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SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN
Plan identification number 001

SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC.
Employer identification number (EIN):043205435
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JANICE BRANDL
0012016-01-01JANICE BRANDL
0012015-01-01JANICE BRANDL
0012014-01-01JANICE BRANDL
0012013-01-01JEFFREY POLANSKY, M.D.
0012012-01-01JEFFREY A. POLANSKY, M.D. JEFFREY A. POLANSKY, M.D.2013-09-11
0012011-01-01JEFFREY POLANSKY, M.D.
0012010-01-01JEFFREY POLANSKY JEFFREY POLANSKY2011-10-11

Plan Statistics for SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN

Measure Date Value
2022: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01262
Total number of active participants reported on line 7a of the Form 55002022-01-01200
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01278
Number of participants with account balances2022-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01238
Total number of active participants reported on line 7a of the Form 55002021-01-01198
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01262
Number of participants with account balances2021-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01242
Total number of active participants reported on line 7a of the Form 55002020-01-01185
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01238
Number of participants with account balances2020-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01238
Total number of active participants reported on line 7a of the Form 55002019-01-01200
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01242
Number of participants with account balances2019-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01232
Total number of active participants reported on line 7a of the Form 55002018-01-01198
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01238
Number of participants with account balances2018-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01227
Total number of active participants reported on line 7a of the Form 55002017-01-01192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01232
Number of participants with account balances2017-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01225
Total number of active participants reported on line 7a of the Form 55002016-01-01192
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01229
Number of participants with account balances2016-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01212
Total number of active participants reported on line 7a of the Form 55002015-01-01190
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01225
Number of participants with account balances2015-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01193
Total number of active participants reported on line 7a of the Form 55002014-01-01186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01215
Number of participants with account balances2014-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01176
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01188
Number of participants with account balances2013-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01149
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01156
Number of participants with account balances2012-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01137
Total number of active participants reported on line 7a of the Form 55002011-01-01143
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01151
Number of participants with account balances2011-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01121
Total number of active participants reported on line 7a of the Form 55002010-01-01119
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01132
Number of participants with account balances2010-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019

Financial Data on SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-4,665,441
Total of all expenses incurred2022-12-31$936,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$806,617
Expenses. Certain deemed distributions of participant loans2022-12-31$27,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,826,684
Value of total assets at end of year2022-12-31$32,645,145
Value of total assets at beginning of year2022-12-31$38,246,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,224
Total interest from all sources2022-12-31$9,304
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,620,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,620,706
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,340,648
Participant contributions at end of year2022-12-31$170,110
Participant contributions at beginning of year2022-12-31$189,598
Participant contributions at beginning of year2022-12-31$10,634
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,875
Other income not declared elsewhere2022-12-31$119
Administrative expenses (other) incurred2022-12-31$102,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,601,824
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,645,145
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,246,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,170,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,713,370
Interest on participant loans2022-12-31$9,303
Value of interest in common/collective trusts at end of year2022-12-31$281,607
Value of interest in common/collective trusts at beginning of year2022-12-31$320,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,126,367
Net investment gain or loss from common/collective trusts2022-12-31$4,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$431,161
Employer contributions (assets) at end of year2022-12-31$22,317
Employer contributions (assets) at beginning of year2022-12-31$13,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$806,617
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLCC
Accountancy firm EIN2022-12-31043499945
2021 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,709,463
Total of all expenses incurred2021-12-31$2,295,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,192,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,614,213
Value of total assets at end of year2021-12-31$38,246,969
Value of total assets at beginning of year2021-12-31$33,832,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$103,125
Total interest from all sources2021-12-31$10,622
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,828,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,828,045
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,206,770
Participant contributions at end of year2021-12-31$189,598
Participant contributions at beginning of year2021-12-31$226,018
Participant contributions at end of year2021-12-31$10,634
Participant contributions at beginning of year2021-12-31$10,661
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$27,959
Administrative expenses (other) incurred2021-12-31$103,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,414,199
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,246,969
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,832,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,713,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,756,494
Interest on participant loans2021-12-31$10,622
Value of interest in common/collective trusts at end of year2021-12-31$320,044
Value of interest in common/collective trusts at beginning of year2021-12-31$480,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,242,347
Net investment gain or loss from common/collective trusts2021-12-31$14,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$379,484
Employer contributions (assets) at end of year2021-12-31$13,319
Employer contributions (assets) at beginning of year2021-12-31$359,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,192,139
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLCC
Accountancy firm EIN2021-12-31043499945
2020 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,520,485
Total of all expenses incurred2020-12-31$2,279,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,204,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,884,718
Value of total assets at end of year2020-12-31$33,832,770
Value of total assets at beginning of year2020-12-31$29,591,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$74,816
Total interest from all sources2020-12-31$12,917
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,103,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,103,122
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,165,258
Participant contributions at end of year2020-12-31$226,018
Participant contributions at beginning of year2020-12-31$251,310
Participant contributions at end of year2020-12-31$10,661
Participant contributions at beginning of year2020-12-31$22,799
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,345
Administrative expenses (other) incurred2020-12-31$74,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,240,951
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,832,770
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,591,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,756,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,223,918
Interest on participant loans2020-12-31$12,917
Value of interest in common/collective trusts at end of year2020-12-31$480,404
Value of interest in common/collective trusts at beginning of year2020-12-31$74,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,514,629
Net investment gain or loss from common/collective trusts2020-12-31$5,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$715,115
Employer contributions (assets) at end of year2020-12-31$359,189
Employer contributions (assets) at beginning of year2020-12-31$18,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,204,718
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$7,269,868
Total income from all sources (including contributions)2019-12-31$7,269,868
Total of all expenses incurred2019-12-31$2,392,147
Total of all expenses incurred2019-12-31$2,392,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,301,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,301,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,578,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,578,198
Value of total assets at end of year2019-12-31$29,591,819
Value of total assets at end of year2019-12-31$29,591,819
Value of total assets at beginning of year2019-12-31$24,714,098
Value of total assets at beginning of year2019-12-31$24,714,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,543
Total interest from all sources2019-12-31$8,665
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,385,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,385,964
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,385,964
Administrative expenses professional fees incurred2019-12-31$42,677
Administrative expenses professional fees incurred2019-12-31$42,677
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,052,607
Participant contributions at end of year2019-12-31$251,310
Participant contributions at end of year2019-12-31$251,310
Participant contributions at beginning of year2019-12-31$159,562
Participant contributions at beginning of year2019-12-31$159,562
Participant contributions at end of year2019-12-31$22,799
Participant contributions at end of year2019-12-31$22,799
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,483
Other income not declared elsewhere2019-12-31$5,666
Other income not declared elsewhere2019-12-31$5,666
Administrative expenses (other) incurred2019-12-31$1,998
Administrative expenses (other) incurred2019-12-31$1,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,877,721
Value of net income/loss2019-12-31$4,877,721
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,591,819
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,591,819
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,714,098
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,714,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$45,868
Investment advisory and management fees2019-12-31$45,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,223,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,223,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,407,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,407,201
Interest on participant loans2019-12-31$8,665
Interest on participant loans2019-12-31$8,665
Value of interest in common/collective trusts at end of year2019-12-31$74,842
Value of interest in common/collective trusts at end of year2019-12-31$74,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$147,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$147,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,290,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,290,586
Net investment gain or loss from common/collective trusts2019-12-31$789
Net investment gain or loss from common/collective trusts2019-12-31$789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$496,108
Contributions received in cash from employer2019-12-31$496,108
Employer contributions (assets) at end of year2019-12-31$18,950
Employer contributions (assets) at end of year2019-12-31$18,950
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,301,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,301,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
Accountancy firm EIN2019-12-31043499945
2018 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-40,387
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$559,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$494,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,472,915
Value of total assets at end of year2018-12-31$24,714,098
Value of total assets at beginning of year2018-12-31$25,314,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,569
Total interest from all sources2018-12-31$5,528
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,892,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,892,440
Administrative expenses professional fees incurred2018-12-31$40,632
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,001,844
Participant contributions at end of year2018-12-31$159,562
Participant contributions at beginning of year2018-12-31$122,371
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$630
Other income not declared elsewhere2018-12-31$54,993
Administrative expenses (other) incurred2018-12-31$1,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-600,232
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,714,098
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,314,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$22,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,407,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,415,975
Interest on participant loans2018-12-31$5,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$147,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$139,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,466,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$470,441
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$636,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$494,276
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$0
Total income from all sources (including contributions)2017-12-31$5,561,416
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,591,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,543,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,046,169
Value of total assets at end of year2017-12-31$25,314,330
Value of total assets at beginning of year2017-12-31$21,344,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,665
Total interest from all sources2017-12-31$5,182
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,476,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,476,846
Administrative expenses professional fees incurred2017-12-31$34,748
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$926,602
Participant contributions at end of year2017-12-31$122,371
Participant contributions at beginning of year2017-12-31$139,958
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,152
Other income not declared elsewhere2017-12-31$50,313
Administrative expenses (other) incurred2017-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,970,138
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,314,330
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,344,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,415,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,071,589
Interest on participant loans2017-12-31$5,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$139,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$131,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,982,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,092,415
Employer contributions (assets) at end of year2017-12-31$636,428
Employer contributions (assets) at beginning of year2017-12-31$738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,543,613
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,979,215
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$498,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$449,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,392,588
Value of total assets at end of year2016-12-31$21,344,192
Value of total assets at beginning of year2016-12-31$18,863,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,283
Total interest from all sources2016-12-31$6,736
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$621,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$621,486
Administrative expenses professional fees incurred2016-12-31$44,713
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$855,122
Participant contributions at end of year2016-12-31$139,958
Participant contributions at beginning of year2016-12-31$170,562
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$20,108
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$113,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$66,769
Administrative expenses (other) incurred2016-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,481,169
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,344,192
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,863,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,071,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,542,553
Interest on participant loans2016-12-31$6,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$131,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$123,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$891,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$423,500
Employer contributions (assets) at end of year2016-12-31$738
Employer contributions (assets) at beginning of year2016-12-31$5,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$449,763
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,054,749
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$682,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$615,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,192,769
Value of total assets at end of year2015-12-31$18,863,023
Value of total assets at beginning of year2015-12-31$18,490,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,669
Total interest from all sources2015-12-31$7,809
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,271,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,271,474
Administrative expenses professional fees incurred2015-12-31$23,596
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$804,822
Participant contributions at end of year2015-12-31$170,562
Participant contributions at beginning of year2015-12-31$222,784
Participant contributions at end of year2015-12-31$20,108
Participant contributions at beginning of year2015-12-31$6,977
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$375
Other income not declared elsewhere2015-12-31$49,703
Administrative expenses (other) incurred2015-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$372,236
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,863,023
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,490,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$41,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,542,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,818,158
Interest on participant loans2015-12-31$7,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$123,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$116,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,467,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$375,741
Employer contributions (assets) at end of year2015-12-31$5,850
Employer contributions (assets) at beginning of year2015-12-31$326,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$615,844
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,717,524
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$418,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$377,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,635,420
Value of total assets at end of year2014-12-31$18,490,787
Value of total assets at beginning of year2014-12-31$16,191,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,985
Total interest from all sources2014-12-31$10,451
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,205,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,205,060
Administrative expenses professional fees incurred2014-12-31$29,759
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$755,098
Participant contributions at end of year2014-12-31$222,784
Participant contributions at beginning of year2014-12-31$275,815
Participant contributions at end of year2014-12-31$6,977
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$217,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$375
Other income not declared elsewhere2014-12-31$46,982
Administrative expenses (other) incurred2014-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,299,259
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,490,787
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,191,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$9,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,818,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,277,374
Interest on participant loans2014-12-31$10,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$116,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$107,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-180,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$663,303
Employer contributions (assets) at end of year2014-12-31$326,327
Employer contributions (assets) at beginning of year2014-12-31$530,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$377,280
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,161,361
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$244,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$198,718
Value of total corrective distributions2013-12-31$12,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,516,811
Value of total assets at end of year2013-12-31$16,191,528
Value of total assets at beginning of year2013-12-31$12,274,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,718
Total interest from all sources2013-12-31$8,365
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$638,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$638,465
Administrative expenses professional fees incurred2013-12-31$24,633
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$652,093
Participant contributions at end of year2013-12-31$275,815
Participant contributions at beginning of year2013-12-31$141,599
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$375
Other income not declared elsewhere2013-12-31$37,487
Administrative expenses (other) incurred2013-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,916,536
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,191,528
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,274,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$7,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,277,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,621,844
Interest on participant loans2013-12-31$8,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$107,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$101,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,960,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$857,427
Employer contributions (assets) at end of year2013-12-31$530,296
Employer contributions (assets) at beginning of year2013-12-31$409,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$198,718
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,582,396
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$558,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$530,451
Value of total corrective distributions2012-12-31$812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,320,047
Value of total assets at end of year2012-12-31$12,274,992
Value of total assets at beginning of year2012-12-31$10,250,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,877
Total interest from all sources2012-12-31$6,704
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$299,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$299,514
Administrative expenses professional fees incurred2012-12-31$19,122
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$564,158
Participant contributions at end of year2012-12-31$141,599
Participant contributions at beginning of year2012-12-31$148,889
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$7,729
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,944
Other income not declared elsewhere2012-12-31$33,168
Administrative expenses (other) incurred2012-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,024,256
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,274,992
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,250,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,621,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,611,373
Interest on participant loans2012-12-31$6,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$101,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$94,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$922,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$753,945
Employer contributions (assets) at end of year2012-12-31$409,983
Employer contributions (assets) at beginning of year2012-12-31$388,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$530,451
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,024,591
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$162,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$90,924
Value of total corrective distributions2011-12-31$41,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,196,640
Value of total assets at end of year2011-12-31$10,250,736
Value of total assets at beginning of year2011-12-31$9,388,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,054
Total interest from all sources2011-12-31$2,182
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$256,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$256,976
Administrative expenses professional fees incurred2011-12-31$18,557
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$499,379
Participant contributions at end of year2011-12-31$148,889
Participant contributions at beginning of year2011-12-31$23,476
Participant contributions at end of year2011-12-31$7,729
Participant contributions at beginning of year2011-12-31$550
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,544
Other income not declared elsewhere2011-12-31$33,928
Administrative expenses (other) incurred2011-12-31$2,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$862,292
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,250,736
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,388,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,611,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,793,097
Interest on participant loans2011-12-31$2,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$94,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$87,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-465,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$692,717
Employer contributions (assets) at end of year2011-12-31$388,241
Employer contributions (assets) at beginning of year2011-12-31$483,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$90,924
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,258,026
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$86,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$43,739
Value of total corrective distributions2010-12-31$18,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,198,134
Value of total assets at end of year2010-12-31$9,388,444
Value of total assets at beginning of year2010-12-31$7,217,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,198
Total interest from all sources2010-12-31$2,274
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$165,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$165,565
Administrative expenses professional fees incurred2010-12-31$14,898
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$407,625
Participant contributions at end of year2010-12-31$23,476
Participant contributions at beginning of year2010-12-31$35,010
Participant contributions at end of year2010-12-31$550
Participant contributions at beginning of year2010-12-31$6,619
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,183
Other income not declared elsewhere2010-12-31$28,563
Administrative expenses (other) incurred2010-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,171,429
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,388,444
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,217,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$7,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,793,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,660,649
Interest on participant loans2010-12-31$2,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$87,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$81,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$863,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$768,326
Employer contributions (assets) at end of year2010-12-31$483,646
Employer contributions (assets) at beginning of year2010-12-31$433,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$43,739
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945

Form 5500 Responses for SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN

2022: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SPORTS MEDICINE NORTH ORTHOPAEDIC SURGERY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28389
Policy instance 1
Insurance contract or identification number28389
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28389
Policy instance 1
Insurance contract or identification number28389
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28389
Policy instance 1
Insurance contract or identification number28389
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28389
Policy instance 1
Insurance contract or identification number28389
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28389
Policy instance 1
Insurance contract or identification number28389
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28389
Policy instance 1
Insurance contract or identification number28389
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28389
Policy instance 1
Insurance contract or identification number28389
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28389
Policy instance 1
Insurance contract or identification number28389
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28389
Policy instance 1
Insurance contract or identification number28389
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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