401k Plan data: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST plan

ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

ORTHOPAEDIC & HAND SPECIALISTS PA has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC & HAND SPECIALISTS PA

Employer identification number (EIN): 030471374

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DR GARY KUZMA 2018-10-15
001 2016-01-01 DR GARY KUZMA
001 2015-01-01 KIM CARPENTER
001 2014-01-01 ROBERT V. SYPHER JR.
001 2013-01-01 ROBERT V. SYPHER JR.
001 2012-01-01 KIM T CARPENTER
001 2011-01-01 KIM T. CARPENTER
001 2010-01-01 ROBERT V. SYPHER
001 2009-01-01 ROBERT V. SYPHER
001 2009-01-01 ROBERT V. SYPHER

Plan Statistics for ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 28
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 31
Number of participants with account balances 2015-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 30
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 3
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 33
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 4
Total of all active and inactive participants 2013-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 34
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 31
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 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 33
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
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 2
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 25
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 27
Number of participants with account balances 2010-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 26
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	28
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	31
Number of participants with account balances	2015-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	30
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	3
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	33
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	4
Total of all active and inactive participants	2013-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	34
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	31
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	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	33
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
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	2
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	25
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	27
Number of participants with account balances	2010-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$347,198
Expenses. Total of all expenses incurred	2016-12-31	$1,546,070
Benefits paid (including direct rollovers)	2016-12-31	$1,513,762
Total plan assets at end of year	2016-12-31	$2,666,607
Total plan assets at beginning of year	2016-12-31	$3,865,479
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$110,209
Expenses. Other expenses not covered elsewhere	2016-12-31	$8,355
Other income received	2016-12-31	$189,314
Net income (gross income less expenses)	2016-12-31	$-1,198,872
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,666,607
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,865,479
Total contributions received or receivable from employer(s)	2016-12-31	$47,675
Value of certain deemed distributions of participant loans	2016-12-31	$23,953
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$124,545
Expenses. Total of all expenses incurred	2015-12-31	$2,167,676
Benefits paid (including direct rollovers)	2015-12-31	$2,142,108
Total plan assets at end of year	2015-12-31	$3,865,479
Total plan assets at beginning of year	2015-12-31	$5,908,610
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$139,574
Other income received	2015-12-31	$-78,520
Net income (gross income less expenses)	2015-12-31	$-2,043,131
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,865,479
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,908,610
Assets. Value of participant loans	2015-12-31	$34,234
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$104,040
Total contributions received or receivable from employer(s)	2015-12-31	$63,491
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$25,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,111,898
Expenses. Total of all expenses incurred	2014-12-31	$683,988
Benefits paid (including direct rollovers)	2014-12-31	$672,964
Total plan assets at end of year	2014-12-31	$5,908,610
Total plan assets at beginning of year	2014-12-31	$5,480,700
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$129,777
Expenses. Other expenses not covered elsewhere	2014-12-31	$443
Contributions received from other sources (not participants or employers)	2014-12-31	$389,832
Other income received	2014-12-31	$592,289
Net income (gross income less expenses)	2014-12-31	$427,910
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,908,610
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,480,700
Assets. Value of participant loans	2014-12-31	$19,085
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$130,582
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,581
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
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	$1,017,060
Expenses. Total of all expenses incurred	2013-12-31	$72,034
Benefits paid (including direct rollovers)	2013-12-31	$60,079
Total plan assets at end of year	2013-12-31	$5,480,700
Total plan assets at beginning of year	2013-12-31	$4,535,674
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$145,699
Expenses. Other expenses not covered elsewhere	2013-12-31	$180
Contributions received from other sources (not participants or employers)	2013-12-31	$5,697
Other income received	2013-12-31	$804,674
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$945,026
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,480,700
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,535,674
Assets. Value of participant loans	2013-12-31	$16,489
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$279,620
Total contributions received or receivable from employer(s)	2013-12-31	$60,990
Value of certain deemed distributions of participant loans	2013-12-31	$658
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$11,117
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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	$559,599
Expenses. Total of all expenses incurred	2012-12-31	$52,096
Benefits paid (including direct rollovers)	2012-12-31	$38,874
Total plan assets at end of year	2012-12-31	$4,535,674
Total plan assets at beginning of year	2012-12-31	$4,028,171
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$142,810
Expenses. Other expenses not covered elsewhere	2012-12-31	$426
Contributions received from other sources (not participants or employers)	2012-12-31	$2,684
Other income received	2012-12-31	$353,018
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$507,503
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,535,674
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,028,171
Assets. Value of participant loans	2012-12-31	$6,856
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$300,112
Total contributions received or receivable from employer(s)	2012-12-31	$61,087
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	$12,796
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
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	$95,275
Expenses. Total of all expenses incurred	2011-12-31	$68,421
Benefits paid (including direct rollovers)	2011-12-31	$58,610
Total plan assets at end of year	2011-12-31	$4,076,815
Total plan assets at beginning of year	2011-12-31	$4,049,961
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$135,247
Expenses. Other expenses not covered elsewhere	2011-12-31	$285
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-100,062
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$26,854
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,076,815
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,049,961
Assets. Value of participant loans	2011-12-31	$10,093
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$400,000
Total contributions received or receivable from employer(s)	2011-12-31	$60,090
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	$9,526
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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	$581,274
Expenses. Total of all expenses incurred	2010-12-31	$52,828
Benefits paid (including direct rollovers)	2010-12-31	$26,110
Total plan assets at end of year	2010-12-31	$4,049,961
Total plan assets at beginning of year	2010-12-31	$3,521,515
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$129,969
Expenses. Other expenses not covered elsewhere	2010-12-31	$519
Contributions received from other sources (not participants or employers)	2010-12-31	$5,899
Other income received	2010-12-31	$386,562
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$528,446
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,049,961
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,521,515
Assets. Value of participant loans	2010-12-31	$11,320
Total contributions received or receivable from employer(s)	2010-12-31	$58,844
Value of certain deemed distributions of participant loans	2010-12-31	$19,624
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

2016: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORTHOPAEDIC & HAND SPECIALISTS, PA EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHOPAEDIC & HAND SPECIALISTS PA
Employer identification number (EIN):	030471374
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DR GARY KUZMA	2018-10-15
001	2016-01-01	DR GARY KUZMA
001	2015-01-01	KIM CARPENTER
001	2014-01-01	ROBERT V. SYPHER JR.
001	2013-01-01	ROBERT V. SYPHER JR.
001	2012-01-01	KIM T CARPENTER
001	2011-01-01	KIM T. CARPENTER
001	2010-01-01	ROBERT V. SYPHER
001	2009-01-01	ROBERT V. SYPHER
001	2009-01-01	ROBERT V. SYPHER