401k Plan data: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP plan

SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 401k Plan overview

Plan Name	SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP
Plan identification number	001

SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN OREGON ORTHOPEDICS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN OREGON ORTHOPEDICS, INC.

Employer identification number (EIN): 930587572

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

Additional information about SOUTHERN OREGON ORTHOPEDICS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1970-12-24

Company Identification Number: 9162611

Legal Registered Office Address: 1203 WILLAMETTE STREET STE 200

EUGENE
United States of America (USA)
97401

More information about SOUTHERN OREGON ORTHOPEDICS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHARLES VERSTEEG
001 2016-01-01 STEVEN CHAMBERLAIN
001 2015-01-01 STEVEN CHAMBERLAIN
001 2015-01-01 STEVEN CHAMBERLAIN
001 2014-01-01 STEVEN CHAMBERLAIN
001 2013-01-01 STEVEN CHAMBERLAIN
001 2012-01-01 STEVEN CHAMBERLAIN
001 2011-01-01 STEVEN CHAMBERLAIN 2012-10-02
001 2010-01-01 STEVEN CHAMBERLAIN 2011-07-18

Plan Statistics for SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP

401k plan membership statisitcs for SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP

Measure Date Value
2021: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 146
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 45
Total of all active and inactive participants 2021-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 191
Number of participants with account balances 2021-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 137
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 43
Total of all active and inactive participants 2020-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 180
Number of participants with account balances 2020-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 155
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 45
Total of all active and inactive participants 2019-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 200
Number of participants with account balances 2019-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 134
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 36
Total of all active and inactive participants 2018-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 170
Number of participants with account balances 2018-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 98
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 35
Total of all active and inactive participants 2017-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 133
Number of participants with account balances 2017-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 91
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 38
Total of all active and inactive participants 2016-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 129
Number of participants with account balances 2016-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 92
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 22
Total of all active and inactive participants 2015-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 117
Number of participants with account balances 2015-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 84
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 48
Total of all active and inactive participants 2014-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 132
Number of participants with account balances 2014-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 67
Number of retired or separated participants receiving benefits 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 102
Number of participants with account balances 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 73
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 21
Total of all active and inactive participants 2012-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 94
Number of participants with account balances 2012-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2021: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	146
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	45
Total of all active and inactive participants	2021-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	191
Number of participants with account balances	2021-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	137
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	43
Total of all active and inactive participants	2020-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	180
Number of participants with account balances	2020-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	155
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	45
Total of all active and inactive participants	2019-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	200
Number of participants with account balances	2019-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	134
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	36
Total of all active and inactive participants	2018-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	170
Number of participants with account balances	2018-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	98
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	35
Total of all active and inactive participants	2017-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	133
Number of participants with account balances	2017-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	91
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	38
Total of all active and inactive participants	2016-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	129
Number of participants with account balances	2016-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	92
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	22
Total of all active and inactive participants	2015-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	117
Number of participants with account balances	2015-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	84
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	48
Total of all active and inactive participants	2014-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	132
Number of participants with account balances	2014-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	67
Number of retired or separated participants receiving benefits	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	102
Number of participants with account balances	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	73
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	21
Total of all active and inactive participants	2012-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	94
Number of participants with account balances	2012-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP

Measure	Date	Value
2022 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,623,081
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$526,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$438,380
Expenses. Certain deemed distributions of participant loans	2022-12-31	$972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,859,980
Value of total assets at end of year	2022-12-31	$19,449,635
Value of total assets at beginning of year	2022-12-31	$21,598,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$86,695
Total interest from all sources	2022-12-31	$8,340
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$262,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$262,317
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$733,207
Participant contributions at end of year	2022-12-31	$105,375
Participant contributions at beginning of year	2022-12-31	$156,526
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,406,857
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,728,961
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$116,093
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$416
Other income not declared elsewhere	2022-12-31	$-358,666
Total non interest bearing cash at beginning of year	2022-12-31	$4,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,149,128
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,449,635
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,598,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$21,928
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,362,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,855,931
Interest on participant loans	2022-12-31	$8,340
Value of interest in common/collective trusts at end of year	2022-12-31	$2,848,272
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,141,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,938,586
Net investment gain or loss from common/collective trusts	2022-12-31	$-456,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,010,680
Employer contributions (assets) at end of year	2022-12-31	$726,879
Employer contributions (assets) at beginning of year	2022-12-31	$711,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$437,964
Contract administrator fees	2022-12-31	$64,767
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,318,548
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$456,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$369,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,746,891
Value of total assets at end of year	2021-12-31	$21,598,763
Value of total assets at beginning of year	2021-12-31	$17,736,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$86,724
Total interest from all sources	2021-12-31	$11,585
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$225,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$225,764
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$725,927
Participant contributions at end of year	2021-12-31	$156,526
Participant contributions at beginning of year	2021-12-31	$185,085
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,728,961
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$2,452,314
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$32,951
Other income not declared elsewhere	2021-12-31	$246,898
Administrative expenses (other) incurred	2021-12-31	$38,708
Total non interest bearing cash at end of year	2021-12-31	$4,942
Total non interest bearing cash at beginning of year	2021-12-31	$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,862,394
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,598,763
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,736,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$12,664
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,855,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,800,690
Interest on participant loans	2021-12-31	$11,585
Value of interest in common/collective trusts at end of year	2021-12-31	$3,141,156
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,617,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,597,249
Net investment gain or loss from common/collective trusts	2021-12-31	$490,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$988,013
Employer contributions (assets) at end of year	2021-12-31	$711,247
Employer contributions (assets) at beginning of year	2021-12-31	$679,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$369,430
Contract administrator fees	2021-12-31	$35,352
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$141,369
Total unrealized appreciation/depreciation of assets	2020-12-31	$141,369
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,594,751
Total loss/gain on sale of assets	2020-12-31	$-7,598
Total of all expenses incurred	2020-12-31	$355,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$286,195
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,290,604
Value of total assets at end of year	2020-12-31	$17,736,369
Value of total assets at beginning of year	2020-12-31	$12,497,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$69,461
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$51,468
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$188,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$174,404
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$632,983
Participant contributions at end of year	2020-12-31	$185,085
Participant contributions at beginning of year	2020-12-31	$174,206
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$25,000
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,452,314
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$309,769
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,679,443
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$11,459
Administrative expenses (other) incurred	2020-12-31	$69,461
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$500
Total non interest bearing cash at beginning of year	2020-12-31	$4,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$5,239,095
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$17,736,369
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,497,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,800,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,480,764
Interest on participant loans	2020-12-31	$12,533
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$-61
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$38,815
Value of interest in common/collective trusts at end of year	2020-12-31	$2,617,793
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,529,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$966,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$966,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$181
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,554,894
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$363,753
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$978,178
Employer contributions (assets) at end of year	2020-12-31	$679,987
Employer contributions (assets) at beginning of year	2020-12-31	$625,916
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$14,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$286,195
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$2,530,263
Contract administrator fees	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$850,424
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$103,832
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$111,430
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,861,686
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,861,686
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,861,686
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,861,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,442,200
Total income from all sources (including contributions)	2019-12-31	$3,442,200
Total loss/gain on sale of assets	2019-12-31	$-1,710,489
Total loss/gain on sale of assets	2019-12-31	$-1,710,489
Total of all expenses incurred	2019-12-31	$2,920,552
Total of all expenses incurred	2019-12-31	$2,920,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,864,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,864,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,534,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,534,935
Value of total assets at end of year	2019-12-31	$12,497,274
Value of total assets at end of year	2019-12-31	$12,497,274
Value of total assets at beginning of year	2019-12-31	$11,975,626
Value of total assets at beginning of year	2019-12-31	$11,975,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$55,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$55,943
Total interest from all sources	2019-12-31	$74,651
Total interest from all sources	2019-12-31	$74,651
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$182,798
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$182,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$166,885
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$166,885
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$649,024
Contributions received from participants	2019-12-31	$649,024
Participant contributions at end of year	2019-12-31	$174,206
Participant contributions at end of year	2019-12-31	$174,206
Participant contributions at beginning of year	2019-12-31	$143,035
Participant contributions at beginning of year	2019-12-31	$143,035
Participant contributions at end of year	2019-12-31	$25,000
Participant contributions at beginning of year	2019-12-31	$17,925
Participant contributions at beginning of year	2019-12-31	$17,925
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$309,769
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$309,769
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$629,684
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$629,684
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,309
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,309
Other income not declared elsewhere	2019-12-31	$32,397
Other income not declared elsewhere	2019-12-31	$32,397
Administrative expenses (other) incurred	2019-12-31	$55,943
Administrative expenses (other) incurred	2019-12-31	$55,943
Total non interest bearing cash at end of year	2019-12-31	$4,692
Total non interest bearing cash at end of year	2019-12-31	$4,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$521,648
Value of net income/loss	2019-12-31	$521,648
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,497,274
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,975,626
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,975,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,480,764
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,480,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,620,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,620,527
Interest on participant loans	2019-12-31	$12,302
Interest on participant loans	2019-12-31	$12,302
Interest earned on other investments	2019-12-31	$875
Interest earned on other investments	2019-12-31	$875
Income. Interest from corporate debt instruments	2019-12-31	$59,322
Income. Interest from corporate debt instruments	2019-12-31	$59,322
Value of interest in common/collective trusts at end of year	2019-12-31	$1,529,977
Value of interest in common/collective trusts at end of year	2019-12-31	$1,529,977
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,707,248
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,707,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$966,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$966,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,656,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,656,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,656,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,656,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,204,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,204,609
Net investment gain or loss from common/collective trusts	2019-12-31	$261,613
Net investment gain or loss from common/collective trusts	2019-12-31	$261,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$880,602
Contributions received in cash from employer	2019-12-31	$880,602
Employer contributions (assets) at end of year	2019-12-31	$625,916
Employer contributions (assets) at end of year	2019-12-31	$625,916
Employer contributions (assets) at beginning of year	2019-12-31	$421,068
Employer contributions (assets) at beginning of year	2019-12-31	$421,068
Income. Dividends from common stock	2019-12-31	$15,913
Income. Dividends from common stock	2019-12-31	$15,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,864,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,864,609
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$2,530,263
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$2,530,263
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$474,116
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$474,116
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$850,424
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$850,424
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,305,658
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,305,658
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$2,706,643
Aggregate proceeds on sale of assets	2019-12-31	$2,706,643
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$4,417,132
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$4,417,132
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS LLP
Accountancy firm name	2019-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2019-12-31	910189318
Accountancy firm EIN	2019-12-31	910189318
2018 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-433,528
Total unrealized appreciation/depreciation of assets	2018-12-31	$-433,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$952,934
Total loss/gain on sale of assets	2018-12-31	$-3,699,953
Total of all expenses incurred	2018-12-31	$1,733,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,677,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,213,553
Value of total assets at end of year	2018-12-31	$11,975,626
Value of total assets at beginning of year	2018-12-31	$12,756,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$55,792
Total interest from all sources	2018-12-31	$191,687
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$156,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$126,919
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$446,471
Participant contributions at end of year	2018-12-31	$143,035
Participant contributions at beginning of year	2018-12-31	$161,714
Participant contributions at end of year	2018-12-31	$17,925
Participant contributions at beginning of year	2018-12-31	$49,125
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$629,684
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$768,314
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$97,392
Other income not declared elsewhere	2018-12-31	$4,061,363
Administrative expenses (other) incurred	2018-12-31	$55,792
Total non interest bearing cash at beginning of year	2018-12-31	$18,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-780,460
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,975,626
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,756,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,620,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,797,379
Interest on participant loans	2018-12-31	$7,615
Interest earned on other investments	2018-12-31	$550
Income. Interest from corporate debt instruments	2018-12-31	$179,435
Value of interest in common/collective trusts at end of year	2018-12-31	$1,707,248
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,735,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,656,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,824,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,824,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$4,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-488,562
Net investment gain or loss from common/collective trusts	2018-12-31	$-47,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$669,690
Employer contributions (assets) at end of year	2018-12-31	$421,068
Income. Dividends from common stock	2018-12-31	$29,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,677,602
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$787,183
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$474,116
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$1,305,658
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$1,614,742
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$-2,249,856
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,450,097
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$190,109
Total unrealized appreciation/depreciation of assets	2017-12-31	$190,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,226
Total income from all sources (including contributions)	2017-12-31	$2,654,305
Total loss/gain on sale of assets	2017-12-31	$18,487
Total of all expenses incurred	2017-12-31	$3,666,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,623,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,171,438
Value of total assets at end of year	2017-12-31	$12,756,086
Value of total assets at beginning of year	2017-12-31	$13,770,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$43,431
Total interest from all sources	2017-12-31	$204,008
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$132,648
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$107,544
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$2,732,230
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$406,501
Participant contributions at end of year	2017-12-31	$161,714
Participant contributions at beginning of year	2017-12-31	$109,059
Participant contributions at end of year	2017-12-31	$49,125
Participant contributions at beginning of year	2017-12-31	$65,818
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$768,314
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,226
Administrative expenses (other) incurred	2017-12-31	$43,431
Total non interest bearing cash at end of year	2017-12-31	$18,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-1,012,254
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,756,086
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,768,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$1,704,951
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,797,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,090,028
Interest on participant loans	2017-12-31	$5,439
Interest earned on other investments	2017-12-31	$27,067
Income. Interest from corporate debt instruments	2017-12-31	$170,229
Value of interest in common/collective trusts at end of year	2017-12-31	$1,735,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,824,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,651,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,651,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$609,011
Net investment gain or loss from common/collective trusts	2017-12-31	$328,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$763,014
Employer contributions (assets) at beginning of year	2017-12-31	$58,029
Income. Dividends from common stock	2017-12-31	$25,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,623,128
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$787,183
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$1,358,804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$1,614,742
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$266,819
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$248,332
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$227,969
Total unrealized appreciation/depreciation of assets	2016-12-31	$227,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$100,049
Total income from all sources (including contributions)	2016-12-31	$2,066,707
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,594,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,439,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,161,901
Value of total assets at end of year	2016-12-31	$13,770,566
Value of total assets at beginning of year	2016-12-31	$13,396,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$154,821
Total interest from all sources	2016-12-31	$76,598
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$47,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$410,515
Participant contributions at end of year	2016-12-31	$109,059
Participant contributions at beginning of year	2016-12-31	$119,467
Participant contributions at end of year	2016-12-31	$65,818
Participant contributions at beginning of year	2016-12-31	$35,820
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$2,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$100,049
Other income not declared elsewhere	2016-12-31	$208,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$471,986
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,768,340
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,296,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$1,704,951
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$1,960,717
Investment advisory and management fees	2016-12-31	$93,342
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,090,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,535,953
Interest on participant loans	2016-12-31	$4,467
Income. Interest from corporate debt instruments	2016-12-31	$71,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,651,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,061,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,061,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$176
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$344,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$751,386
Employer contributions (assets) at end of year	2016-12-31	$58,029
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$47,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,439,900
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$1,358,804
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$1,823,392
Contract administrator fees	2016-12-31	$61,479
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$2,732,230
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$859,876
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-386,660
Total unrealized appreciation/depreciation of assets	2015-12-31	$-386,660
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$100,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$171,552
Total income from all sources (including contributions)	2015-12-31	$1,051,546
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$705,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$555,524
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,141,178
Value of total assets at end of year	2015-12-31	$14,263,910
Value of total assets at beginning of year	2015-12-31	$13,989,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$149,672
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$184,600
Administrative expenses professional fees incurred	2015-12-31	$19,327
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$397,705
Participant contributions at end of year	2015-12-31	$119,467
Participant contributions at beginning of year	2015-12-31	$106,747
Participant contributions at end of year	2015-12-31	$35,820
Participant contributions at beginning of year	2015-12-31	$42,826
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$23,874
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$547
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$100,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$171,552
Other income not declared elsewhere	2015-12-31	$202,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$346,350
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,163,861
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,817,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$2,828,224
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$2,739,624
Investment advisory and management fees	2015-12-31	$130,345
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,535,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,738,406
Interest on participant loans	2015-12-31	$4,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,061,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$403,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$403,458
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-90,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$719,599
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$184,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$554,977
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$1,823,392
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$2,014,548
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$859,876
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$943,454
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS
Accountancy firm EIN	2015-12-31	910189318
2014 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$171,713
Total plan liabilities at beginning of year	2014-12-31	$57,382
Total income from all sources	2014-12-31	$1,195,445
Expenses. Total of all expenses incurred	2014-12-31	$952,575
Benefits paid (including direct rollovers)	2014-12-31	$887,782
Total plan assets at end of year	2014-12-31	$13,989,224
Total plan assets at beginning of year	2014-12-31	$13,632,023
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$390,819
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$84,671
Other income received	2014-12-31	$16,198
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$242,870
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$13,817,511
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$13,574,641
Assets. Value of participant loans	2014-12-31	$106,747
Total contributions received or receivable from employer(s)	2014-12-31	$703,757
Value of certain deemed distributions of participant loans	2014-12-31	$4,133
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$60,660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$57,382
Total plan liabilities at beginning of year	2013-12-31	$149
Total income from all sources	2013-12-31	$2,364,026
Expenses. Total of all expenses incurred	2013-12-31	$404,300
Benefits paid (including direct rollovers)	2013-12-31	$354,107
Total plan assets at end of year	2013-12-31	$13,632,023
Total plan assets at beginning of year	2013-12-31	$11,615,064
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$319,923
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,469,589
Net income (gross income less expenses)	2013-12-31	$1,959,726
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$13,574,641
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,614,915
Assets. Value of participant loans	2013-12-31	$146,216
Total contributions received or receivable from employer(s)	2013-12-31	$574,514
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50,193
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$149
Total income from all sources	2012-12-31	$1,783,677
Expenses. Total of all expenses incurred	2012-12-31	$288,679
Benefits paid (including direct rollovers)	2012-12-31	$174,802
Total plan assets at end of year	2012-12-31	$11,615,064
Total plan assets at beginning of year	2012-12-31	$10,119,917
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$335,168
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$9,403
Other income received	2012-12-31	$877,636
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$1,494,998
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,614,915
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$10,119,917
Assets. Value of participant loans	2012-12-31	$160,669
Total contributions received or receivable from employer(s)	2012-12-31	$561,470
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$113,877
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP

2021: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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:	SOUTHERN OREGON ORTHOPEDICS, INC.
Employer identification number (EIN):	930587572
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1970-12-24
Company Identification Number:	9162611
Legal Registered Office Address:	1203 WILLAMETTE STREET STE 200 EUGENE United States of America (USA) 97401