401k Plan data: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN plan

MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN
Plan identification number	001

MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MID-AMERICA ORTHOPEDICS, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: MID-AMERICA ORTHOPEDICS, L.L.C.

Employer identification number (EIN): 262436650

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 PAT D DO 2018-09-17 PAT D DO 2018-09-17
001 2016-01-01 PAT D DO 2017-09-14 PAT D DO 2017-09-14
001 2015-01-01 PAT DO 2016-09-28 PAT DO 2016-09-28
001 2014-01-01 PAT DO 2015-08-31 PAT DO 2015-08-31
001 2013-01-01 PAT DO 2014-09-03 PAT DO 2014-09-03
001 2012-01-01 PAT D DO 2013-08-07 PAT D DO 2013-08-07
001 2011-01-01 PAT DO 2012-10-03 PAT DO 2012-10-03
001 2010-01-01 PAT D DO 2011-10-03 PAT D DO 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	PAT D DO	2018-09-17	PAT D DO	2018-09-17
001	2016-01-01	PAT D DO	2017-09-14	PAT D DO	2017-09-14
001	2015-01-01	PAT DO	2016-09-28	PAT DO	2016-09-28
001	2014-01-01	PAT DO	2015-08-31	PAT DO	2015-08-31
001	2013-01-01	PAT DO	2014-09-03	PAT DO	2014-09-03
001	2012-01-01	PAT D DO	2013-08-07	PAT D DO	2013-08-07
001	2011-01-01	PAT DO	2012-10-03	PAT DO	2012-10-03
001	2010-01-01	PAT D DO	2011-10-03	PAT D DO	2011-10-03

Plan Statistics for MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN

Measure Date Value
2022: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 118
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 48
Total of all active and inactive participants 2022-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 166
Number of participants with account balances 2022-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 103
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 63
Total of all active and inactive participants 2021-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 166
Number of participants with account balances 2021-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 106
Number of other retired or separated participants entitled to future benefits 2020-01-01 50
Total of all active and inactive participants 2020-01-01 156
Total participants 2020-01-01 156
Number of participants with account balances 2020-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 104
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 138
Number of participants with account balances 2019-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 104
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 126
Number of participants with account balances 2018-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	118
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	48
Total of all active and inactive participants	2022-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	166
Number of participants with account balances	2022-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	103
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	63
Total of all active and inactive participants	2021-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	166
Number of participants with account balances	2021-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	106
Number of other retired or separated participants entitled to future benefits	2020-01-01	50
Total of all active and inactive participants	2020-01-01	156
Total participants	2020-01-01	156
Number of participants with account balances	2020-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	104
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	138
Number of participants with account balances	2019-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	104
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	126
Number of participants with account balances	2018-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-861,287
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$354,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$303,792
Value of total corrective distributions	2022-12-31	$2,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,156,690
Value of total assets at end of year	2022-12-31	$10,661,539
Value of total assets at beginning of year	2022-12-31	$11,877,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$48,655
Total interest from all sources	2022-12-31	$2,922
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$490,282
Participant contributions at end of year	2022-12-31	$82,302
Participant contributions at beginning of year	2022-12-31	$113,832
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$319,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,215,847
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,661,539
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,877,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$48,655
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,143,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,443,451
Interest on participant loans	2022-12-31	$2,922
Value of interest in common/collective trusts at end of year	2022-12-31	$228,336
Value of interest in common/collective trusts at beginning of year	2022-12-31	$36,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,020,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$347,094
Employer contributions (assets) at end of year	2022-12-31	$207,513
Employer contributions (assets) at beginning of year	2022-12-31	$283,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$303,792
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KOCH SIEDHOFF HAND & DUNN, LLP
Accountancy firm EIN	2022-12-31	480922808
2021 : MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,167,155
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$538,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$500,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$970,989
Value of total assets at end of year	2021-12-31	$11,877,386
Value of total assets at beginning of year	2021-12-31	$10,248,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$37,920
Total interest from all sources	2021-12-31	$4,421
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$1,600
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$543,663
Participant contributions at end of year	2021-12-31	$113,832
Participant contributions at beginning of year	2021-12-31	$116,530
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,629,004
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,877,386
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,248,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$11,676
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,443,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,757,729
Interest on participant loans	2021-12-31	$4,421
Value of interest in common/collective trusts at end of year	2021-12-31	$36,652
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,191,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$423,966
Employer contributions (assets) at end of year	2021-12-31	$283,451
Employer contributions (assets) at beginning of year	2021-12-31	$374,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$500,231
Contract administrator fees	2021-12-31	$24,644
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KOCH SIEDHOFF HAND & DUNN, LLP
Accountancy firm EIN	2021-12-31	480922808
2020 : MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$6,393
Total income from all sources (including contributions)	2020-12-31	$2,567,112
Total of all expenses incurred	2020-12-31	$540,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$526,546
Expenses. Certain deemed distributions of participant loans	2020-12-31	$12,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$904,471
Value of total assets at end of year	2020-12-31	$10,248,382
Value of total assets at beginning of year	2020-12-31	$8,228,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,042
Total interest from all sources	2020-12-31	$4,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$1,050
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$461,520
Participant contributions at end of year	2020-12-31	$116,530
Participant contributions at beginning of year	2020-12-31	$95,669
Participant contributions at end of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$68,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$6,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,026,242
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,248,382
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,222,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$992
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,757,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,306,315
Interest on participant loans	2020-12-31	$4,602
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$194,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$291,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,647,534
Net investment gain or loss from common/collective trusts	2020-12-31	$10,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$374,192
Employer contributions (assets) at end of year	2020-12-31	$374,123
Employer contributions (assets) at beginning of year	2020-12-31	$340,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$526,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ADAMSBROWN LLC
Accountancy firm EIN	2020-12-31	843541096
2019 : MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,393
Total income from all sources (including contributions)	2019-12-31	$2,219,159
Total of all expenses incurred	2019-12-31	$158,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$156,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$821,601
Value of total assets at end of year	2019-12-31	$8,228,533
Value of total assets at beginning of year	2019-12-31	$6,161,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,989
Total interest from all sources	2019-12-31	$5,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$1,989
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$386,115
Participant contributions at end of year	2019-12-31	$95,669
Participant contributions at beginning of year	2019-12-31	$133,404
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$94,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$6,393
Other income not declared elsewhere	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,060,833
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,222,140
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,161,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,306,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,273,921
Interest on participant loans	2019-12-31	$5,326
Value of interest in common/collective trusts at end of year	2019-12-31	$194,874
Value of interest in common/collective trusts at beginning of year	2019-12-31	$135,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$291,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$292,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,378,952
Net investment gain or loss from common/collective trusts	2019-12-31	$13,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$340,510
Employer contributions (assets) at end of year	2019-12-31	$340,510
Employer contributions (assets) at beginning of year	2019-12-31	$325,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$156,337
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ADAMS, BROWN, BERAN & BALL, CHTD
Accountancy firm EIN	2019-12-31	481040139
2018 : MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$317,349
Total of all expenses incurred	2018-12-31	$245,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$242,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$771,391
Value of total assets at end of year	2018-12-31	$6,161,307
Value of total assets at beginning of year	2018-12-31	$6,089,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,822
Total interest from all sources	2018-12-31	$4,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,822
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$423,318
Participant contributions at end of year	2018-12-31	$133,404
Participant contributions at beginning of year	2018-12-31	$82,478
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$22,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$71,989
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,161,307
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,089,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,273,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,361,078
Interest on participant loans	2018-12-31	$4,761
Value of interest in common/collective trusts at end of year	2018-12-31	$135,845
Value of interest in common/collective trusts at beginning of year	2018-12-31	$106,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$292,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$220,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-458,715
Net investment gain or loss from common/collective trusts	2018-12-31	$-88
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$325,185
Employer contributions (assets) at end of year	2018-12-31	$325,172
Employer contributions (assets) at beginning of year	2018-12-31	$318,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$242,538
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ADAMS, BROWN, BERAN & BALL, CHTD
Accountancy firm EIN	2018-12-31	481040139

Form 5500 Responses for MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN

2022: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MID-AMERICA ORTHOPEDICS, L.L.C. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-829658

Policy instance

Insurance contract or identification number	GA-829658
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $19,285
Total amount of fees paid to insurance company	USD $3,849
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $19,285
Insurance broker organization code?	7
Amount paid for insurance broker fees	3849
Additional information about fees paid to insurance broker	ADMIN ALLOWANCE

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-829658

Policy instance

Insurance contract or identification number	GA-829658
Number of Individuals Covered	138
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $12,456
Total amount of fees paid to insurance company	USD $3,251
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $12,456
Insurance broker organization code?	7
Amount paid for insurance broker fees	3251

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-829658

Policy instance

Insurance contract or identification number	GA-829658
Number of Individuals Covered	126
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $15,201
Total amount of fees paid to insurance company	USD $2,276
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $15,201
Insurance broker organization code?	7
Amount paid for insurance broker fees	2276

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Company Name:	MID-AMERICA ORTHOPEDICS, L.L.C.
Employer identification number (EIN):	262436650
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)