401k Plan data: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING plan

SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 401k Plan overview

Plan Name	SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING
Plan identification number	002

SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SAN DIEGO ORTHOPEDIC ASSOCIATE has sponsored the creation of one or more 401k plans.

Company Name: SAN DIEGO ORTHOPEDIC ASSOCIATE

Employer identification number (EIN): 952889938

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 LARRY DODGE LARRY DODGE 2014-10-20
002 2013-01-01 LARRY DODGE
002 2012-01-01 LARRY DODGE LARRY DODGE 2013-10-08
002 2011-01-01 LARRY DODGE
002 2009-01-01 LARRY DODGE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	LARRY DODGE	LARRY DODGE	2014-10-20
002	2013-01-01	LARRY DODGE
002	2012-01-01	LARRY DODGE	LARRY DODGE	2013-10-08
002	2011-01-01	LARRY DODGE
002	2009-01-01	LARRY DODGE

Plan Statistics for SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING

401k plan membership statisitcs for SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING

Measure Date Value
2014: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year 2013-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
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 2
Total of all active and inactive participants 2012-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 37
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year 2011-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 41
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 42
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 40
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 43
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year	2013-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
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	2
Total of all active and inactive participants	2012-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	37
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year	2011-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	41
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	42
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	40
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	43
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING

Measure	Date	Value
2014 : SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2014 401k financial data
Transfers to/from the plan	2014-09-30	$0
Total plan liabilities at end of year	2014-09-30	$0
Total plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$60,002
Expenses. Total of all expenses incurred	2014-09-30	$1,719,268
Benefits paid (including direct rollovers)	2014-09-30	$1,718,758
Total plan assets at end of year	2014-09-30	$0
Total plan assets at beginning of year	2014-09-30	$1,659,266
Value of fidelity bond covering the plan	2014-09-30	$1,000,000
Total contributions received or receivable from participants	2014-09-30	$0
Expenses. Other expenses not covered elsewhere	2014-09-30	$510
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$60,002
Noncash contributions received	2014-09-30	$0
Net income (gross income less expenses)	2014-09-30	$-1,659,266
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,659,266
Total contributions received or receivable from employer(s)	2014-09-30	$0
Value of certain deemed distributions of participant loans	2014-09-30	$0
Value of corrective distributions	2014-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$576,524
Expenses. Total of all expenses incurred	2013-12-31	$10,008,285
Benefits paid (including direct rollovers)	2013-12-31	$10,002,592
Total plan assets at end of year	2013-12-31	$1,659,266
Total plan assets at beginning of year	2013-12-31	$11,091,027
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$576,524
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-9,431,761
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,659,266
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,091,027
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$99,992
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,693
2012 : SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,278,980
Expenses. Total of all expenses incurred	2012-12-31	$283,933
Benefits paid (including direct rollovers)	2012-12-31	$232,247
Total plan assets at end of year	2012-12-31	$11,091,027
Total plan assets at beginning of year	2012-12-31	$10,095,980
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,914
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$1,278,980
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$995,047
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,091,027
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$10,095,980
Assets. Value of participant loans	2012-12-31	$31,483
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$168,773
Total contributions received or receivable from employer(s)	2012-12-31	$0
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	$48,772
2011 : SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-213,109
Expenses. Total of all expenses incurred	2011-12-31	$51,258
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$10,095,980
Total plan assets at beginning of year	2011-12-31	$10,360,347
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,292
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-213,109
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-264,367
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$10,095,980
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$10,360,347
Assets. Value of participant loans	2011-12-31	$38,644
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$721,488
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$47,966
2010 : SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$964,011
Expenses. Total of all expenses incurred	2010-12-31	$57,612
Benefits paid (including direct rollovers)	2010-12-31	$9,401
Total plan assets at end of year	2010-12-31	$10,360,347
Total plan assets at beginning of year	2010-12-31	$9,453,948
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$48,211
Other income received	2010-12-31	$964,011
Net income (gross income less expenses)	2010-12-31	$906,399
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$10,360,347
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$9,453,948
Assets. Value of participant loans	2010-12-31	$50,000
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$700,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING

2014: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 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	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 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: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SAN DIEGO ORTHOPAEDIC MEDICAL GROUP, INC. PROFIT SHARING 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAN DIEGO ORTHOPEDIC ASSOCIATE
Employer identification number (EIN):	952889938
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)