401k Plan data: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST plan

ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

ORTHOPEDIC & FRACTURE CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC & FRACTURE CLINIC, P.A.

Employer identification number (EIN): 820299260

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST

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 JOHN SMITH JOHN SMITH 2019-07-15
001 2017-01-01 JOHN SMITH JOHN SMITH 2018-07-13
001 2016-01-01 JOHN SMITH JOHN SMITH 2017-06-26
001 2015-01-01 JOHN SMITH JOHN SMITH
001 2015-01-01 JOHN SMITH JOHN SMITH 2016-08-11
001 2014-01-01 JOHN SMITH JOHN SMITH 2015-10-01
001 2013-01-01 JOHN SMITH JOHN SMITH 2014-08-27
001 2012-01-01 ROY TWEEDLE ROY TWEEDLE 2013-07-12
001 2011-01-01 ROY TWEEDLE ROY TWEEDLE 2012-08-15
001 2009-01-01 JOHN SMITH JOHN SMITH 2010-07-26

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	JOHN SMITH	JOHN SMITH	2019-07-15
001	2017-01-01	JOHN SMITH	JOHN SMITH	2018-07-13
001	2016-01-01	JOHN SMITH	JOHN SMITH	2017-06-26
001	2015-01-01	JOHN SMITH	JOHN SMITH
001	2015-01-01	JOHN SMITH	JOHN SMITH	2016-08-11
001	2014-01-01	JOHN SMITH	JOHN SMITH	2015-10-01
001	2013-01-01	JOHN SMITH	JOHN SMITH	2014-08-27
001	2012-01-01	ROY TWEEDLE	ROY TWEEDLE	2013-07-12
001	2011-01-01	ROY TWEEDLE	ROY TWEEDLE	2012-08-15
001	2009-01-01	JOHN SMITH	JOHN SMITH	2010-07-26

Plan Statistics for ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 18
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 39
Number of participants with account balances 2022-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 24
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 39
Number of participants with account balances 2021-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 30
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 37
Number of participants with account balances 2020-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 34
Number of participants with account balances 2019-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 24
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 28
Number of participants with account balances 2018-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 29
Number of participants with account balances 2017-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 31
Number of retired or separated participants receiving benefits 2015-01-01 0
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 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 35
Number of participants with account balances 2015-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 31
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
Number of retired or separated participants receiving benefits 2012-01-01 0
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 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 32
Number of participants with account balances 2012-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
Number of retired or separated participants receiving benefits 2009-01-01 3
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 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	18
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	39
Number of participants with account balances	2022-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	24
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	39
Number of participants with account balances	2021-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	30
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	37
Number of participants with account balances	2020-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	34
Number of participants with account balances	2019-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	24
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	28
Number of participants with account balances	2018-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	29
Number of participants with account balances	2017-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	31
Number of retired or separated participants receiving benefits	2015-01-01	0
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	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	35
Number of participants with account balances	2015-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	31
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
Number of retired or separated participants receiving benefits	2012-01-01	0
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	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	32
Number of participants with account balances	2012-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
Number of retired or separated participants receiving benefits	2009-01-01	3
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	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-1,408,110
Expenses. Total of all expenses incurred	2022-12-31	$1,204,833
Benefits paid (including direct rollovers)	2022-12-31	$1,125,104
Total plan assets at end of year	2022-12-31	$7,091,900
Total plan assets at beginning of year	2022-12-31	$9,704,843
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$151,269
Contributions received from other sources (not participants or employers)	2022-12-31	$18,988
Other income received	2022-12-31	$-1,762,403
Net income (gross income less expenses)	2022-12-31	$-2,612,943
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,091,900
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,704,843
Assets. Value of real-estate (other than employer real property)	2022-12-31	$625,000
Total contributions received or receivable from employer(s)	2022-12-31	$184,036
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$79,729
2021 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$1,796,234
Expenses. Total of all expenses incurred	2021-12-31	$245,384
Benefits paid (including direct rollovers)	2021-12-31	$151,731
Total plan assets at end of year	2021-12-31	$9,704,843
Total plan assets at beginning of year	2021-12-31	$8,153,993
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$146,577
Contributions received from other sources (not participants or employers)	2021-12-31	$5,619
Other income received	2021-12-31	$1,471,613
Net income (gross income less expenses)	2021-12-31	$1,550,850
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,704,843
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,153,993
Assets. Value of real-estate (other than employer real property)	2021-12-31	$625,000
Total contributions received or receivable from employer(s)	2021-12-31	$172,425
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$93,653
2020 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$1,609,771
Expenses. Total of all expenses incurred	2020-12-31	$202,489
Benefits paid (including direct rollovers)	2020-12-31	$168,777
Total plan assets at end of year	2020-12-31	$8,153,993
Total plan assets at beginning of year	2020-12-31	$6,746,711
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$164,443
Other income received	2020-12-31	$1,254,308
Net income (gross income less expenses)	2020-12-31	$1,407,282
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,153,993
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,746,711
Assets. Value of real-estate (other than employer real property)	2020-12-31	$625,000
Total contributions received or receivable from employer(s)	2020-12-31	$191,020
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$33,712
2019 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$1,488,649
Expenses. Total of all expenses incurred	2019-12-31	$98,109
Benefits paid (including direct rollovers)	2019-12-31	$68,818
Total plan assets at end of year	2019-12-31	$6,746,711
Total plan assets at beginning of year	2019-12-31	$5,356,171
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$179,122
Contributions received from other sources (not participants or employers)	2019-12-31	$143
Other income received	2019-12-31	$1,101,122
Net income (gross income less expenses)	2019-12-31	$1,390,540
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,746,711
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,356,171
Assets. Value of real-estate (other than employer real property)	2019-12-31	$625,000
Total contributions received or receivable from employer(s)	2019-12-31	$208,262
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$29,291
2018 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-50,686
Expenses. Total of all expenses incurred	2018-12-31	$178,096
Benefits paid (including direct rollovers)	2018-12-31	$146,556
Total plan assets at end of year	2018-12-31	$5,356,171
Total plan assets at beginning of year	2018-12-31	$5,584,953
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$164,324
Contributions received from other sources (not participants or employers)	2018-12-31	$55,093
Other income received	2018-12-31	$-468,139
Net income (gross income less expenses)	2018-12-31	$-228,782
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,356,171
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,584,953
Assets. Value of real-estate (other than employer real property)	2018-12-31	$625,000
Total contributions received or receivable from employer(s)	2018-12-31	$198,036
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$31,540
2017 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$957,328
Expenses. Total of all expenses incurred	2017-12-31	$461,107
Benefits paid (including direct rollovers)	2017-12-31	$437,200
Total plan assets at end of year	2017-12-31	$5,584,953
Total plan assets at beginning of year	2017-12-31	$5,088,732
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$162,933
Other income received	2017-12-31	$600,055
Net income (gross income less expenses)	2017-12-31	$496,221
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,584,953
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,088,732
Assets. Value of real-estate (other than employer real property)	2017-12-31	$625,000
Total contributions received or receivable from employer(s)	2017-12-31	$194,340
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$23,907
2016 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$821,088
Expenses. Total of all expenses incurred	2016-12-31	$278,475
Benefits paid (including direct rollovers)	2016-12-31	$244,694
Total plan assets at end of year	2016-12-31	$5,088,732
Total plan assets at beginning of year	2016-12-31	$4,546,119
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$146,778
Other income received	2016-12-31	$387,655
Net income (gross income less expenses)	2016-12-31	$542,613
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,088,732
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,546,119
Assets. Value of real-estate (other than employer real property)	2016-12-31	$600,000
Total contributions received or receivable from employer(s)	2016-12-31	$286,655
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$33,781
2015 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$343,723
Expenses. Total of all expenses incurred	2015-12-31	$3,938,309
Benefits paid (including direct rollovers)	2015-12-31	$3,894,178
Total plan assets at end of year	2015-12-31	$4,546,119
Total plan assets at beginning of year	2015-12-31	$8,140,705
Value of fidelity bond covering the plan	2015-12-31	$460,000
Total contributions received or receivable from participants	2015-12-31	$161,532
Contributions received from other sources (not participants or employers)	2015-12-31	$17,920
Other income received	2015-12-31	$-115,764
Net income (gross income less expenses)	2015-12-31	$-3,594,586
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,546,119
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,140,705
Assets. Value of real-estate (other than employer real property)	2015-12-31	$467,835
Total contributions received or receivable from employer(s)	2015-12-31	$280,035
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$44,131
2014 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$968,175
Expenses. Total of all expenses incurred	2014-12-31	$169,140
Benefits paid (including direct rollovers)	2014-12-31	$128,306
Total plan assets at end of year	2014-12-31	$8,140,705
Total plan assets at beginning of year	2014-12-31	$7,341,670
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$140,580
Other income received	2014-12-31	$535,796
Net income (gross income less expenses)	2014-12-31	$799,035
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,140,705
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,341,670
Assets. Value of real-estate (other than employer real property)	2014-12-31	$547,835
Total contributions received or receivable from employer(s)	2014-12-31	$291,799
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$40,834
2013 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$1,417,726
Expenses. Total of all expenses incurred	2013-12-31	$178,097
Benefits paid (including direct rollovers)	2013-12-31	$143,346
Total plan assets at end of year	2013-12-31	$7,341,670
Total plan assets at beginning of year	2013-12-31	$6,102,041
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$134,508
Other income received	2013-12-31	$1,005,974
Net income (gross income less expenses)	2013-12-31	$1,239,629
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,341,670
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,102,041
Assets. Value of real-estate (other than employer real property)	2013-12-31	$343,774
Total contributions received or receivable from employer(s)	2013-12-31	$277,244
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$34,751
2012 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$970,601
Expenses. Total of all expenses incurred	2012-12-31	$561,107
Benefits paid (including direct rollovers)	2012-12-31	$526,422
Total plan assets at end of year	2012-12-31	$6,102,041
Total plan assets at beginning of year	2012-12-31	$5,692,547
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$128,472
Other income received	2012-12-31	$584,959
Net income (gross income less expenses)	2012-12-31	$409,494
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,102,041
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,692,547
Assets. Value of real-estate (other than employer real property)	2012-12-31	$100,000
Total contributions received or receivable from employer(s)	2012-12-31	$257,170
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$34,685
2011 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$139,260
Expenses. Total of all expenses incurred	2011-12-31	$213,228
Benefits paid (including direct rollovers)	2011-12-31	$185,955
Total plan assets at end of year	2011-12-31	$5,692,547
Total plan assets at beginning of year	2011-12-31	$5,766,515
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$127,887
Other income received	2011-12-31	$-224,998
Net income (gross income less expenses)	2011-12-31	$-73,968
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,692,547
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,766,515
Assets. Value of real-estate (other than employer real property)	2011-12-31	$100,000
Total contributions received or receivable from employer(s)	2011-12-31	$236,371
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$27,273
2010 : ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$879,223
Expenses. Total of all expenses incurred	2010-12-31	$170,622
Benefits paid (including direct rollovers)	2010-12-31	$130,185
Total plan assets at end of year	2010-12-31	$5,766,515
Total plan assets at beginning of year	2010-12-31	$5,057,914
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$136,731
Other income received	2010-12-31	$501,672
Net income (gross income less expenses)	2010-12-31	$708,601
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,766,515
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,057,914
Assets. Value of real-estate (other than employer real property)	2010-12-31	$125,000
Total contributions received or receivable from employer(s)	2010-12-31	$240,820
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$40,437

Form 5500 Responses for ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST

2022: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHOPEDIC & FRACTURE CLINIC, P.A.
Employer identification number (EIN):	820299260
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)