants, beginning-of-year2017-01-01265
Total number of active participants reported on line 7a of the Form 55002017-01-01191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01273
Number of participants with account balances2017-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2016 401k membership
Total participants, beginning-of-year2016-01-01338
Total number of active participants reported on line 7a of the Form 55002016-01-01218
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01264
Number of participants with account balances2016-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2015 401k membership
Total participants, beginning-of-year2015-01-01291
Total number of active participants reported on line 7a of the Form 55002015-01-01233
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01321
Number of participants with account balances2015-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2014 401k membership
Total participants, beginning-of-year2014-01-01281
Total number of active participants reported on line 7a of the Form 55002014-01-01211
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01279
Number of participants with account balances2014-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2013 401k membership
Total participants, beginning-of-year2013-01-01245
Total number of active participants reported on line 7a of the Form 55002013-01-01212
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01265
Number of participants with account balances2013-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2012 401k membership
Total participants, beginning-of-year2012-01-01255
Total number of active participants reported on line 7a of the Form 55002012-01-01189
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01239
Number of participants with account balances2012-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2011 401k membership
Total participants, beginning-of-year2011-01-01254
Total number of active participants reported on line 7a of the Form 55002011-01-01188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01243
Number of participants with account balances2011-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2009 401k membership
Total participants, beginning-of-year2009-01-01282
Total number of active participants reported on line 7a of the Form 55002009-01-01208
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01274
Number of participants with account balances2009-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC

Measure Date Value
2020 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$-526,478
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$52,867,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$52,831,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$53,394,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,561
Total interest from all sources2020-12-31$15,516
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$103,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$103,815
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$555,375
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$26,425,834
Other income not declared elsewhere2020-12-31$-1,370,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-53,394,015
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,394,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,611,445
Interest on participant loans2020-12-31$15,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$970,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$970,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$724,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$831,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$52,831,976
Contract administrator fees2020-12-31$35,561
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,081,722
Total income from all sources (including contributions)2019-12-31$12,081,722
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,444,191
Total of all expenses incurred2019-12-31$4,444,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,430,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,430,331
Value of total corrective distributions2019-12-31$1,041
Value of total corrective distributions2019-12-31$1,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,796,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,796,394
Value of total assets at end of year2019-12-31$53,394,015
Value of total assets at end of year2019-12-31$53,394,015
Value of total assets at beginning of year2019-12-31$45,756,484
Value of total assets at beginning of year2019-12-31$45,756,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,819
Total interest from all sources2019-12-31$31,401
Total interest from all sources2019-12-31$31,401
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,361,491
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,361,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,361,491
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,361,491
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$889,059
Contributions received from participants2019-12-31$889,059
Participant contributions at end of year2019-12-31$555,375
Participant contributions at end of year2019-12-31$555,375
Participant contributions at beginning of year2019-12-31$670,556
Participant contributions at beginning of year2019-12-31$670,556
Assets. Other investments not covered elsewhere at end of year2019-12-31$26,425,834
Assets. Other investments not covered elsewhere at end of year2019-12-31$26,425,834
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$22,735,913
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$22,735,913
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$347,635
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$347,635
Other income not declared elsewhere2019-12-31$3,864,349
Other income not declared elsewhere2019-12-31$3,864,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,637,531
Value of net income/loss2019-12-31$7,637,531
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,394,015
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,394,015
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,756,484
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,756,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,611,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,611,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,086,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,086,531
Interest on participant loans2019-12-31$31,009
Interest on participant loans2019-12-31$31,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$970,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$970,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,391,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,391,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,391,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,391,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,028,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,028,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,559,700
Contributions received in cash from employer2019-12-31$1,559,700
Employer contributions (assets) at end of year2019-12-31$831,318
Employer contributions (assets) at end of year2019-12-31$831,318
Employer contributions (assets) at beginning of year2019-12-31$871,706
Employer contributions (assets) at beginning of year2019-12-31$871,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,430,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,430,331
Contract administrator fees2019-12-31$12,819
Contract administrator fees2019-12-31$12,819
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-2,749,320
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,589,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,566,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,693,561
Value of total assets at end of year2018-12-31$45,756,484
Value of total assets at beginning of year2018-12-31$55,095,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,127
Total interest from all sources2018-12-31$36,613
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,603,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,603,253
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$886,546
Participant contributions at end of year2018-12-31$670,556
Participant contributions at beginning of year2018-12-31$741,958
Assets. Other investments not covered elsewhere at end of year2018-12-31$22,735,913
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$26,486,238
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$209,981
Administrative expenses (other) incurred2018-12-31$4
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,338,710
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,756,484
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,095,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,086,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,544,191
Interest on participant loans2018-12-31$36,613
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,391,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,358,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,358,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,082,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,597,034
Employer contributions (assets) at end of year2018-12-31$871,706
Employer contributions (assets) at beginning of year2018-12-31$964,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,566,263
Contract administrator fees2018-12-31$23,123
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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$9,758,377
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,996,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,977,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,005,858
Value of total assets at end of year2017-12-31$55,095,194
Value of total assets at beginning of year2017-12-31$50,333,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,443
Total interest from all sources2017-12-31$33,309
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,038,594
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$1,038,594
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
Contributions received from participants2017-12-31$992,909
Participant contributions at end of year2017-12-31$741,958
Participant contributions at beginning of year2017-12-31$612,274
Assets. Other investments not covered elsewhere at end of year2017-12-31$26,486,238
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$231,203
Other income not declared elsewhere2017-12-31$3,000,715
Administrative expenses (other) incurred2017-12-31$1,008
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$5,501
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$4,761,452
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,095,194
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$50,333,742
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,544,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$46,470,883
Interest on participant loans2017-12-31$27,340
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,358,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,272,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,272,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,679,901
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$1,781,746
Employer contributions (assets) at end of year2017-12-31$964,417
Employer contributions (assets) at beginning of year2017-12-31$915,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,977,482
Contract administrator fees2017-12-31$18,435
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,056,406
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 name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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$7,526,484
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,782,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,760,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,177,395
Value of total assets at end of year2016-12-31$50,333,742
Value of total assets at beginning of year2016-12-31$45,589,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,185
Total interest from all sources2016-12-31$27,890
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,134,023
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$1,134,023
Administrative expenses professional fees incurred2016-12-31$650
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,056,232
Participant contributions at end of year2016-12-31$612,274
Participant contributions at beginning of year2016-12-31$643,235
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$428,962
Other income not declared elsewhere2016-12-31$2,336,596
Administrative expenses (other) incurred2016-12-31$462
Total non interest bearing cash at end of year2016-12-31$5,501
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,743,767
Value of net assets at end of year (total assets less liabilities)2016-12-31$50,333,742
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$45,589,975
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$46,470,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$39,190,493
Interest on participant loans2016-12-31$27,439
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,272,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,202,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,202,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$850,580
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$1,692,201
Employer contributions (assets) at end of year2016-12-31$915,817
Employer contributions (assets) at beginning of year2016-12-31$969,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,760,532
Contract administrator fees2016-12-31$21,073
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,056,406
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,583,935
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 name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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$2,326,118
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,014,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,949,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,707,927
Value of total assets at end of year2015-12-31$45,589,975
Value of total assets at beginning of year2015-12-31$45,278,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64,796
Total interest from all sources2015-12-31$28,762
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$759,724
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$759,724
Administrative expenses professional fees incurred2015-12-31$1,100
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$992,756
Participant contributions at end of year2015-12-31$643,235
Participant contributions at beginning of year2015-12-31$725,067
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$52,246
Other income not declared elsewhere2015-12-31$-536,719
Administrative expenses (other) incurred2015-12-31$1
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$311,755
Value of net assets at end of year (total assets less liabilities)2015-12-31$45,589,975
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,278,220
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$45,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$39,190,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$40,617,304
Interest on participant loans2015-12-31$28,586
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,202,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,462,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,462,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-633,576
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$1,662,925
Employer contributions (assets) at end of year2015-12-31$969,472
Employer contributions (assets) at beginning of year2015-12-31$876,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,949,567
Contract administrator fees2015-12-31$17,852
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,583,935
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,596,540
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 name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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$5,886,942
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$858,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$793,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,521,347
Value of total assets at end of year2014-12-31$45,278,220
Value of total assets at beginning of year2014-12-31$40,249,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,562
Total interest from all sources2014-12-31$22,954
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,104,290
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$1,104,290
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$968,095
Participant contributions at end of year2014-12-31$725,067
Participant contributions at beginning of year2014-12-31$629,097
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$215,298
Other income not declared elsewhere2014-12-31$1,078,775
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$5,028,704
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,278,220
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,249,516
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$44,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$40,617,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,061,134
Interest on participant loans2014-12-31$22,471
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,462,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,425,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,425,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$159,576
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$2,337,954
Employer contributions (assets) at end of year2014-12-31$876,951
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$793,676
Contract administrator fees2014-12-31$20,104
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,596,540
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,133,729
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 name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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$8,858,559
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,337,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,280,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,771,556
Value of total assets at end of year2013-12-31$40,249,516
Value of total assets at beginning of year2013-12-31$33,728,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$57,269
Total interest from all sources2013-12-31$27,225
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,194,525
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$1,194,525
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$915,215
Participant contributions at end of year2013-12-31$629,097
Participant contributions at beginning of year2013-12-31$508,001
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$169,696
Other income not declared elsewhere2013-12-31$3,247,350
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$6,520,661
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,249,516
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,728,855
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$34,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,061,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,506,929
Interest on participant loans2013-12-31$27,041
Value of interest in common/collective trusts at end of year2013-12-31$0
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$1,425,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,139,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,139,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,617,903
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$686,645
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$676,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,280,629
Contract administrator fees2013-12-31$22,275
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,133,729
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$898,016
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 name2013-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2013-12-31410746749
2012 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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$6,592,422
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,829,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,778,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,581,123
Value of total assets at end of year2012-12-31$33,728,855
Value of total assets at beginning of year2012-12-31$28,965,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50,828
Total interest from all sources2012-12-31$25,949
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$755,015
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$755,015
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$884,655
Participant contributions at end of year2012-12-31$508,001
Participant contributions at beginning of year2012-12-31$432,783
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$344,681
Other income not declared elsewhere2012-12-31$1,698,318
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$4,763,288
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,728,855
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,965,567
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$27,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$29,506,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,672,579
Interest on participant loans2012-12-31$17,529
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,139,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,521,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,521,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,532,017
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$1,351,787
Employer contributions (assets) at end of year2012-12-31$676,219
Employer contributions (assets) at beginning of year2012-12-31$676,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,778,306
Contract administrator fees2012-12-31$23,035
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$898,016
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$662,833
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 appraiser2012-12-31Yes
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 name2012-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2012-12-31410746749
2011 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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$787,291
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,905,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,851,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,171,385
Value of total assets at end of year2011-12-31$28,965,567
Value of total assets at beginning of year2011-12-31$30,083,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,607
Total interest from all sources2011-12-31$27,042
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$236,284
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$236,284
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$826,562
Participant contributions at end of year2011-12-31$432,783
Participant contributions at beginning of year2011-12-31$416,743
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,950
Other income not declared elsewhere2011-12-31$-493,198
Administrative expenses (other) incurred2011-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,118,172
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,965,567
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,083,739
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
Investment advisory and management fees2011-12-31$20,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,672,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,549,567
Interest on participant loans2011-12-31$17,447
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,521,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,755,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,755,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,154,222
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$1,325,873
Employer contributions (assets) at end of year2011-12-31$676,119
Employer contributions (assets) at beginning of year2011-12-31$681,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,851,856
Contract administrator fees2011-12-31$33,495
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$662,833
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$680,562
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 appraiser2011-12-31Yes
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 name2011-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2011-12-31410746749
2010 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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$5,824,934
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,745,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,660,666
Expenses. Certain deemed distributions of participant loans2010-12-31$35,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,987,717
Value of total assets at end of year2010-12-31$30,083,739
Value of total assets at beginning of year2010-12-31$33,003,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$48,943
Total interest from all sources2010-12-31$19,263
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$391,117
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$391,117
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 period2010-12-31Yes
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$767,257
Participant contributions at end of year2010-12-31$416,743
Participant contributions at beginning of year2010-12-31$403,655
Assets. Loans (other than to participants) at beginning of year2010-12-31$251,060
Other income not declared elsewhere2010-12-31$1,835,303
Administrative expenses (other) incurred2010-12-31$6,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,920,069
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,083,739
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,003,808
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
Investment advisory and management fees2010-12-31$12,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,549,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,763,622
Interest on participant loans2010-12-31$14,687
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$1,814,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,755,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,591,534
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$1,220,460
Employer contributions (assets) at end of year2010-12-31$681,102
Employer contributions (assets) at beginning of year2010-12-31$1,209,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,660,666
Contract administrator fees2010-12-31$30,346
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$680,562
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$561,492
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 appraiser2010-12-31Yes
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 name2010-12-31LARSON ALLEN
Accountancy firm EIN2010-12-31410746749
2009 : 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC

2020: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 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: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THE JEWETT ORTHOPAEDIC CLINIC LLC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberC00293
Policy instance 1
Insurance contract or identification numberC00293
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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