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PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN
Plan identification number 001

PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A.
Employer identification number (EIN):223471829
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STUART E LEVINE, M.D. STUART E LEVINE, M.D.2018-10-11
0012016-01-01RICHARD FLEMING, M.D. RICHARD FLEMING, M.D.2017-10-13
0012015-01-01RICHARD FLEMING, M.D. RICHARD FLEMING, M.D.2016-10-21
0012015-01-01RICHARD FLEMING, M.D. RICHARD FLEMING, M.D.2016-10-17
0012014-01-01RICHARD FLEMING, M.D. RICHARD FLEMING, M.D.2015-10-13
0012013-01-01RICHARD FLEMING, M.D. RICHARD FLEMING, M.D.2014-10-14
0012012-01-01RICHARD FLEMING, M.D.
0012011-01-01RICHARD FLEMING, MD
0012009-01-01RICHARD FLEMING, M.D.

Plan Statistics for PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN

Measure Date Value
2020: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01137
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01143
Total number of active participants reported on line 7a of the Form 55002019-01-01123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01137
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01104
Total number of active participants reported on line 7a of the Form 55002018-01-01118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01137
Number of participants with account balances2018-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01106
Total number of active participants reported on line 7a of the Form 55002017-01-0178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0195
Number of participants with account balances2017-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01104
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01104
Number of participants with account balances2016-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01129
Total number of active participants reported on line 7a of the Form 55002015-01-0178
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0196
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-01125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01147
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01151
Number of participants with account balances2013-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01143
Number of participants with account balances2012-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01138
Total number of active participants reported on line 7a of the Form 55002011-01-01118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01137
Number of participants with account balances2011-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01136
Total number of active participants reported on line 7a of the Form 55002009-01-01111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01134
Number of participants with account balances2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN

Measure Date Value
2020 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total transfer of assets from this plan2020-03-31$20,023,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$82,210
Total income from all sources (including contributions)2020-03-31$-1,961,559
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$66,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$56,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$181,853
Value of total assets at end of year2020-03-31$0
Value of total assets at beginning of year2020-03-31$22,134,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$10,823
Total interest from all sources2020-03-31$2,835
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$51,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-03-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$51,100
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-31$0
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$174,620
Participant contributions at end of year2020-03-31$0
Participant contributions at beginning of year2020-03-31$153,350
Participant contributions at end of year2020-03-31$0
Participant contributions at beginning of year2020-03-31$21,701
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$7,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$82,210
Total non interest bearing cash at end of year2020-03-31$0
Total non interest bearing cash at beginning of year2020-03-31$11,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-2,028,548
Value of net assets at end of year (total assets less liabilities)2020-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$22,052,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$21,468,348
Interest on participant loans2020-03-31$2,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$111,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$111,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-2,197,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Employer contributions (assets) at end of year2020-03-31$0
Employer contributions (assets) at beginning of year2020-03-31$367,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$56,166
Contract administrator fees2020-03-31$10,823
Liabilities. Value of benefit claims payable at end of year2020-03-31$0
Did the plan have assets held for investment2020-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31CHERRY BEKAERT, LLP
Accountancy firm EIN2020-03-31560574444
2019 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$11,093
Total transfer of assets to this plan2019-12-31$11,093
Total transfer of assets from this plan2019-12-31$1,182,507
Total transfer of assets from this plan2019-12-31$1,182,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$82,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$82,210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$88,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$88,267
Total income from all sources (including contributions)2019-12-31$6,038,801
Total income from all sources (including contributions)2019-12-31$6,038,801
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,203,308
Total of all expenses incurred2019-12-31$1,203,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,166,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,166,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,401,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,401,904
Value of total assets at end of year2019-12-31$22,134,262
Value of total assets at end of year2019-12-31$22,134,262
Value of total assets at beginning of year2019-12-31$18,476,240
Value of total assets at beginning of year2019-12-31$18,476,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,744
Total interest from all sources2019-12-31$13,644
Total interest from all sources2019-12-31$13,644
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,417,073
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,417,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,417,073
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,417,073
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$728,303
Contributions received from participants2019-12-31$728,303
Participant contributions at end of year2019-12-31$153,350
Participant contributions at end of year2019-12-31$153,350
Participant contributions at beginning of year2019-12-31$210,663
Participant contributions at beginning of year2019-12-31$210,663
Participant contributions at end of year2019-12-31$21,701
Participant contributions at end of year2019-12-31$21,701
Participant contributions at beginning of year2019-12-31$28,479
Participant contributions at beginning of year2019-12-31$28,479
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,530
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$82,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$82,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$62,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$62,135
Total non interest bearing cash at end of year2019-12-31$11,504
Total non interest bearing cash at end of year2019-12-31$11,504
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,835,493
Value of net income/loss2019-12-31$4,835,493
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,052,052
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,052,052
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,387,973
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,387,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,468,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,468,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,756,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,756,103
Interest on participant loans2019-12-31$11,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$111,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$111,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$92,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$92,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$92,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$92,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,206,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,206,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$632,071
Contributions received in cash from employer2019-12-31$632,071
Employer contributions (assets) at end of year2019-12-31$367,420
Employer contributions (assets) at end of year2019-12-31$367,420
Employer contributions (assets) at beginning of year2019-12-31$388,157
Employer contributions (assets) at beginning of year2019-12-31$388,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,166,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,166,564
Contract administrator fees2019-12-31$36,744
Contract administrator fees2019-12-31$36,744
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$26,132
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$26,132
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT, LLP
Accountancy firm name2019-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2019-12-31560574444
Accountancy firm EIN2019-12-31560574444
2018 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,326,284
Total transfer of assets from this plan2018-12-31$623,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$88,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,282
Total income from all sources (including contributions)2018-12-31$279,904
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$187,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$122,315
Value of total corrective distributions2018-12-31$22,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,365,245
Value of total assets at end of year2018-12-31$18,476,240
Value of total assets at beginning of year2018-12-31$17,615,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,069
Total interest from all sources2018-12-31$10,373
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,407,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,407,150
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$744,080
Participant contributions at end of year2018-12-31$210,663
Participant contributions at beginning of year2018-12-31$138,346
Participant contributions at end of year2018-12-31$28,479
Participant contributions at beginning of year2018-12-31$19,881
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$62,135
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
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$92,238
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,387,973
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,592,808
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$17,756,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,981,421
Interest on participant loans2018-12-31$8,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$92,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$70,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$70,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,502,864
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$591,888
Employer contributions (assets) at end of year2018-12-31$388,157
Employer contributions (assets) at beginning of year2018-12-31$405,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$122,315
Contract administrator fees2018-12-31$43,069
Liabilities. Value of benefit claims payable at end of year2018-12-31$26,132
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$22,282
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 name2018-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2018-12-31560574444
2017 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$-12,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$109,360
Total income from all sources (including contributions)2017-12-31$4,093,823
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,181,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,137,815
Value of total corrective distributions2017-12-31$3,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,208,824
Value of total assets at end of year2017-12-31$17,615,090
Value of total assets at beginning of year2017-12-31$14,803,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,250
Total interest from all sources2017-12-31$7,797
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$948,559
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$948,559
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$537,394
Participant contributions at end of year2017-12-31$138,346
Participant contributions at beginning of year2017-12-31$181,029
Participant contributions at end of year2017-12-31$19,881
Participant contributions at beginning of year2017-12-31$13,106
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$66,402
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$109,360
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$2,775
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$2,911,967
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,592,808
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,693,702
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$16,981,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,180,604
Interest on participant loans2017-12-31$7,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$70,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$63,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$63,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,928,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$605,028
Employer contributions (assets) at end of year2017-12-31$405,005
Employer contributions (assets) at beginning of year2017-12-31$362,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,137,815
Contract administrator fees2017-12-31$40,250
Liabilities. Value of benefit claims payable at end of year2017-12-31$22,282
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2017-12-31560574444
2016 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$-43,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$109,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,878
Total income from all sources (including contributions)2016-12-31$1,750,384
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$813,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$777,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,065,447
Value of total assets at end of year2016-12-31$14,803,062
Value of total assets at beginning of year2016-12-31$13,811,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,992
Total interest from all sources2016-12-31$5,979
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$490,039
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$490,039
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$529,333
Participant contributions at end of year2016-12-31$181,029
Participant contributions at beginning of year2016-12-31$123,578
Participant contributions at end of year2016-12-31$13,106
Participant contributions at beginning of year2016-12-31$12,564
Liabilities. Value of operating payables at end of year2016-12-31$109,360
Total non interest bearing cash at end of year2016-12-31$2,775
Total non interest bearing cash at beginning of year2016-12-31$1,531
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$936,759
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,693,702
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,800,199
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$35,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,180,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,341,109
Interest on participant loans2016-12-31$5,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$63,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$188,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$536,114
Employer contributions (assets) at end of year2016-12-31$362,095
Employer contributions (assets) at beginning of year2016-12-31$323,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$777,633
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$10,878
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 name2016-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2016-12-31560574444
2015 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS 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$10,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,142,665
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$930,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$878,403
Expenses. Certain deemed distributions of participant loans2015-12-31$16,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,032,192
Value of total assets at end of year2015-12-31$13,811,077
Value of total assets at beginning of year2015-12-31$13,588,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,248
Total interest from all sources2015-12-31$5,931
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$547,510
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$547,510
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$536,719
Participant contributions at end of year2015-12-31$123,578
Participant contributions at beginning of year2015-12-31$194,723
Participant contributions at end of year2015-12-31$12,564
Participant contributions at beginning of year2015-12-31$12,801
Total non interest bearing cash at end of year2015-12-31$1,531
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$212,145
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,800,199
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,588,054
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,341,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,011,177
Interest on participant loans2015-12-31$5,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-442,968
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$495,473
Employer contributions (assets) at end of year2015-12-31$323,055
Employer contributions (assets) at beginning of year2015-12-31$358,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$878,403
Contract administrator fees2015-12-31$35,248
Liabilities. Value of benefit claims payable at end of year2015-12-31$10,878
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 name2015-12-31HILL, BARTH & KING LLC.
Accountancy firm EIN2015-12-31341897225
2014 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$16,909,706
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,328,351
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$771,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$725,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,099,535
Value of total assets at end of year2014-12-31$13,588,054
Value of total assets at beginning of year2014-12-31$28,940,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,284
Total interest from all sources2014-12-31$9,467
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$584,378
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$584,378
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
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$521,594
Participant contributions at end of year2014-12-31$194,723
Participant contributions at beginning of year2014-12-31$305,663
Participant contributions at end of year2014-12-31$12,801
Participant contributions at beginning of year2014-12-31$5,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$40,366
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$1,557,103
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,588,054
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,940,657
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
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$45,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,011,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,076,190
Interest on participant loans2014-12-31$9,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$272,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$272,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,248,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$634,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$537,575
Employer contributions (assets) at end of year2014-12-31$358,354
Employer contributions (assets) at beginning of year2014-12-31$296,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$725,964
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$11,118
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,724,691
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31OWEN & KWIECINSKI, LLP
Accountancy firm EIN2014-12-31223747565
2013 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-281,672
Total unrealized appreciation/depreciation of assets2013-12-31$-281,672
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$6,788,943
Total loss/gain on sale of assets2013-12-31$895,841
Total of all expenses incurred2013-12-31$721,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$617,184
Expenses. Certain deemed distributions of participant loans2013-12-31$17,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,598,006
Value of total assets at end of year2013-12-31$28,940,657
Value of total assets at beginning of year2013-12-31$22,873,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$86,916
Total interest from all sources2013-12-31$43,677
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$795,414
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$768,954
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$5,406
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$923,574
Participant contributions at end of year2013-12-31$305,663
Participant contributions at beginning of year2013-12-31$289,429
Participant contributions at end of year2013-12-31$5,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,013
Administrative expenses (other) incurred2013-12-31$184
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$6,067,610
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,940,657
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,873,047
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$1,104,923
Investment advisory and management fees2013-12-31$81,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,076,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,152,050
Interest on participant loans2013-12-31$13,023
Interest earned on other investments2013-12-31$25,747
Income. Interest from corporate debt instruments2013-12-31$4,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$272,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$938,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$938,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,248,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,180,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,737,677
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$674,432
Employer contributions (assets) at end of year2013-12-31$296,888
Employer contributions (assets) at beginning of year2013-12-31$780,157
Income. Dividends from preferred stock2013-12-31$1
Income. Dividends from common stock2013-12-31$26,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$617,184
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$11,118
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$160,048
Contract administrator fees2013-12-31$5,263
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
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,724,691
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,260,971
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
Aggregate proceeds on sale of assets2013-12-31$1,323,960
Aggregate carrying amount (costs) on sale of assets2013-12-31$428,119
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 name2013-12-31OWEN & KWIECINSKI, LLP
Accountancy firm EIN2013-12-31223747565
2012 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$296,909
Total unrealized appreciation/depreciation of assets2012-12-31$296,909
Total income from all sources (including contributions)2012-12-31$4,526,417
Total loss/gain on sale of assets2012-12-31$38,024
Total of all expenses incurred2012-12-31$659,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$605,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,010,520
Value of total assets at end of year2012-12-31$22,873,047
Value of total assets at beginning of year2012-12-31$19,006,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,987
Total interest from all sources2012-12-31$44,394
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$417,768
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$393,697
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$5,406
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$33,112
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$871,145
Participant contributions at end of year2012-12-31$289,429
Participant contributions at beginning of year2012-12-31$210,691
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,069
Other income not declared elsewhere2012-12-31$-122
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$3,866,571
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,873,047
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,006,476
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
Assets. partnership/joint venture interests at end of year2012-12-31$1,104,923
Assets. partnership/joint venture interests at beginning of year2012-12-31$922,353
Investment advisory and management fees2012-12-31$47,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,152,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,817,886
Interest on participant loans2012-12-31$10,766
Interest earned on other investments2012-12-31$28,236
Income. Interest from corporate debt instruments2012-12-31$5,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$938,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,050,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,050,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,180,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$843,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,718,924
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$1,122,323
Employer contributions (assets) at end of year2012-12-31$780,157
Employer contributions (assets) at beginning of year2012-12-31$715,757
Income. Dividends from preferred stock2012-12-31$775
Income. Dividends from common stock2012-12-31$23,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$605,859
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$160,048
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$377,382
Contract administrator fees2012-12-31$6,453
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
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,260,971
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,035,047
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
Aggregate proceeds on sale of assets2012-12-31$412,774
Aggregate carrying amount (costs) on sale of assets2012-12-31$374,750
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31OWEN & WIECINSKI, LLP
Accountancy firm EIN2012-12-31223747565
2011 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-202,762
Total unrealized appreciation/depreciation of assets2011-12-31$-202,762
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$816,022
Total loss/gain on sale of assets2011-12-31$5,530
Total of all expenses incurred2011-12-31$1,454,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,401,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,847,269
Value of total assets at end of year2011-12-31$19,006,476
Value of total assets at beginning of year2011-12-31$19,644,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,076
Total interest from all sources2011-12-31$33,994
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$507,713
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$488,111
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$33,112
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$29,230
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$819,813
Participant contributions at end of year2011-12-31$210,691
Participant contributions at beginning of year2011-12-31$188,773
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-638,490
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,006,476
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,644,966
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
Assets. partnership/joint venture interests at end of year2011-12-31$922,353
Assets. partnership/joint venture interests at beginning of year2011-12-31$990,746
Investment advisory and management fees2011-12-31$45,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,817,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,275,913
Interest on participant loans2011-12-31$8,729
Interest earned on other investments2011-12-31$19,407
Income. Interest from corporate debt instruments2011-12-31$5,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,050,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,199,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,199,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$843,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$900,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,375,722
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$1,027,456
Employer contributions (assets) at end of year2011-12-31$715,757
Employer contributions (assets) at beginning of year2011-12-31$679,925
Income. Dividends from preferred stock2011-12-31$2,284
Income. Dividends from common stock2011-12-31$17,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,401,436
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$377,382
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$381,832
Contract administrator fees2011-12-31$7,427
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,035,047
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$997,577
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
Aggregate proceeds on sale of assets2011-12-31$79,700
Aggregate carrying amount (costs) on sale of assets2011-12-31$74,170
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 name2011-12-31OWEN & KWIECINSKI,LLP
Accountancy firm EIN2011-12-31223747565
2010 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$357,853
Total unrealized appreciation/depreciation of assets2010-12-31$357,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,969,845
Total loss/gain on sale of assets2010-12-31$48,816
Total of all expenses incurred2010-12-31$669,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$616,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,766,435
Value of total assets at end of year2010-12-31$19,644,966
Value of total assets at beginning of year2010-12-31$16,345,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,024
Total interest from all sources2010-12-31$20,398
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$197,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$184,247
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$29,230
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$781,235
Participant contributions at end of year2010-12-31$188,773
Participant contributions at beginning of year2010-12-31$143,006
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$17,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,299,931
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,644,966
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,345,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$990,746
Assets. partnership/joint venture interests at beginning of year2010-12-31$815,788
Investment advisory and management fees2010-12-31$46,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,275,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,141,241
Interest on participant loans2010-12-31$7,056
Interest earned on other investments2010-12-31$8,731
Income. Interest from corporate debt instruments2010-12-31$4,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,199,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,134,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,134,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$900,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$344,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,578,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$985,200
Employer contributions (assets) at end of year2010-12-31$679,925
Employer contributions (assets) at beginning of year2010-12-31$663,278
Income. Dividends from preferred stock2010-12-31$246
Income. Dividends from common stock2010-12-31$13,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$616,890
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$381,832
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$322,775
Contract administrator fees2010-12-31$6,966
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$997,577
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$760,272
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$137,806
Aggregate carrying amount (costs) on sale of assets2010-12-31$88,990
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31OWEN & KWIECINSKI,LLP
Accountancy firm EIN2010-12-31223747565
2009 : PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN

2020: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS 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: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS 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: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PRINCETON ORTHOPAEDIC ASSOCIATES II, P.A. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FP6W
Policy instance 1
Insurance contract or identification numberGAP-CP-FP6W
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FP6W
Policy instance 1
Insurance contract or identification numberGAP-CP-FP6W
Number of Individuals Covered142
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-KE64
Policy instance 2
Insurance contract or identification numberGAP-B2-KE64
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $444
Total amount of fees paid to insurance companyUSD $104
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $444
Insurance broker organization code?7
Amount paid for insurance broker fees104
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBENEFIT PLANS ADMINISTRATIVE SERVIC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-KE64
Policy instance 1
Insurance contract or identification numberGAP-B2-KE64
Number of Individuals Covered143
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $28
Total amount of fees paid to insurance companyUSD $192
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28
Insurance broker organization code?7
Amount paid for insurance broker fees192
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBENEFIT PLANS ADMINISTRATIVE SERVIC
PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 )
Policy contract numberE1117476
Policy instance 2
Insurance contract or identification numberE1117476
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4968
Additional information about fees paid to insurance brokerCONTRACT FEES
Insurance broker organization code?4
Insurance broker nameELLIOTT GOLINKOFF
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-KE64
Policy instance 1
Insurance contract or identification numberGAP-B2-KE64
Number of Individuals Covered137
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $664
Total amount of fees paid to insurance companyUSD $166
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 )
Policy contract numberE1117476
Policy instance 2
Insurance contract or identification numberE1117476
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-KE64
Policy instance 1
Insurance contract or identification numberGAP-B2-KE64
Number of Individuals Covered128
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $688
Total amount of fees paid to insurance companyUSD $172
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $688
Insurance broker organization code?7
Amount paid for insurance broker fees172
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBENEFIT PLANS ADMINISTRATIVE SERVIC
PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 )
Policy contract numberE1117476
Policy instance 2
Insurance contract or identification numberE1117476
Number of Individuals Covered1
Insurance policy start date2010-09-16
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?4
Insurance broker nameELLIOTT GOLINKOFF

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