401k Plan data: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN plan

ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN
Plan identification number	001

ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) 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.
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.
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

ORTHOPAEDIC CLINIC OF MONROE, AMC has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC CLINIC OF MONROE, AMC

Employer identification number (EIN): 720700507

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 MELISSA TERITO
001 2014-01-01 MELISSA TERITO
001 2014-01-01 MELISSA TERITO
001 2013-01-01
001 2012-01-01 KEVIN GOLDMAN KEVIN GOLDMAN 2013-07-30
001 2011-01-01 DAVID WINKLER
001 2010-01-01 DAVID WINKLER

Plan Statistics for ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 89
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 98
Number of participants with account balances 2018-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 97
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 108
Number of participants with account balances 2017-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 90
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 100
Number of participants with account balances 2016-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 77
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 88
Number of participants with account balances 2015-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 74
Number of retired or separated participants receiving benefits 2014-01-01 12
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 92
Number of participants with account balances 2014-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 80
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 91
Number of participants with account balances 2013-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 82
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 88
Number of participants with account balances 2012-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 82
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 90
Number of participants with account balances 2011-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 81
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 87
Number of participants with account balances 2010-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2

Measure	Date	Value
2018: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	89
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	98
Number of participants with account balances	2018-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	97
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	108
Number of participants with account balances	2017-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	90
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	100
Number of participants with account balances	2016-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	77
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	88
Number of participants with account balances	2015-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	74
Number of retired or separated participants receiving benefits	2014-01-01	12
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	92
Number of participants with account balances	2014-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	80
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	91
Number of participants with account balances	2013-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	82
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	88
Number of participants with account balances	2012-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	82
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	90
Number of participants with account balances	2011-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	81
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	87
Number of participants with account balances	2010-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2

Financial Data on ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-590,057
Expenses. Total of all expenses incurred	2018-12-31	$2,291,680
Benefits paid (including direct rollovers)	2018-12-31	$2,125,414
Total plan assets at end of year	2018-12-31	$25,567,070
Total plan assets at beginning of year	2018-12-31	$28,448,807
Value of fidelity bond covering the plan	2018-12-31	$700,000
Total contributions received or receivable from participants	2018-12-31	$453,366
Other income received	2018-12-31	$-1,641,988
Net income (gross income less expenses)	2018-12-31	$-2,881,737
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$25,567,070
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$28,448,807
Assets. Value of participant loans	2018-12-31	$422,852
Assets. Value of real-estate (other than employer real property)	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$598,565
Value of corrective distributions	2018-12-31	$500
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$165,766
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$4,631,995
Expenses. Total of all expenses incurred	2017-12-31	$646,468
Benefits paid (including direct rollovers)	2017-12-31	$480,353
Total plan assets at end of year	2017-12-31	$28,448,807
Total plan assets at beginning of year	2017-12-31	$24,463,280
Value of fidelity bond covering the plan	2017-12-31	$700,000
Total contributions received or receivable from participants	2017-12-31	$464,004
Other income received	2017-12-31	$3,503,924
Net income (gross income less expenses)	2017-12-31	$3,985,527
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$28,448,807
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$24,463,280
Assets. Value of participant loans	2017-12-31	$411,036
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$579,979
Total contributions received or receivable from employer(s)	2017-12-31	$664,067
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$166,115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$2,969,206
Expenses. Total of all expenses incurred	2016-12-31	$551,047
Benefits paid (including direct rollovers)	2016-12-31	$397,602
Total plan assets at end of year	2016-12-31	$24,463,280
Total plan assets at beginning of year	2016-12-31	$22,045,121
Value of fidelity bond covering the plan	2016-12-31	$700,000
Assets. Value of tangible personal property	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$427,479
Contributions received from other sources (not participants or employers)	2016-12-31	$62,198
Other income received	2016-12-31	$1,844,858
Net income (gross income less expenses)	2016-12-31	$2,418,159
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$24,463,280
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$22,045,121
Assets. Value of participant loans	2016-12-31	$342,982
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$47,200
Assets. Value of real-estate (other than employer real property)	2016-12-31	$555,550
Total contributions received or receivable from employer(s)	2016-12-31	$634,671
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$153,445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$834,249
Expenses. Total of all expenses incurred	2015-12-31	$6,196,038
Benefits paid (including direct rollovers)	2015-12-31	$6,042,477
Total plan assets at end of year	2015-12-31	$22,045,121
Total plan assets at beginning of year	2015-12-31	$27,406,910
Value of fidelity bond covering the plan	2015-12-31	$700,000
Assets. Value of tangible personal property	2015-12-31	$3,500
Total contributions received or receivable from participants	2015-12-31	$403,691
Other income received	2015-12-31	$-135,114
Net income (gross income less expenses)	2015-12-31	$-5,361,789
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$22,045,121
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$27,406,910
Assets. Value of participant loans	2015-12-31	$362,249
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$47,500
Total contributions received or receivable from employer(s)	2015-12-31	$565,672
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$153,561
2014 : ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$2,715,264
Expenses. Total of all expenses incurred	2014-12-31	$715,190
Benefits paid (including direct rollovers)	2014-12-31	$560,443
Total plan assets at end of year	2014-12-31	$27,406,910
Total plan assets at beginning of year	2014-12-31	$25,406,836
Value of fidelity bond covering the plan	2014-12-31	$700,000
Assets. Value of tangible personal property	2014-12-31	$3,500
Total contributions received or receivable from participants	2014-12-31	$426,519
Other income received	2014-12-31	$1,658,919
Net income (gross income less expenses)	2014-12-31	$2,000,074
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$27,406,910
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$25,406,836
Assets. Value of participant loans	2014-12-31	$502,849
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$47,500
Total contributions received or receivable from employer(s)	2014-12-31	$629,826
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$154,747
2013 : ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$4,431,640
Expenses. Total of all expenses incurred	2013-12-31	$1,359,768
Benefits paid (including direct rollovers)	2013-12-31	$1,215,095
Total plan assets at end of year	2013-12-31	$25,406,836
Total plan assets at beginning of year	2013-12-31	$22,334,964
Value of fidelity bond covering the plan	2013-12-31	$700,000
Assets. Value of tangible personal property	2013-12-31	$3,500
Total contributions received or receivable from participants	2013-12-31	$420,440
Other income received	2013-12-31	$3,414,149
Net income (gross income less expenses)	2013-12-31	$3,071,872
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$25,406,836
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$22,334,964
Assets. Value of participant loans	2013-12-31	$542,910
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$47,500
Total contributions received or receivable from employer(s)	2013-12-31	$597,051
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$144,673
2012 : ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$3,050,783
Expenses. Total of all expenses incurred	2012-12-31	$1,312,693
Benefits paid (including direct rollovers)	2012-12-31	$1,190,920
Total plan assets at end of year	2012-12-31	$22,334,964
Total plan assets at beginning of year	2012-12-31	$20,596,874
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Assets. Value of tangible personal property	2012-12-31	$3,500
Total contributions received or receivable from participants	2012-12-31	$411,519
Other income received	2012-12-31	$2,040,217
Net income (gross income less expenses)	2012-12-31	$1,738,090
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$22,334,964
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$20,596,874
Assets. Value of participant loans	2012-12-31	$506,796
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$854,665
Total contributions received or receivable from employer(s)	2012-12-31	$599,047
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$121,773
2011 : ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,233,860
Expenses. Total of all expenses incurred	2011-12-31	$2,003,967
Benefits paid (including direct rollovers)	2011-12-31	$1,886,008
Total plan assets at end of year	2011-12-31	$20,596,874
Total plan assets at beginning of year	2011-12-31	$21,366,981
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Assets. Value of tangible personal property	2011-12-31	$3,150
Total contributions received or receivable from participants	2011-12-31	$424,193
Contributions received from other sources (not participants or employers)	2011-12-31	$6,390
Other income received	2011-12-31	$194,363
Net income (gross income less expenses)	2011-12-31	$-770,107
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$20,596,874
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$21,366,981
Assets. Value of participant loans	2011-12-31	$525,625
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,879,000
Total contributions received or receivable from employer(s)	2011-12-31	$608,914
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$117,959
2010 : ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$3,289,151
Expenses. Total of all expenses incurred	2010-12-31	$809,346
Benefits paid (including direct rollovers)	2010-12-31	$703,844
Total plan assets at end of year	2010-12-31	$21,366,981
Total plan assets at beginning of year	2010-12-31	$18,887,176
Value of fidelity bond covering the plan	2010-12-31	$700,000
Assets. Value of tangible personal property	2010-12-31	$3,150
Total contributions received or receivable from participants	2010-12-31	$431,274
Other income received	2010-12-31	$2,291,999
Net income (gross income less expenses)	2010-12-31	$2,479,805
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$21,366,981
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$18,887,176
Assets. Value of participant loans	2010-12-31	$503,559
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$2,087,500
Assets. Value of real-estate (other than employer real property)	2010-12-31	$145,000
Total contributions received or receivable from employer(s)	2010-12-31	$565,878
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$105,502

Form 5500 Responses for ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN

2018: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ORTHOPAEDIC CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370101-01

Policy instance

Insurance contract or identification number	370101-01
Number of Individuals Covered	8
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370101-01

Policy instance

Insurance contract or identification number	370101-01
Number of Individuals Covered	9
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370101-01

Policy instance

Insurance contract or identification number	370101-01
Number of Individuals Covered	2
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370101-01

Policy instance

Insurance contract or identification number	370101-01
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370101-01

Policy instance

Insurance contract or identification number	370101-01
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

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Company Name:	ORTHOPAEDIC CLINIC OF MONROE, AMC
Employer identification number (EIN):	720700507
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	MELISSA TERITO
001	2014-01-01	MELISSA TERITO
001	2014-01-01	MELISSA TERITO
001	2013-01-01
001	2012-01-01	KEVIN GOLDMAN	KEVIN GOLDMAN	2013-07-30
001	2011-01-01	DAVID WINKLER
001	2010-01-01	DAVID WINKLER