401k Plan data: TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN plan

TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

TRI-STATE ORTHOPEDIC PRODUCTS, INC. 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRI-STATE ORTHOPEDIC PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRI-STATE ORTHOPEDIC PRODUCTS, INC.

Employer identification number (EIN): 753038334

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about TRI-STATE ORTHOPEDIC PRODUCTS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2002-03-12

Company Identification Number: 1305647

Legal Registered Office Address: 6325 MIAMI RD
-
CINCINNATI
United States of America (USA)
45243

More information about TRI-STATE ORTHOPEDIC PRODUCTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI-STATE ORTHOPEDIC PRODUCTS, INC. 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 SCOTT BLACKWELDER 2023-04-17
001 2021-01-01 SCOTT BLACKWELDER 2022-06-10
001 2020-01-01 SCOTT BLACKWELDER 2021-05-06
001 2018-01-01 SCOTT BLACKWELDER 2019-05-13
001 2017-01-01 SCOTT BLACKWELDER 2018-07-09
001 2016-01-01 SCOTT BLACKWELDER 2017-07-14
001 2015-01-01 SCOTT BLACKWELDER 2016-07-27
001 2014-01-01 SCOTT BLACKWELDER 2015-06-22
001 2013-01-01 SCOTT BLACKWELDER 2014-07-18
001 2012-01-01 SCOTT BLACKWELDER 2013-07-17
001 2011-01-01 SCOTT BLACKWELDER
001 2010-01-01 SCOTT BLACKWELDER
001 2009-01-01 SCOTT BLACKWELDER SCOTT BLACKWELDER 2010-04-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SCOTT BLACKWELDER	2023-04-17
001	2021-01-01	SCOTT BLACKWELDER	2022-06-10
001	2020-01-01	SCOTT BLACKWELDER	2021-05-06
001	2018-01-01	SCOTT BLACKWELDER	2019-05-13
001	2017-01-01	SCOTT BLACKWELDER	2018-07-09
001	2016-01-01	SCOTT BLACKWELDER	2017-07-14
001	2015-01-01	SCOTT BLACKWELDER	2016-07-27
001	2014-01-01	SCOTT BLACKWELDER	2015-06-22
001	2013-01-01	SCOTT BLACKWELDER	2014-07-18
001	2012-01-01	SCOTT BLACKWELDER	2013-07-17
001	2011-01-01	SCOTT BLACKWELDER
001	2010-01-01	SCOTT BLACKWELDER
001	2009-01-01	SCOTT BLACKWELDER		SCOTT BLACKWELDER	2010-04-26

Plan Statistics for TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 1
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 6
2010: TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
2009: TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2011: TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	1
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	6
2010: TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
2009: TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$108,968
Expenses. Total of all expenses incurred	2011-12-31	$8,113
Total plan assets at end of year	2011-12-31	$432,923
Total plan assets at beginning of year	2011-12-31	$332,068
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$46,318
Other income received	2011-12-31	$-15,610
Net income (gross income less expenses)	2011-12-31	$100,855
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$432,923
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$332,068
Total contributions received or receivable from employer(s)	2011-12-31	$78,260
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,113
2010 : TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$157,731
Expenses. Total of all expenses incurred	2010-12-31	$6,469
Total plan assets at end of year	2010-12-31	$332,068
Total plan assets at beginning of year	2010-12-31	$180,806
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$43,524
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,469
Other income received	2010-12-31	$38,207
Net income (gross income less expenses)	2010-12-31	$151,262
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$332,068
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$180,806
Total contributions received or receivable from employer(s)	2010-12-31	$76,000

Form 5500 Responses for TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

2011: TRI-STATE ORTHOPEDIC PRODUCTS, INC. 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: TRI-STATE ORTHOPEDIC PRODUCTS, INC. 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
2009: TRI-STATE ORTHOPEDIC PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

TRI-STATE ORTHOPEDIC INSTITUTE 401K PROFIT SHARING PLAN [EIN = 860729474]

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Company Name:	TRI-STATE ORTHOPEDIC PRODUCTS, INC.
Employer identification number (EIN):	753038334
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2002-03-12
Company Identification Number:	1305647
Legal Registered Office Address:	6325 MIAMI RD - CINCINNATI United States of America (USA) 45243