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THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN
Plan identification number 001

THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 ORTHOPAEDIC GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE ORTHOPAEDIC GROUP, P.C.
Employer identification number (EIN):631187140
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01RYAN BEALE2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01PATRICK PAGE PATRICK PAGE2014-10-13
0012012-01-01PATRICK PAGE PATRICK PAGE2013-10-14
0012011-01-01O. PATRICK PAGE O. PATRICK PAGE2012-10-03
0012010-01-01O. PATRICK PAGE O. PATRICK PAGE2011-10-12
0012009-01-01O. PATRICK PAGE O. PATRICK PAGE2010-10-12

Plan Statistics for THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN

Measure Date Value
2022: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01279
Total number of active participants reported on line 7a of the Form 55002022-01-01165
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01246
Number of participants with account balances2022-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01341
Total number of active participants reported on line 7a of the Form 55002021-01-01152
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01232
Number of participants with account balances2021-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01309
Total number of active participants reported on line 7a of the Form 55002020-01-01171
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01150
Total of all active and inactive participants2020-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01330
Number of participants with account balances2020-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01288
Total number of active participants reported on line 7a of the Form 55002019-01-01191
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01287
Number of participants with account balances2019-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01214
Total number of active participants reported on line 7a of the Form 55002018-01-01191
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01288
Number of participants with account balances2018-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01274
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01213
Number of participants with account balances2017-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01235
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0171
Total of all active and inactive participants2016-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01249
Number of participants with account balances2016-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01256
Total number of active participants reported on line 7a of the Form 55002015-01-01171
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01235
Number of participants with account balances2015-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01282
Total number of active participants reported on line 7a of the Form 55002014-01-01181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01229
Number of participants with account balances2014-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01310
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01248
Number of participants with account balances2013-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01232
Total number of active participants reported on line 7a of the Form 55002012-01-01201
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0177
Total of all active and inactive participants2012-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01278
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01230
Total number of active participants reported on line 7a of the Form 55002011-01-01175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01228
Number of participants with account balances2011-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01219
Total number of active participants reported on line 7a of the Form 55002010-01-01176
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0147
Total of all active and inactive participants2010-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01223
Number of participants with account balances2010-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01182
Total number of active participants reported on line 7a of the Form 55002009-01-01179
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01214
Number of participants with account balances2009-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN

Measure Date Value
2022 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,692,856
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,667,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,655,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,188,040
Value of total assets at end of year2022-12-31$39,767,731
Value of total assets at beginning of year2022-12-31$49,127,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,182
Total interest from all sources2022-12-31$10,427
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,387,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,387,777
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$812,594
Participant contributions at end of year2022-12-31$219,834
Participant contributions at beginning of year2022-12-31$223,038
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$139,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,359,977
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,767,731
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,127,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,547,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$48,904,670
Interest on participant loans2022-12-31$10,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,279,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,235,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,655,939
Contract administrator fees2022-12-31$11,182
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RUSSELL, THOMPSON, BUTLER, HOUSTON
Accountancy firm EIN2022-12-31630965059
2021 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,988,483
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,483,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,459,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,330,676
Value of total assets at end of year2021-12-31$49,127,708
Value of total assets at beginning of year2021-12-31$47,622,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,547
Total interest from all sources2021-12-31$10,977
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,799,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,799,989
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$982,104
Participant contributions at end of year2021-12-31$223,038
Participant contributions at beginning of year2021-12-31$248,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,505,379
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,127,708
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,622,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,904,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,373,629
Interest on participant loans2021-12-31$10,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,846,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,348,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,459,557
Contract administrator fees2021-12-31$23,547
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RUSSELL, THOMPSON, BUTLER, HOUSTON
Accountancy firm EIN2021-12-31630965059
2020 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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$8,496,617
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,231,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,216,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,876,617
Value of total assets at end of year2020-12-31$47,622,329
Value of total assets at beginning of year2020-12-31$43,356,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,269
Total interest from all sources2020-12-31$12,141
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,078,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,078,161
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
Contributions received from participants2020-12-31$555,362
Participant contributions at end of year2020-12-31$248,700
Participant contributions at beginning of year2020-12-31$232,627
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,236
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$4,265,363
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,622,329
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,356,966
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$47,373,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,124,339
Interest on participant loans2020-12-31$12,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,529,698
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
Contributions received in cash from employer2020-12-31$1,289,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,216,985
Contract administrator fees2020-12-31$14,269
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RUSSELL, THOMPSON, BUTLER, HOUSTON
Accountancy firm EIN2020-12-31630965059
2019 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2019 401k financial data
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 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$10,421,424
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$866,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$853,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,613,010
Value of total assets at end of year2019-12-31$43,356,966
Value of total assets at beginning of year2019-12-31$33,801,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,892
Total interest from all sources2019-12-31$13,988
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,206,983
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$1,206,983
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$718,284
Participant contributions at end of year2019-12-31$232,627
Participant contributions at beginning of year2019-12-31$338,400
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$477,440
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$9,554,997
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,356,966
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,801,969
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 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$43,124,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,463,569
Interest on participant loans2019-12-31$13,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,587,443
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,417,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$853,535
Contract administrator fees2019-12-31$12,892
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RUSSELL, THOMPSON, BUTLER, HOUSTON
Accountancy firm EIN2019-12-31630965059
2018 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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$467,559
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$706,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$694,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,217,060
Value of total assets at end of year2018-12-31$33,801,969
Value of total assets at beginning of year2018-12-31$34,041,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,012
Total interest from all sources2018-12-31$14,633
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,496,418
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$1,496,418
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$743,962
Participant contributions at end of year2018-12-31$338,400
Participant contributions at beginning of year2018-12-31$336,054
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-239,235
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,801,969
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,041,204
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$33,463,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,705,150
Interest on participant loans2018-12-31$14,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,260,552
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$1,463,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$694,782
Contract administrator fees2018-12-31$12,012
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 name2018-12-31RUSSELL THOMPSON BUTLER & HOUSTON
Accountancy firm EIN2018-12-31630965059
2017 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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$6,623,911
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$937,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$924,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,044,740
Value of total assets at end of year2017-12-31$34,041,204
Value of total assets at beginning of year2017-12-31$28,354,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,574
Total interest from all sources2017-12-31$14,059
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$988,991
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$988,991
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$761,091
Participant contributions at end of year2017-12-31$336,054
Participant contributions at beginning of year2017-12-31$339,661
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$59,137
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$5,686,789
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,041,204
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,354,415
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$33,705,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,014,754
Interest on participant loans2017-12-31$14,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,576,121
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$1,224,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$924,548
Contract administrator fees2017-12-31$12,574
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 name2017-12-31RUSSELL THOMPSON BUTLER & HOUSTON
Accountancy firm EIN2017-12-31630965059
2016 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,174,204
Total of all expenses incurred2016-12-31$1,983,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,972,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,074,408
Value of total assets at end of year2016-12-31$28,354,415
Value of total assets at beginning of year2016-12-31$26,163,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,714
Total interest from all sources2016-12-31$13,313
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$746,115
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$746,115
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 period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$645,257
Participant contributions at end of year2016-12-31$339,661
Participant contributions at beginning of year2016-12-31$339,488
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$157,363
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$2,190,712
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,354,415
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,163,703
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$28,014,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,824,215
Interest on participant loans2016-12-31$13,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,340,368
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$1,271,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,972,778
Contract administrator fees2016-12-31$10,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31RUSSELL THOMPSON BUTLER & HOUSTON
Accountancy firm EIN2016-12-31630965059
2015 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,962,572
Total of all expenses incurred2015-12-31$794,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$781,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,887,365
Value of total assets at end of year2015-12-31$26,163,703
Value of total assets at beginning of year2015-12-31$24,995,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,815
Total interest from all sources2015-12-31$14,655
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$849,445
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$849,445
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$626,916
Participant contributions at end of year2015-12-31$339,488
Participant contributions at beginning of year2015-12-31$309,241
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,168,004
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,163,703
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,995,699
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$12,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,824,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,686,458
Interest on participant loans2015-12-31$14,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-788,893
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$1,239,655
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$781,753
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 name2015-12-31RUSSELL THOMPSON BUTLER & HOUSTON
Accountancy firm EIN2015-12-31630965059
2014 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,482,138
Total of all expenses incurred2014-12-31$1,183,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,160,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,731,329
Value of total assets at end of year2014-12-31$24,995,699
Value of total assets at beginning of year2014-12-31$22,697,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,899
Total interest from all sources2014-12-31$11,178
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$747,707
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$747,707
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$648,365
Participant contributions at end of year2014-12-31$309,241
Participant contributions at beginning of year2014-12-31$214,133
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,298,591
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,995,699
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,697,108
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$22,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,686,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,482,975
Interest on participant loans2014-12-31$11,178
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
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$991,924
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$1,082,964
Employer contributions (assets) at end of year2014-12-31$0
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$1,160,648
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 name2014-12-31RUSSELL THOMPSON BUTLER & HOUSTON
Accountancy firm EIN2014-12-31630965059
2013 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,019,948
Total of all expenses incurred2013-12-31$559,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$547,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,975,560
Value of total assets at end of year2013-12-31$22,697,108
Value of total assets at beginning of year2013-12-31$18,236,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,734
Total interest from all sources2013-12-31$11,734
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$620,913
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$620,913
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$858,676
Participant contributions at end of year2013-12-31$214,133
Participant contributions at beginning of year2013-12-31$269,779
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,583
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$4,460,557
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,697,108
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,236,551
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,482,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,667,006
Interest on participant loans2013-12-31$11,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$299,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$299,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,411,741
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$1,108,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$547,657
Contract administrator fees2013-12-31$11,734
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 name2013-12-31RUSSELL THOMPSON BUTLER & HOUSTON
Accountancy firm EIN2013-12-31630965059
2012 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,558,668
Total of all expenses incurred2012-12-31$4,560,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,554,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,770,133
Value of total assets at end of year2012-12-31$18,236,551
Value of total assets at beginning of year2012-12-31$19,238,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,645
Total interest from all sources2012-12-31$10,949
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$278,542
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$278,542
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$632,511
Participant contributions at end of year2012-12-31$269,779
Participant contributions at beginning of year2012-12-31$238,960
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$13,646,619
Other income not declared elsewhere2012-12-31$11,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,002,126
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,236,551
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,238,677
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,667,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,353,098
Interest on participant loans2012-12-31$10,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$299,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,487,463
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$1,137,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,554,149
Contract administrator fees2012-12-31$6,645
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RUSSELL THOMPSON BUTLER & HOUSTON
Accountancy firm EIN2012-12-31630965059
2011 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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$1,765,660
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$258,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$236,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,459,930
Value of total assets at end of year2011-12-31$19,238,677
Value of total assets at beginning of year2011-12-31$17,732,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,742
Total interest from all sources2011-12-31$8,224
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$59,690
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$59,690
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$377,753
Participant contributions at end of year2011-12-31$238,960
Participant contributions at beginning of year2011-12-31$145,652
Assets. Other investments not covered elsewhere at end of year2011-12-31$13,646,619
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$12,518,401
Other income not declared elsewhere2011-12-31$410,689
Administrative expenses (other) incurred2011-12-31$22,742
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$1,506,671
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,238,677
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,732,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,353,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,067,953
Interest on participant loans2011-12-31$8,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-172,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,082,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$236,247
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RUSSELL THOMPSON BUTLER & HOUSTON
Accountancy firm EIN2011-12-31630965059
2010 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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$3,005,224
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$374,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$369,902
Expenses. Certain deemed distributions of participant loans2010-12-31$2
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,812,938
Value of total assets at end of year2010-12-31$17,732,006
Value of total assets at beginning of year2010-12-31$15,100,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,221
Total interest from all sources2010-12-31$8,793
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$47,030
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$47,030
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$756,988
Participant contributions at end of year2010-12-31$145,652
Participant contributions at beginning of year2010-12-31$162,345
Assets. Other investments not covered elsewhere at end of year2010-12-31$12,518,401
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,799,082
Other income not declared elsewhere2010-12-31$794,401
Administrative expenses (other) incurred2010-12-31$4,221
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$2,631,099
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,732,006
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,100,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,067,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,139,480
Interest on participant loans2010-12-31$8,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$342,062
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,055,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$369,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RUSSELL THOMPSON BUTLER & HOUSTON
Accountancy firm EIN2010-12-31630965059
2009 : THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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 THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN

2022: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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 filingNo
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: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 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: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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