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SPINAL GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameSPINAL GROUP, INC. 401(K) PLAN
Plan identification number 001

SPINAL GROUP, INC. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SPINAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SPINAL GROUP, INC.
Employer identification number (EIN):043440041
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPINAL GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01JACQUELINE TIERNEY
0012016-01-01
0012016-01-01KIMBERLY A. REDFIELD2017-10-13
0012015-01-01DANNIELLE PARSLEY
0012015-01-01DANNIELLE PARSLEY
0012014-01-01KAREN D. DAVIS
0012013-01-01
0012012-01-01KAREN D. DAVIS KAREN D. DAVIS2013-10-14
0012011-01-01KAREN D. DAVIS
0012010-01-01KAREN D. DAVIS2011-07-22

Plan Statistics for SPINAL GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for SPINAL GROUP, INC. 401(K) PLAN

Measure Date Value
2022: SPINAL GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01127
Total number of active participants reported on line 7a of the Form 55002022-01-0189
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01123
Number of participants with account balances2022-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SPINAL GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01129
Total number of active participants reported on line 7a of the Form 55002021-01-0199
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01125
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SPINAL GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01137
Total number of active participants reported on line 7a of the Form 55002020-01-01106
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01129
Number of participants with account balances2020-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SPINAL GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01166
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01138
Number of participants with account balances2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SPINAL GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01152
Total number of active participants reported on line 7a of the Form 55002018-01-01125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01167
Number of participants with account balances2018-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SPINAL GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01125
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01149
Number of participants with account balances2017-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SPINAL GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01148
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01151
Number of participants with account balances2016-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: SPINAL GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01146
Number of participants with account balances2015-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: SPINAL GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01138
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SPINAL GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01114
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01130
Number of participants with account balances2013-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SPINAL GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01122
Total number of active participants reported on line 7a of the Form 55002012-01-01117
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01124
Number of participants with account balances2012-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SPINAL GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01123
Number of participants with account balances2011-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on SPINAL GROUP, INC. 401(K) PLAN

Measure Date Value
2022 : SPINAL GROUP, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,527,722
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,157,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,109,949
Expenses. Certain deemed distributions of participant loans2022-12-31$19,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$760,131
Value of total assets at end of year2022-12-31$11,205,413
Value of total assets at beginning of year2022-12-31$13,891,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,684
Total interest from all sources2022-12-31$5,058
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$460,184
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$460,184
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$506,044
Participant contributions at end of year2022-12-31$91,304
Participant contributions at beginning of year2022-12-31$139,498
Participant contributions at end of year2022-12-31$17,320
Administrative expenses (other) incurred2022-12-31$28,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,685,595
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,205,413
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,891,008
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$10,441,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,030,981
Interest on participant loans2022-12-31$5,058
Value of interest in common/collective trusts at end of year2022-12-31$646,245
Value of interest in common/collective trusts at beginning of year2022-12-31$672,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,768,305
Net investment gain or loss from common/collective trusts2022-12-31$15,210
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$254,087
Employer contributions (assets) at end of year2022-12-31$9,509
Employer contributions (assets) at beginning of year2022-12-31$48,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,109,949
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 name2022-12-31FIONDELLA MILONE & LASARACINA
Accountancy firm EIN2022-12-31061648707
2021 : SPINAL GROUP, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,766,093
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$217,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$185,910
Expenses. Certain deemed distributions of participant loans2021-12-31$46
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$795,860
Value of total assets at end of year2021-12-31$13,891,008
Value of total assets at beginning of year2021-12-31$11,342,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,283
Total interest from all sources2021-12-31$6,603
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$632,713
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$632,713
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$507,841
Participant contributions at end of year2021-12-31$139,498
Participant contributions at beginning of year2021-12-31$120,209
Participant contributions at beginning of year2021-12-31$15,701
Other income not declared elsewhere2021-12-31$1,162
Administrative expenses (other) incurred2021-12-31$31,283
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$2,548,854
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,891,008
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,342,154
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$13,030,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,587,792
Interest on participant loans2021-12-31$6,603
Value of interest in common/collective trusts at end of year2021-12-31$672,235
Value of interest in common/collective trusts at beginning of year2021-12-31$1,604,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,312,095
Net investment gain or loss from common/collective trusts2021-12-31$17,660
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$288,019
Employer contributions (assets) at end of year2021-12-31$48,294
Employer contributions (assets) at beginning of year2021-12-31$13,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$185,910
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 name2021-12-31FIONDELLA MILONE & LASARACINA
Accountancy firm EIN2021-12-31061648707
2020 : SPINAL GROUP, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,995,334
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$529,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$495,531
Expenses. Certain deemed distributions of participant loans2020-12-31$44
Value of total corrective distributions2020-12-31$3,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$682,508
Value of total assets at end of year2020-12-31$11,342,154
Value of total assets at beginning of year2020-12-31$9,876,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,949
Total interest from all sources2020-12-31$6,272
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$310,210
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$310,210
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$432,988
Participant contributions at end of year2020-12-31$120,209
Participant contributions at beginning of year2020-12-31$98,818
Participant contributions at end of year2020-12-31$15,701
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,192
Administrative expenses (other) incurred2020-12-31$30,949
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$1,465,428
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,342,154
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,876,726
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$9,587,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,896,763
Interest on participant loans2020-12-31$6,272
Value of interest in common/collective trusts at end of year2020-12-31$1,604,704
Value of interest in common/collective trusts at beginning of year2020-12-31$881,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$971,026
Net investment gain or loss from common/collective trusts2020-12-31$25,318
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$231,328
Employer contributions (assets) at end of year2020-12-31$13,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$495,531
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FIONDELLA MILONE & LASARACINA
Accountancy firm EIN2020-12-31061648707
2019 : SPINAL GROUP, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,250,705
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$456,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$420,271
Expenses. Certain deemed distributions of participant loans2019-12-31$1,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$414,968
Value of total assets at end of year2019-12-31$9,876,726
Value of total assets at beginning of year2019-12-31$8,082,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,605
Total interest from all sources2019-12-31$5,574
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$318,847
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$318,847
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$384,892
Participant contributions at end of year2019-12-31$98,818
Participant contributions at beginning of year2019-12-31$92,798
Participant contributions at beginning of year2019-12-31$9,825
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,076
Administrative expenses (other) incurred2019-12-31$35,605
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$1,793,813
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,876,726
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,082,913
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,896,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,201,425
Interest on participant loans2019-12-31$5,574
Value of interest in common/collective trusts at end of year2019-12-31$881,145
Value of interest in common/collective trusts at beginning of year2019-12-31$778,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,489,959
Net investment gain or loss from common/collective trusts2019-12-31$21,357
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$420,271
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FIONDELLA MILONE & LASARACINA
Accountancy firm EIN2019-12-31061648707
2018 : SPINAL GROUP, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$3,098
Total transfer of assets from this plan2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-35,839
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,402,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,352,106
Expenses. Certain deemed distributions of participant loans2018-12-31$13,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$388,379
Value of total assets at end of year2018-12-31$8,082,913
Value of total assets at beginning of year2018-12-31$9,518,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,170
Total interest from all sources2018-12-31$6,599
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$297,207
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$297,207
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$390,917
Participant contributions at end of year2018-12-31$92,798
Participant contributions at beginning of year2018-12-31$143,334
Participant contributions at end of year2018-12-31$9,825
Participant contributions at beginning of year2018-12-31$33,219
Other income not declared elsewhere2018-12-31$188
Administrative expenses (other) incurred2018-12-31$37,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,438,722
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,082,913
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,518,537
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,201,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,270,044
Interest on participant loans2018-12-31$6,599
Value of interest in common/collective trusts at end of year2018-12-31$778,865
Value of interest in common/collective trusts at beginning of year2018-12-31$1,052,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-752,596
Net investment gain or loss from common/collective trusts2018-12-31$24,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$-2,538
Employer contributions (assets) at beginning of year2018-12-31$19,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,352,106
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FIONDELLA MILONE & LASAARACINA
Accountancy firm EIN2018-12-31061648707
2017 : SPINAL GROUP, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$1,891,913
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$673,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$636,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$602,645
Value of total assets at end of year2017-12-31$9,465,580
Value of total assets at beginning of year2017-12-31$8,246,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,103
Total interest from all sources2017-12-31$619
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,305,778
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$1,305,778
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 period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$382,957
Participant contributions at end of year2017-12-31$143,334
Participant contributions at beginning of year2017-12-31$75,089
Participant contributions at end of year2017-12-31$33,219
Participant contributions at beginning of year2017-12-31$6,018
Administrative expenses (other) incurred2017-12-31$37,103
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$1,218,770
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,465,580
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,246,810
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,270,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,805,265
Interest on participant loans2017-12-31$619
Value of interest in common/collective trusts at end of year2017-12-31$1,052,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$356,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$356,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-19,177
Net investment gain or loss from common/collective trusts2017-12-31$2,048
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$219,688
Employer contributions (assets) at end of year2017-12-31$19,738
Employer contributions (assets) at beginning of year2017-12-31$3,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$636,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DICICCO, GULMAN & COMPANY LLP
Accountancy firm EIN2017-12-31043296226
2016 : SPINAL GROUP, INC. 401(K) 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$1,172,905
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$108,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$84,511
Value of total corrective distributions2016-12-31$969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$648,878
Value of total assets at end of year2016-12-31$8,246,810
Value of total assets at beginning of year2016-12-31$7,182,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,140
Total interest from all sources2016-12-31$2,892
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$227,952
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$227,952
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$412,655
Participant contributions at end of year2016-12-31$75,089
Participant contributions at end of year2016-12-31$6,018
Administrative expenses (other) incurred2016-12-31$1,871
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$1,064,285
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,246,810
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,182,525
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$17,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,805,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,868,634
Interest on participant loans2016-12-31$2,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$356,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$313,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$313,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$293,183
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$236,223
Employer contributions (assets) at end of year2016-12-31$3,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$84,511
Contract administrator fees2016-12-31$4,205
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LEONARD MULHERIN & GREENE, PC
Accountancy firm EIN2016-12-31043108635
2015 : SPINAL GROUP, INC. 401(K) 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$579,306
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$166,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$152,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$644,437
Value of total assets at end of year2015-12-31$7,182,525
Value of total assets at beginning of year2015-12-31$6,770,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,960
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$324,895
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$324,895
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$381,315
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,518
Administrative expenses (other) incurred2015-12-31$2,637
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$412,491
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,182,525
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,770,034
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$3,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,868,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,536,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$313,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$233,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$233,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-390,026
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$217,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$152,855
Contract administrator fees2015-12-31$7,450
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LEONARD,MULHERIN & GREENE, PC
Accountancy firm EIN2015-12-31043108635
2014 : SPINAL GROUP, INC. 401(K) 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$1,340,348
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$271,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$250,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$987,653
Value of total assets at end of year2014-12-31$6,770,034
Value of total assets at beginning of year2014-12-31$5,701,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,332
Total interest from all sources2014-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$105,118
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$105,118
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$379,920
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$420,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$5,276
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$1,068,817
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,770,034
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,701,217
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$14,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,536,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,416,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$233,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$284,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$284,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$247,553
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$186,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$250,199
Contract administrator fees2014-12-31$1,640
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WARD FISHER & COMPANY LLP
Accountancy firm EIN2014-12-31050234540
2013 : SPINAL GROUP, INC. 401(K) 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$1,421,376
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$80,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$61,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$559,431
Value of total assets at end of year2013-12-31$5,701,217
Value of total assets at beginning of year2013-12-31$4,360,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,074
Total interest from all sources2013-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$87,069
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$87,069
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$358,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$4,456
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$1,341,117
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,701,217
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,360,100
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$5,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,416,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,041,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$284,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$300,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$300,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$774,848
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$201,167
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$17,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$61,185
Contract administrator fees2013-12-31$8,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WARD FISHER & COMPANY LLP
Accountancy firm EIN2013-12-31050234540
2012 : SPINAL GROUP, INC. 401(K) 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$910,417
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$155,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$138,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$463,005
Value of total assets at end of year2012-12-31$4,360,100
Value of total assets at beginning of year2012-12-31$3,604,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,510
Total interest from all sources2012-12-31$52
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$79,883
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$79,883
Administrative expenses professional fees incurred2012-12-31$11,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$296,329
Participant contributions at beginning of year2012-12-31$4,138
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$755,369
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,360,100
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,604,731
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$1,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,041,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,973,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$300,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$624,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$624,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$367,477
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$166,676
Employer contributions (assets) at end of year2012-12-31$17,963
Employer contributions (assets) at beginning of year2012-12-31$2,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$138,538
Contract administrator fees2012-12-31$3,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WARD FISHER & COMPANY LLP
Accountancy firm EIN2012-12-31050234540
2011 : SPINAL GROUP, INC. 401(K) 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$346,822
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$501,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$490,028
Expenses. Certain deemed distributions of participant loans2011-12-31$4,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$390,315
Value of total assets at end of year2011-12-31$3,604,731
Value of total assets at beginning of year2011-12-31$3,759,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,121
Total interest from all sources2011-12-31$679
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$54,220
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$54,220
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$265,314
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$11,752
Participant contributions at end of year2011-12-31$4,138
Administrative expenses (other) incurred2011-12-31$702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-154,759
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,604,731
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,759,490
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,973,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,591,655
Interest on participant loans2011-12-31$555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$624,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$156,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$156,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-98,392
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$125,001
Employer contributions (assets) at end of year2011-12-31$2,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$490,028
Contract administrator fees2011-12-31$6,419
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WARD FISHER & COMPANY LLP
Accountancy firm EIN2011-12-31050234540

Form 5500 Responses for SPINAL GROUP, INC. 401(K) PLAN

2022: SPINAL GROUP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SPINAL GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPINAL GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SPINAL GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPINAL GROUP, INC. 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SPINAL GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SPINAL GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPINAL GROUP, INC. 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPINAL GROUP, INC. 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPINAL GROUP, INC. 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPINAL GROUP, INC. 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPINAL GROUP, INC. 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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