401k Plan data: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN plan

THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN
Plan identification number	004

THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE CENTER FOR BONE AND JOINT DISEASE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: THE CENTER FOR BONE AND JOINT DISEASE, P.A.

Employer identification number (EIN): 591559073

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about THE CENTER FOR BONE AND JOINT DISEASE, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1974-12-01

Company Identification Number: 465167

Legal Registered Office Address: 7544 JACQUE ROAD

HUDSON

34667

More information about THE CENTER FOR BONE AND JOINT DISEASE, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01 CRAIG BENNETT 2023-10-13
004 2021-01-01 CRAIG BENNETT 2022-10-11
004 2020-01-01
004 2019-01-01 DINA JONES 2020-10-12
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01
004 2013-01-01 CRAIG R. BENNETT 2014-10-13
004 2012-01-01 CRAIG R. BENNETT 2013-10-14
004 2011-01-01 CRAIG R. BENNETT 2012-09-18
004 2010-01-01 CRAIG R. BENNETT 2011-09-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2022-01-01	CRAIG BENNETT	2023-10-13
004	2021-01-01	CRAIG BENNETT	2022-10-11
004	2020-01-01
004	2019-01-01	DINA JONES	2020-10-12
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01
004	2013-01-01	CRAIG R. BENNETT	2014-10-13
004	2012-01-01	CRAIG R. BENNETT	2013-10-14
004	2011-01-01	CRAIG R. BENNETT	2012-09-18
004	2010-01-01	CRAIG R. BENNETT	2011-09-07

Plan Statistics for 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
2022: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 104
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 46
Total of all active and inactive participants 2022-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 150
Number of participants with account balances 2022-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 99
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 126
Number of participants with account balances 2021-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 97
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 116
Number of participants with account balances 2020-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 92
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 117
Number of participants with account balances 2019-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7

Measure	Date	Value
2022: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	104
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	46
Total of all active and inactive participants	2022-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	150
Number of participants with account balances	2022-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	99
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	126
Number of participants with account balances	2021-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	97
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	116
Number of participants with account balances	2020-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	92
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	117
Number of participants with account balances	2019-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7

Financial Data on THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN

Measure	Date	Value
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
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

Form 5500 Responses for THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN

2022: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE CENTER FOR BONE & JOINT DISEASE, P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

26448

Policy instance

Insurance contract or identification number	26448
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-02-18
Total amount of commissions paid to insurance broker	USD $2,708
Total amount of fees paid to insurance company	USD $100
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,393
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	ADMINISTRATIVE EXPENSE

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

26448

Policy instance

Insurance contract or identification number	26448
Number of Individuals Covered	111
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $16,880
Total amount of fees paid to insurance company	USD $2,350
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $11,931
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	ADMINISTRATIVE EXPENSE

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Company Name:	THE CENTER FOR BONE AND JOINT DISEASE, P.A.
Employer identification number (EIN):	591559073
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1974-12-01
Company Identification Number:	465167
Legal Registered Office Address:	7544 JACQUE ROAD HUDSON 34667