401k Plan data: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN plan

LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN
Plan identification number	001

LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

BRUCE G BLACKSTONE & DAVID M BLACK has sponsored the creation of one or more 401k plans.

Company Name: BRUCE G BLACKSTONE & DAVID M BLACK

Employer identification number (EIN): 202707510

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 PETER L. H. KUNG 2020-07-22
001 2018-01-01 PETER L.H. KUNG 2019-10-11
001 2018-01-01 PETER KUNG 2020-10-06
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 WILLIAM TURNER
001 2012-01-01 WILLIAM TURNER
001 2011-01-01 WILLIAM TURNER 2012-07-12
001 2009-01-01 WILLIAM TURNER

Plan Statistics for LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN

401k plan membership statisitcs for LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN

Measure Date Value
2019: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 42
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 52
Number of participants with account balances 2019-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 38
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 50
Number of participants with account balances 2018-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 33
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 50
Number of participants with account balances 2017-01-01 49
2016: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 30
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 50
Number of participants with account balances 2016-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 37
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 52
Number of participants with account balances 2015-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 53
Number of participants with account balances 2014-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 41
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 45
Number of participants with account balances 2013-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 37
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 43
Number of participants with account balances 2012-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2009: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 37
Total of all active and inactive participants 2009-01-01 37
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2019: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	42
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	52
Number of participants with account balances	2019-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	38
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	50
Number of participants with account balances	2018-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	33
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	50
Number of participants with account balances	2017-01-01	49
2016: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	30
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	50
Number of participants with account balances	2016-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	37
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	52
Number of participants with account balances	2015-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	53
Number of participants with account balances	2014-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	41
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	45
Number of participants with account balances	2013-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	37
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	43
Number of participants with account balances	2012-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2009: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	37
Total of all active and inactive participants	2009-01-01	37
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN

Measure	Date	Value
2019 : LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$21,702
Total plan liabilities at beginning of year	2019-12-31	$10,528
Total income from all sources	2019-12-31	$2,343,835
Expenses. Total of all expenses incurred	2019-12-31	$1,255,958
Benefits paid (including direct rollovers)	2019-12-31	$1,233,255
Total plan assets at end of year	2019-12-31	$10,706,534
Total plan assets at beginning of year	2019-12-31	$9,607,483
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$262,435
Contributions received from other sources (not participants or employers)	2019-12-31	$118,132
Other income received	2019-12-31	$1,646,707
Net income (gross income less expenses)	2019-12-31	$1,087,877
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$10,684,832
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$9,596,955
Assets. Value of participant loans	2019-12-31	$14,210
Total contributions received or receivable from employer(s)	2019-12-31	$316,561
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$22,703
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$10,528
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$36,328
Expenses. Total of all expenses incurred	2018-12-31	$192,420
Benefits paid (including direct rollovers)	2018-12-31	$171,677
Total plan assets at end of year	2018-12-31	$9,607,483
Total plan assets at beginning of year	2018-12-31	$9,753,047
Value of fidelity bond covering the plan	2018-12-31	$500,000
Assets. Value of tangible personal property	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$243,483
Assets. Value of loans (other than to participants)	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$31,367
Other income received	2018-12-31	$-546,330
Net income (gross income less expenses)	2018-12-31	$-156,092
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,596,955
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$9,753,047
Assets. Value of participant loans	2018-12-31	$4,987
Total contributions received or receivable from employer(s)	2018-12-31	$307,808
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$20,743
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$20,000
2017 : LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$167,181
Total income from all sources	2017-12-31	$1,738,731
Expenses. Total of all expenses incurred	2017-12-31	$2,418,788
Benefits paid (including direct rollovers)	2017-12-31	$2,409,956
Total plan assets at end of year	2017-12-31	$9,753,047
Total plan assets at beginning of year	2017-12-31	$10,600,285
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$20,000
Total contributions received or receivable from participants	2017-12-31	$217,905
Assets. Value of loans (other than to participants)	2017-12-31	$183,915
Contributions received from other sources (not participants or employers)	2017-12-31	$77,514
Other income received	2017-12-31	$1,162,837
Net income (gross income less expenses)	2017-12-31	$-680,057
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$9,753,047
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$10,433,104
Assets. Value of participant loans	2017-12-31	$13,215
Total contributions received or receivable from employer(s)	2017-12-31	$280,475
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$167,181
Total plan liabilities at beginning of year	2016-12-31	$61,905
Total income from all sources	2016-12-31	$1,276,451
Expenses. Total of all expenses incurred	2016-12-31	$2,276,706
Benefits paid (including direct rollovers)	2016-12-31	$2,275,268
Total plan assets at end of year	2016-12-31	$10,600,285
Total plan assets at beginning of year	2016-12-31	$11,495,264
Value of fidelity bond covering the plan	2016-12-31	$500,000
Assets. Value of tangible personal property	2016-12-31	$20,000
Total contributions received or receivable from participants	2016-12-31	$174,989
Assets. Value of loans (other than to participants)	2016-12-31	$226,021
Other income received	2016-12-31	$898,117
Net income (gross income less expenses)	2016-12-31	$-1,000,255
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$10,433,104
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,433,359
Assets. Value of participant loans	2016-12-31	$23,762
Assets. Value of real-estate (other than employer real property)	2016-12-31	$60,882
Total contributions received or receivable from employer(s)	2016-12-31	$203,345
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,438
2015 : LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$61,905
Total plan liabilities at beginning of year	2015-12-31	$1,446
Total income from all sources	2015-12-31	$247,218
Expenses. Total of all expenses incurred	2015-12-31	$747,594
Benefits paid (including direct rollovers)	2015-12-31	$740,858
Total plan assets at end of year	2015-12-31	$11,495,264
Total plan assets at beginning of year	2015-12-31	$11,935,181
Value of fidelity bond covering the plan	2015-12-31	$500,000
Assets. Value of tangible personal property	2015-12-31	$20,000
Total contributions received or receivable from participants	2015-12-31	$215,679
Assets. Value of loans (other than to participants)	2015-12-31	$286,944
Other income received	2015-12-31	$-218,127
Net income (gross income less expenses)	2015-12-31	$-500,376
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,433,359
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,933,735
Assets. Value of participant loans	2015-12-31	$34,990
Assets. Value of real-estate (other than employer real property)	2015-12-31	$56,789
Total contributions received or receivable from employer(s)	2015-12-31	$249,666
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,736
2014 : LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,446
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,530,625
Expenses. Total of all expenses incurred	2014-12-31	$277,205
Benefits paid (including direct rollovers)	2014-12-31	$272,155
Total plan assets at end of year	2014-12-31	$11,935,181
Total plan assets at beginning of year	2014-12-31	$10,680,315
Value of fidelity bond covering the plan	2014-12-31	$500,000
Assets. Value of tangible personal property	2014-12-31	$20,000
Total contributions received or receivable from participants	2014-12-31	$211,918
Assets. Value of loans (other than to participants)	2014-12-31	$418,242
Contributions received from other sources (not participants or employers)	2014-12-31	$126,584
Other income received	2014-12-31	$870,122
Net income (gross income less expenses)	2014-12-31	$1,253,420
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,933,735
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,680,315
Assets. Value of participant loans	2014-12-31	$37,769
Assets. Value of real-estate (other than employer real property)	2014-12-31	$56,789
Total contributions received or receivable from employer(s)	2014-12-31	$322,001
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,050
2013 : LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,127,250
Expenses. Total of all expenses incurred	2013-12-31	$118,294
Benefits paid (including direct rollovers)	2013-12-31	$115,176
Total plan assets at end of year	2013-12-31	$10,680,315
Total plan assets at beginning of year	2013-12-31	$8,671,359
Value of fidelity bond covering the plan	2013-12-31	$800,000
Assets. Value of tangible personal property	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$200,688
Assets. Value of loans (other than to participants)	2013-12-31	$434,170
Other income received	2013-12-31	$1,672,660
Net income (gross income less expenses)	2013-12-31	$2,008,956
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,680,315
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,671,359
Assets. Value of participant loans	2013-12-31	$47,013
Assets. Value of real-estate (other than employer real property)	2013-12-31	$99,540
Total contributions received or receivable from employer(s)	2013-12-31	$253,902
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,118
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,649,109
Expenses. Total of all expenses incurred	2012-12-31	$332,366
Benefits paid (including direct rollovers)	2012-12-31	$324,991
Total plan assets at end of year	2012-12-31	$8,671,010
Total plan assets at beginning of year	2012-12-31	$7,354,267
Value of fidelity bond covering the plan	2012-12-31	$800,000
Assets. Value of tangible personal property	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$228,543
Assets. Value of loans (other than to participants)	2012-12-31	$438,279
Expenses. Other expenses not covered elsewhere	2012-12-31	$4,015
Contributions received from other sources (not participants or employers)	2012-12-31	$193,399
Other income received	2012-12-31	$943,464
Net income (gross income less expenses)	2012-12-31	$1,316,743
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,671,010
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,354,267
Assets. Value of real-estate (other than employer real property)	2012-12-31	$56,738
Total contributions received or receivable from employer(s)	2012-12-31	$283,703
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2010 : LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,141,359
Expenses. Total of all expenses incurred	2010-12-31	$3,562
Total plan assets at end of year	2010-12-31	$7,068,157
Total plan assets at beginning of year	2010-12-31	$5,930,360
Value of fidelity bond covering the plan	2010-12-31	$800,000
Assets. Value of tangible personal property	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$213,025
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,562
Other income received	2010-12-31	$732,026
Net income (gross income less expenses)	2010-12-31	$1,137,797
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,068,157
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,930,360
Total contributions received or receivable from employer(s)	2010-12-31	$196,308

Form 5500 Responses for LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN

2019: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: LONGVIEW ORTHOPEDIC ASSOCIATES 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

831218

Policy instance

Insurance contract or identification number	831218
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $1,190
Amount paid for insurance broker fees	1190
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

831218

Policy instance

Insurance contract or identification number	831218
Number of Individuals Covered	42
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $846
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	846
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

831218

Policy instance

Insurance contract or identification number	831218
Number of Individuals Covered	43
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,110
Total amount of fees paid to insurance company	USD $1,265
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $2,110
Insurance broker organization code?	3
Amount paid for insurance broker fees	1265
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	PANAGIOTU PENSION ADVISORS

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-831218

Policy instance

Insurance contract or identification number	GA-831218
Number of Individuals Covered	36
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,324
Total amount of fees paid to insurance company	USD $820
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $4,086
Insurance broker organization code?	3
Amount paid for insurance broker fees	820
Additional information about fees paid to insurance broker	ADMINISTRATIVE FEES
Insurance broker name	PENSION PLAN SPECIALISTS, PC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-831218

Policy instance

Insurance contract or identification number	GA-831218
Number of Individuals Covered	32
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,185
Total amount of fees paid to insurance company	USD $10,453
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	10148
Additional information about fees paid to insurance broker	ADMINISTRATIVE FEES
Insurance broker organization code?	5
Insurance broker name	EDWARD JONES

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

015758365

Policy instance

Insurance contract or identification number	015758365
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BRUCE G BLACKSTONE & DAVID M BLACK
Employer identification number (EIN):	202707510
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	PETER L. H. KUNG	2020-07-22
001	2018-01-01	PETER L.H. KUNG	2019-10-11
001	2018-01-01	PETER KUNG	2020-10-06
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	WILLIAM TURNER
001	2012-01-01	WILLIAM TURNER
001	2011-01-01	WILLIAM TURNER	2012-07-12
001	2009-01-01	WILLIAM TURNER