THE CENTER FOR BONE AND JOINT DISEASE, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $645 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $270 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,814,402 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $343,900 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $322,910 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,168,857 |
| Value of total assets at end of year | 2023-12-31 | $12,991,867 |
| Value of total assets at beginning of year | 2023-12-31 | $10,520,990 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $20,990 |
| Total interest from all sources | 2023-12-31 | $4,735 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $274,660 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $274,660 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $604,885 |
| Participant contributions at end of year | 2023-12-31 | $24,247 |
| Participant contributions at beginning of year | 2023-12-31 | $15,466 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $84,060 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $645 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $270 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,470,502 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $12,991,222 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $10,520,720 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $20,990 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $10,963,319 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $9,539,715 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $1,524,389 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $488,941 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $488,941 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $4,735 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,366,150 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $479,912 |
| Employer contributions (assets) at end of year | 2023-12-31 | $479,912 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $476,868 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $322,910 |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | ANGLIN REICHMANN ARMSTRONG, P.C. |
| Accountancy firm EIN | 2023-12-31 | 631262841 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $645 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $270 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,814,402 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $343,900 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $322,910 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,168,857 |
| Value of total assets at end of year | 2023-01-01 | $12,991,867 |
| Value of total assets at beginning of year | 2023-01-01 | $10,520,990 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $20,990 |
| Total interest from all sources | 2023-01-01 | $4,735 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $274,660 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $274,660 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $604,885 |
| Participant contributions at end of year | 2023-01-01 | $24,247 |
| Participant contributions at beginning of year | 2023-01-01 | $15,466 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $84,060 |
| Liabilities. Value of operating payables at end of year | 2023-01-01 | $645 |
| Liabilities. Value of operating payables at beginning of year | 2023-01-01 | $270 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,470,502 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $12,991,222 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $10,520,720 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $20,990 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $10,963,319 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $9,539,715 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $1,524,389 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $4,735 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,366,150 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $479,912 |
| Employer contributions (assets) at end of year | 2023-01-01 | $479,912 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $476,868 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $322,910 |
| Liabilities. Value of benefit claims payable at end of year | 2023-01-01 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-01-01 | $0 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | ANGLIN REICHMANN ARMSTRONG, P.C. |
| Accountancy firm EIN | 2023-01-01 | 631262841 |
| 2022 : THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $270 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $700 |
| Total income from all sources (including contributions) | 2022-12-31 | $-452,399 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $354,098 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $333,098 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,063,332 |
| Value of total assets at end of year | 2022-12-31 | $10,520,990 |
| Value of total assets at beginning of year | 2022-12-31 | $11,327,917 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $21,000 |
| Total interest from all sources | 2022-12-31 | $710 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $208,772 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $208,772 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $549,997 |
| Participant contributions at end of year | 2022-12-31 | $15,466 |
| Participant contributions at beginning of year | 2022-12-31 | $16,611 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $36,467 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $270 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $700 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-806,497 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,520,720 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,327,217 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $21,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,539,715 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,379,764 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $488,941 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $451,932 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $451,932 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $710 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,725,213 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $476,868 |
| Employer contributions (assets) at end of year | 2022-12-31 | $476,868 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $479,610 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $333,098 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ANGLIN REICHMANN ARMSTRONG, P.C. |
| Accountancy firm EIN | 2022-12-31 | 631262841 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $270 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $700 |
| Total income from all sources (including contributions) | 2022-01-01 | $-452,399 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $354,098 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $333,098 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,063,332 |
| Value of total assets at end of year | 2022-01-01 | $10,520,990 |
| Value of total assets at beginning of year | 2022-01-01 | $11,327,917 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $21,000 |
| Total interest from all sources | 2022-01-01 | $710 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $208,772 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $208,772 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $549,997 |
| Participant contributions at end of year | 2022-01-01 | $15,466 |
| Participant contributions at beginning of year | 2022-01-01 | $16,611 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $36,467 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $270 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $700 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-806,497 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $10,520,720 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $11,327,217 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $21,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $9,539,715 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $10,379,764 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $488,941 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $710 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,725,213 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $476,868 |
| Employer contributions (assets) at end of year | 2022-01-01 | $476,868 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $479,610 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $333,098 |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-01 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $0 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ANGLIN REICHMANN ARMSTRONG, P.C. |
| Accountancy firm EIN | 2022-01-01 | 631262841 |
| 2021 : THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $700 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $685 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,439,345 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $249,489 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $227,896 |
| Value of total corrective distributions | 2021-12-31 | $593 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,086,229 |
| Value of total assets at end of year | 2021-12-31 | $11,327,917 |
| Value of total assets at beginning of year | 2021-12-31 | $9,138,046 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $21,000 |
| Total interest from all sources | 2021-12-31 | $49 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $212,534 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $212,534 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $560,311 |
| Participant contributions at end of year | 2021-12-31 | $16,611 |
| Participant contributions at beginning of year | 2021-12-31 | $18,420 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $46,308 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $700 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $685 |
| Total non interest bearing cash at end of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,189,856 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,327,217 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,137,361 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $21,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,379,764 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,103,622 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $451,932 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $542,948 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $542,948 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $49 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,140,533 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $479,610 |
| Employer contributions (assets) at end of year | 2021-12-31 | $479,610 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $473,056 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $227,896 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | ANGLIN REICHMANN ARMSTRONG, P.C. |
| Accountancy firm EIN | 2021-12-31 | 631262841 |
| 2020 : THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $685 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $510 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,872,846 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $759,027 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $737,702 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $984,335 |
| Value of total assets at end of year | 2020-12-31 | $9,138,046 |
| Value of total assets at beginning of year | 2020-12-31 | $8,024,052 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $21,325 |
| Total interest from all sources | 2020-12-31 | $562 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $141,209 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $141,209 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $492,681 |
| Participant contributions at end of year | 2020-12-31 | $18,420 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $18,592 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $685 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $12,149 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,113,819 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,137,361 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,023,542 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $21,325 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,103,622 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $7,531,470 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $542,948 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $50,436 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $50,436 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $562 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $746,740 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $473,062 |
| Employer contributions (assets) at end of year | 2020-12-31 | $473,056 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $429,997 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $737,702 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $510 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | ANGLIN REICHMANN ARMSTRONG, P.C. |
| Accountancy firm EIN | 2020-12-31 | 631262841 |
| 2019 : THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $510 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $510 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,087 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,087 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,203,677 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,203,677 |
| Total of all expenses incurred | 2019-12-31 | $834,498 |
| Total of all expenses incurred | 2019-12-31 | $834,498 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $804,098 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $804,098 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $867,876 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $867,876 |
| Value of total assets at end of year | 2019-12-31 | $8,024,052 |
| Value of total assets at end of year | 2019-12-31 | $8,024,052 |
| Value of total assets at beginning of year | 2019-12-31 | $6,655,450 |
| Value of total assets at beginning of year | 2019-12-31 | $6,655,450 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,400 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,400 |
| Total interest from all sources | 2019-12-31 | $623 |
| Total interest from all sources | 2019-12-31 | $623 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $46,820 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $46,820 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $46,820 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $46,820 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $434,168 |
| Contributions received from participants | 2019-12-31 | $434,168 |
| Participant contributions at beginning of year | 2019-12-31 | $1,719 |
| Participant contributions at beginning of year | 2019-12-31 | $1,719 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,711 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,711 |
| Other income not declared elsewhere | 2019-12-31 | $147 |
| Other income not declared elsewhere | 2019-12-31 | $147 |
| Administrative expenses (other) incurred | 2019-12-31 | $30,400 |
| Administrative expenses (other) incurred | 2019-12-31 | $30,400 |
| Total non interest bearing cash at end of year | 2019-12-31 | $12,149 |
| Total non interest bearing cash at end of year | 2019-12-31 | $12,149 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $7,985 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $7,985 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,369,179 |
| Value of net income/loss | 2019-12-31 | $1,369,179 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,023,542 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,023,542 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,654,363 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,654,363 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,596,057 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,596,057 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $7,531,470 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $7,531,470 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $4,605,225 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $4,605,225 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $50,436 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $50,436 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $24,512 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $24,512 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $24,512 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $24,512 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $623 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $623 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $157,235 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $157,235 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,130,976 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,130,976 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $429,997 |
| Contributions received in cash from employer | 2019-12-31 | $429,997 |
| Employer contributions (assets) at end of year | 2019-12-31 | $429,997 |
| Employer contributions (assets) at end of year | 2019-12-31 | $429,997 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $419,952 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $419,952 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $804,098 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $804,098 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $510 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $510 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,087 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,087 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | ANGLIN REICHMANN ARMSTRONG, PC |
| Accountancy firm name | 2019-12-31 | ANGLIN REICHMANN ARMSTRONG, PC |
| Accountancy firm EIN | 2019-12-31 | 631262841 |
| Accountancy firm EIN | 2019-12-31 | 631262841 |