401k Plan data: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN plan

UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN
Plan identification number	002

UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

UPPER BUCKS ORTHOPAEDIC ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: UPPER BUCKS ORTHOPAEDIC ASSOCIATION

Employer identification number (EIN): 231723665

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

Additional information about UPPER BUCKS ORTHOPAEDIC ASSOCIATION

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 604137

More information about UPPER BUCKS ORTHOPAEDIC ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 STEVEN CASEY, M.D. 2024-09-03 STEVEN CASEY, M.D. 2024-09-03
002 2022-01-01 STEVEN CASEY, M.D. 2023-10-06 STEVEN CASEY, M.D. 2023-10-06
002 2021-01-01 STEVEN CASEY 2022-10-17 STEVEN CASEY 2022-10-17
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 STEVEN CASEY
002 2016-01-01 STEVEN CASEY
002 2015-01-01 STEVEN CASEY
002 2014-01-01 JAMES M. HURLEY
002 2013-01-01 JAMES M. HURLEY
002 2012-01-01 JAMES M. HURLEY
002 2011-01-01 JAMES M. HURLEY
002 2010-01-01 JAMES M. HURLEY
002 2009-01-01 JAMES M. HURLEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	STEVEN CASEY, M.D.	2024-09-03	STEVEN CASEY, M.D.	2024-09-03
002	2022-01-01	STEVEN CASEY, M.D.	2023-10-06	STEVEN CASEY, M.D.	2023-10-06
002	2021-01-01	STEVEN CASEY	2022-10-17	STEVEN CASEY	2022-10-17
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	STEVEN CASEY
002	2016-01-01	STEVEN CASEY
002	2015-01-01	STEVEN CASEY
002	2014-01-01	JAMES M. HURLEY
002	2013-01-01	JAMES M. HURLEY
002	2012-01-01	JAMES M. HURLEY
002	2011-01-01	JAMES M. HURLEY
002	2010-01-01	JAMES M. HURLEY
002	2009-01-01	JAMES M. HURLEY

Financial Data on UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN

Measure	Date	Value
2025 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-27	330
Total liabilities as of the beginning of the plan year	2025-07-27	330
Total expenses incurred by plan in this plan year	2025-07-27	304026
Net assets as of the end of the plan year	2025-07-27	16519039
Total assets as of the beginning of the plan year	2025-07-27	14613596
Value of plan covered by a fidelity bond	2025-07-27	500000
Participant contributions to plan in this plan year	2025-07-27	134704
Value of participant loans at end of plan year	2025-07-27	65216
Other income to plan in this plan year	2025-07-27	1958587
Plan net income in this plan year	2025-07-27	1905443
Net assets as of the end of the plan year	2025-07-27	16518709
Net assets as of the beginning of the plan year	2025-07-27	14613266
Employer contributions to plan in this plan year	2025-07-27	116178
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-27	2841
2024 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-09-03	330
Total liabilities as of the beginning of the plan year	2024-09-03	0
Total expenses incurred by plan in this plan year	2024-09-03	579141
Net assets as of the end of the plan year	2024-09-03	14613596
Total assets as of the beginning of the plan year	2024-09-03	12800194
Value of plan covered by a fidelity bond	2024-09-03	500000
Participant contributions to plan in this plan year	2024-09-03	111508
Value of participant loans at end of plan year	2024-09-03	26442
Other income to plan in this plan year	2024-09-03	2187528
Plan net income in this plan year	2024-09-03	1813072
Net assets as of the end of the plan year	2024-09-03	14613266
Net assets as of the beginning of the plan year	2024-09-03	12800194
Employer contributions to plan in this plan year	2024-09-03	93177
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-03	4446
2020 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,674,173
Expenses. Total of all expenses incurred	2020-12-31	$363,597
Benefits paid (including direct rollovers)	2020-12-31	$362,719
Total plan assets at end of year	2020-12-31	$12,901,374
Total plan assets at beginning of year	2020-12-31	$11,590,798
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$83,178
Other income received	2020-12-31	$1,512,002
Net income (gross income less expenses)	2020-12-31	$1,310,576
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$12,901,374
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$11,590,798
Assets. Value of participant loans	2020-12-31	$44,719
Total contributions received or receivable from employer(s)	2020-12-31	$78,993
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$3,122,085
Expenses. Total of all expenses incurred	2019-12-31	$7,263,226
Benefits paid (including direct rollovers)	2019-12-31	$7,232,375
Total plan assets at end of year	2019-12-31	$11,590,798
Total plan assets at beginning of year	2019-12-31	$15,731,939
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$78,671
Contributions received from other sources (not participants or employers)	2019-12-31	$164,708
Other income received	2019-12-31	$2,806,697
Net income (gross income less expenses)	2019-12-31	$-4,141,141
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$11,590,798
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$15,731,939
Assets. Value of participant loans	2019-12-31	$54,210
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$118,944
Total contributions received or receivable from employer(s)	2019-12-31	$72,009
Value of certain deemed distributions of participant loans	2019-12-31	$30,466
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-622,348
Expenses. Total of all expenses incurred	2018-12-31	$70,138
Benefits paid (including direct rollovers)	2018-12-31	$69,988
Total plan assets at end of year	2018-12-31	$15,731,939
Total plan assets at beginning of year	2018-12-31	$16,424,425
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$165,434
Other income received	2018-12-31	$-922,495
Net income (gross income less expenses)	2018-12-31	$-692,486
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$15,731,939
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$16,424,425
Assets. Value of participant loans	2018-12-31	$66,300
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$209,017
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$118,944
Total contributions received or receivable from employer(s)	2018-12-31	$134,713
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,481,922
Expenses. Total of all expenses incurred	2017-12-31	$243,619
Benefits paid (including direct rollovers)	2017-12-31	$243,619
Total plan assets at end of year	2017-12-31	$16,424,425
Total plan assets at beginning of year	2017-12-31	$14,186,122
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$205,335
Other income received	2017-12-31	$1,980,242
Net income (gross income less expenses)	2017-12-31	$2,238,303
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$16,424,425
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$14,186,122
Assets. Value of participant loans	2017-12-31	$45,124
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$217,920
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$11,116
Total contributions received or receivable from employer(s)	2017-12-31	$296,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,511,525
Expenses. Total of all expenses incurred	2016-12-31	$216,177
Benefits paid (including direct rollovers)	2016-12-31	$216,027
Total plan assets at end of year	2016-12-31	$14,186,122
Total plan assets at beginning of year	2016-12-31	$12,890,774
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$216,396
Contributions received from other sources (not participants or employers)	2016-12-31	$20,112
Other income received	2016-12-31	$898,405
Net income (gross income less expenses)	2016-12-31	$1,295,348
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$14,186,122
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$12,890,774
Assets. Value of participant loans	2016-12-31	$58,516
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$298,578
Total contributions received or receivable from employer(s)	2016-12-31	$376,612
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$615,869
Expenses. Total of all expenses incurred	2015-12-31	$155,512
Benefits paid (including direct rollovers)	2015-12-31	$155,059
Total plan assets at end of year	2015-12-31	$12,890,774
Total plan assets at beginning of year	2015-12-31	$12,430,417
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$213,951
Contributions received from other sources (not participants or employers)	2015-12-31	$81,644
Other income received	2015-12-31	$-47,063
Net income (gross income less expenses)	2015-12-31	$460,357
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$12,890,774
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$12,430,417
Assets. Value of participant loans	2015-12-31	$70,400
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$277,622
Total contributions received or receivable from employer(s)	2015-12-31	$367,337
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$453
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,397,635
Expenses. Total of all expenses incurred	2014-12-31	$357,535
Benefits paid (including direct rollovers)	2014-12-31	$357,532
Total plan assets at end of year	2014-12-31	$12,430,417
Total plan assets at beginning of year	2014-12-31	$11,390,317
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$201,377
Contributions received from other sources (not participants or employers)	2014-12-31	$22,670
Other income received	2014-12-31	$825,837
Net income (gross income less expenses)	2014-12-31	$1,040,100
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$12,430,417
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$11,390,317
Assets. Value of participant loans	2014-12-31	$46,450
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$211,563
Total contributions received or receivable from employer(s)	2014-12-31	$347,751
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,536,257
Expenses. Total of all expenses incurred	2013-12-31	$488,607
Benefits paid (including direct rollovers)	2013-12-31	$458,459
Total plan assets at end of year	2013-12-31	$11,390,317
Total plan assets at beginning of year	2013-12-31	$10,342,667
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$206,270
Expenses. Other expenses not covered elsewhere	2013-12-31	$30,148
Other income received	2013-12-31	$999,626
Net income (gross income less expenses)	2013-12-31	$1,047,650
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$11,390,317
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$10,342,667
Assets. Value of participant loans	2013-12-31	$63,012
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$159,677
Total contributions received or receivable from employer(s)	2013-12-31	$330,361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,389,521
Expenses. Total of all expenses incurred	2012-12-31	$127,733
Benefits paid (including direct rollovers)	2012-12-31	$90,297
Total plan assets at end of year	2012-12-31	$10,342,667
Total plan assets at beginning of year	2012-12-31	$9,080,879
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$205,904
Contributions received from other sources (not participants or employers)	2012-12-31	$4,957
Other income received	2012-12-31	$846,671
Net income (gross income less expenses)	2012-12-31	$1,261,788
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$10,342,667
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,080,879
Assets. Value of participant loans	2012-12-31	$80,893
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$183,689
Total contributions received or receivable from employer(s)	2012-12-31	$331,989
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$37,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$186,038
Expenses. Total of all expenses incurred	2011-12-31	$630,870
Benefits paid (including direct rollovers)	2011-12-31	$630,045
Total plan assets at end of year	2011-12-31	$9,080,879
Total plan assets at beginning of year	2011-12-31	$9,525,711
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$185,827
Other income received	2011-12-31	$-314,165
Net income (gross income less expenses)	2011-12-31	$-444,832
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,080,879
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$9,525,711
Assets. Value of participant loans	2011-12-31	$89,659
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$160,880
Total contributions received or receivable from employer(s)	2011-12-31	$314,376
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,439,708
Expenses. Total of all expenses incurred	2010-12-31	$18,493
Benefits paid (including direct rollovers)	2010-12-31	$17,918
Total plan assets at end of year	2010-12-31	$9,525,711
Total plan assets at beginning of year	2010-12-31	$8,104,496
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$175,024
Other income received	2010-12-31	$956,164
Net income (gross income less expenses)	2010-12-31	$1,421,215
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$9,525,711
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,104,496
Assets. Value of participant loans	2010-12-31	$28,044
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$125,741
Total contributions received or receivable from employer(s)	2010-12-31	$308,520
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN

2020: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UPPER BUCKS ORTHOPAEDIC ASSOCIATION 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	873742
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	873742
Policy instance	1

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Company Name:	UPPER BUCKS ORTHOPAEDIC ASSOCIATION
Employer identification number (EIN):	231723665
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	604137