401k Plan data: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN plan

UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN
Plan identification number	001

UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.
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

UPPER VALLEY ORTHOPEDICS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: UPPER VALLEY ORTHOPEDICS, PLLC

Employer identification number (EIN): 820505476

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPPER VALLEY ORTHOPEDICS, PLLC 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 MIKE LARSON 2022-10-14 MIKE LARSON 2022-10-14
001 2020-01-01 MIKE LARSON 2021-10-15 MIKE LARSON 2021-10-15
001 2019-01-01 KEVIN LEE 2020-10-13 KEVIN LEE 2020-10-13
001 2018-01-01 KEVIN LEE 2019-10-14 KEVIN LEE 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MICHAEL J. LARSON MICHAEL J. LARSON 2013-10-15
001 2011-01-01 MICHAEL J. LARSON 2012-10-15 MICHAEL J. LARSON 2012-10-15
001 2010-01-01 MICHAEL J. LARSON 2011-10-12 MICHAEL J. LARSON 2011-10-12

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	MIKE LARSON	2022-10-14	MIKE LARSON	2022-10-14
001	2020-01-01	MIKE LARSON	2021-10-15	MIKE LARSON	2021-10-15
001	2019-01-01	KEVIN LEE	2020-10-13	KEVIN LEE	2020-10-13
001	2018-01-01	KEVIN LEE	2019-10-14	KEVIN LEE	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MICHAEL J. LARSON		MICHAEL J. LARSON	2013-10-15
001	2011-01-01	MICHAEL J. LARSON	2012-10-15	MICHAEL J. LARSON	2012-10-15
001	2010-01-01	MICHAEL J. LARSON	2011-10-12	MICHAEL J. LARSON	2011-10-12

Plan Statistics for UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN

401k plan membership statisitcs for UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN

Measure Date Value
2021: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
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 2
Total of all active and inactive participants 2021-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 14
Number of participants with account balances 2021-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 14
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 15
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
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 2
Total of all active and inactive participants 2018-01-01 15
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 12
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 12
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
2015: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
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 1
Total of all active and inactive participants 2015-01-01 11
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Total of all active and inactive participants 2014-01-01 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
2013: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
2012: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6

Measure	Date	Value
2021: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
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	2
Total of all active and inactive participants	2021-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	14
Number of participants with account balances	2021-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	14
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	15
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
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	2
Total of all active and inactive participants	2018-01-01	15
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	12
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	12
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
2015: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
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	1
Total of all active and inactive participants	2015-01-01	11
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Total of all active and inactive participants	2014-01-01	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
2013: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
2012: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6

Financial Data on UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN

Measure	Date	Value
2021 : UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,325,870
Expenses. Total of all expenses incurred	2021-12-31	$842,722
Benefits paid (including direct rollovers)	2021-12-31	$842,722
Total plan assets at end of year	2021-12-31	$7,508,817
Total plan assets at beginning of year	2021-12-31	$7,025,669
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$90,650
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,087,719
Net income (gross income less expenses)	2021-12-31	$483,148
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,508,817
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,025,669
Assets. Value of real-estate (other than employer real property)	2021-12-31	$220,000
Total contributions received or receivable from employer(s)	2021-12-31	$147,501
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,116,040
Expenses. Total of all expenses incurred	2020-12-31	$3,923
Benefits paid (including direct rollovers)	2020-12-31	$3,923
Total plan assets at end of year	2020-12-31	$7,025,669
Total plan assets at beginning of year	2020-12-31	$5,913,552
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$92,550
Other income received	2020-12-31	$869,445
Net income (gross income less expenses)	2020-12-31	$1,112,117
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,025,669
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,913,552
Assets. Value of real-estate (other than employer real property)	2020-12-31	$220,000
Total contributions received or receivable from employer(s)	2020-12-31	$154,045
2019 : UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,272,479
Total plan assets at end of year	2019-12-31	$5,913,552
Total plan assets at beginning of year	2019-12-31	$4,641,073
Value of fidelity bond covering the plan	2019-12-31	$450,000
Total contributions received or receivable from participants	2019-12-31	$98,850
Other income received	2019-12-31	$1,020,173
Net income (gross income less expenses)	2019-12-31	$1,272,479
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,913,552
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,641,073
Assets. Value of real-estate (other than employer real property)	2019-12-31	$210,000
Total contributions received or receivable from employer(s)	2019-12-31	$153,456
2018 : UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-70,488
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$4,641,073
Total plan assets at beginning of year	2018-12-31	$4,711,561
Value of fidelity bond covering the plan	2018-12-31	$390,000
Total contributions received or receivable from participants	2018-12-31	$89,800
Other income received	2018-12-31	$-311,492
Net income (gross income less expenses)	2018-12-31	$-70,488
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,641,073
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,711,561
Assets. Value of real-estate (other than employer real property)	2018-12-31	$210,000
Total contributions received or receivable from employer(s)	2018-12-31	$151,204
2017 : UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$828,628
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$4,711,561
Total plan assets at beginning of year	2017-12-31	$3,882,933
Value of fidelity bond covering the plan	2017-12-31	$390,000
Total contributions received or receivable from participants	2017-12-31	$88,200
Other income received	2017-12-31	$596,899
Net income (gross income less expenses)	2017-12-31	$828,628
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,711,561
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,882,933
Assets. Value of real-estate (other than employer real property)	2017-12-31	$210,000
Total contributions received or receivable from employer(s)	2017-12-31	$143,529
2016 : UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$496,407
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$3,882,933
Total plan assets at beginning of year	2016-12-31	$3,386,526
Value of fidelity bond covering the plan	2016-12-31	$340,000
Total contributions received or receivable from participants	2016-12-31	$75,300
Other income received	2016-12-31	$284,893
Net income (gross income less expenses)	2016-12-31	$496,407
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,882,933
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,386,526
Assets. Value of real-estate (other than employer real property)	2016-12-31	$210,000
Total contributions received or receivable from employer(s)	2016-12-31	$136,214
2015 : UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$171,263
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$3,386,526
Total plan assets at beginning of year	2015-12-31	$3,215,263
Value of fidelity bond covering the plan	2015-12-31	$330,000
Total contributions received or receivable from participants	2015-12-31	$74,675
Other income received	2015-12-31	$-7,382
Net income (gross income less expenses)	2015-12-31	$171,263
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,386,526
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,215,263
Assets. Value of real-estate (other than employer real property)	2015-12-31	$210,000
Total contributions received or receivable from employer(s)	2015-12-31	$103,970
2014 : UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$291,508
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$3,215,263
Total plan assets at beginning of year	2014-12-31	$2,923,755
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$48,300
Other income received	2014-12-31	$149,721
Net income (gross income less expenses)	2014-12-31	$291,508
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,215,263
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,923,755
Assets. Value of real-estate (other than employer real property)	2014-12-31	$210,000
Total contributions received or receivable from employer(s)	2014-12-31	$93,487
2013 : UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$730,305
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,923,755
Total plan assets at beginning of year	2013-12-31	$2,193,450
Value of fidelity bond covering the plan	2013-12-31	$220,000
Total contributions received or receivable from participants	2013-12-31	$26,600
Other income received	2013-12-31	$613,436
Net income (gross income less expenses)	2013-12-31	$730,305
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,923,755
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,193,450
Assets. Value of real-estate (other than employer real property)	2013-12-31	$95,000
Total contributions received or receivable from employer(s)	2013-12-31	$90,269
2012 : UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$312,006
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,193,450
Total plan assets at beginning of year	2012-12-31	$1,881,444
Value of fidelity bond covering the plan	2012-12-31	$190,000
Total contributions received or receivable from participants	2012-12-31	$26,100
Other income received	2012-12-31	$201,073
Net income (gross income less expenses)	2012-12-31	$312,006
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,193,450
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,881,444
Assets. Value of real-estate (other than employer real property)	2012-12-31	$95,000
Total contributions received or receivable from employer(s)	2012-12-31	$84,833

Form 5500 Responses for UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN

2021: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UPPER VALLEY ORTHOPEDICS, PLLC 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UPPER VALLEY ORTHOPEDICS, PLLC 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UPPER VALLEY ORTHOPEDICS, PLLC 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UPPER VALLEY ORTHOPEDICS, PLLC 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UPPER VALLEY ORTHOPEDICS, PLLC 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UPPER VALLEY ORTHOPEDICS, PLLC 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: UPPER VALLEY ORTHOPEDICS, PLLC 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

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Company Name:	UPPER VALLEY ORTHOPEDICS, PLLC
Employer identification number (EIN):	820505476
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)