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Plan Name | ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | ORTHOPAEDIC INSTITUTE OF OHIO, INC. |
Employer identification number (EIN): | 311562435 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about ORTHOPAEDIC INSTITUTE OF OHIO, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1997-09-09 |
Company Identification Number: | 991107 |
Legal Registered Office Address: |
101 N. ELIZABETH STREET, SUITE 607 - LIMA United States of America (USA) 45801 |
More information about ORTHOPAEDIC INSTITUTE OF OHIO, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | HEATHER THOMAS | 2021-09-02 | HEATHER THOMAS | 2021-09-02 |
003 | 2019-01-01 | HEATHER THOMAS | 2020-09-01 | HEATHER THOMAS | 2020-09-01 |
003 | 2018-01-01 | HEATHER THOMAS | 2019-08-20 | HEATHER THOMAS | 2019-08-20 |
003 | 2017-01-01 | MARY HEATH | 2018-10-02 | MARY HEATH | 2018-10-02 |
Measure | Date | Value |
---|---|---|
2022: ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 8,938,378 |
Acturial value of plan assets | 2022-12-31 | 8,938,378 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 9 |
Fundng target for terminated vested participants | 2022-12-31 | 1,038,922 |
Active participant vested funding target | 2022-12-31 | 6,611,107 |
Number of active participants | 2022-12-31 | 116 |
Total funding liabilities for active participants | 2022-12-31 | 6,616,192 |
Total participant count | 2022-12-31 | 125 |
Total funding target for all participants | 2022-12-31 | 7,655,114 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 974,990 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 1,027,444 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 1,938,874 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 1,871,003 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 1,872,413 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 589,149 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 589,149 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 1,871,003 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 125 |
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 | 8 |
Total of all active and inactive participants | 2022-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 6,262,430 |
Acturial value of plan assets | 2021-12-31 | 6,262,430 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 13 |
Fundng target for terminated vested participants | 2021-12-31 | 35,061 |
Active participant vested funding target | 2021-12-31 | 5,287,025 |
Number of active participants | 2021-12-31 | 127 |
Total funding liabilities for active participants | 2021-12-31 | 5,287,025 |
Total participant count | 2021-12-31 | 140 |
Total funding target for all participants | 2021-12-31 | 5,322,086 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 2,193,289 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 2,100,118 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 2,065,472 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 1,125,128 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 1,125,128 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 2,100,118 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 112 |
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 | 9 |
Total of all active and inactive participants | 2021-01-01 | 121 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 6,658,002 |
Acturial value of plan assets | 2020-12-31 | 6,658,002 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 10 |
Fundng target for terminated vested participants | 2020-12-31 | 253,267 |
Active participant vested funding target | 2020-12-31 | 5,715,857 |
Number of active participants | 2020-12-31 | 109 |
Total funding liabilities for active participants | 2020-12-31 | 5,723,193 |
Total participant count | 2020-12-31 | 119 |
Total funding target for all participants | 2020-12-31 | 5,976,460 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 145,160 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 152,824 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 16,670 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 3,932,140 |
Acturial value of plan assets | 2019-12-31 | 3,932,140 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 4 |
Fundng target for terminated vested participants | 2019-12-31 | 228,772 |
Active participant vested funding target | 2019-12-31 | 3,585,910 |
Number of active participants | 2019-12-31 | 106 |
Total funding liabilities for active participants | 2019-12-31 | 3,588,069 |
Total participant count | 2019-12-31 | 110 |
Total funding target for all participants | 2019-12-31 | 3,816,841 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 637,808 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 673,143 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 1,892,947 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,819,024 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,789,163 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,673,864 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 1,673,864 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,819,024 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 2,263,409 |
Acturial value of plan assets | 2018-12-31 | 2,263,409 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 1,735,447 |
Number of active participants | 2018-12-31 | 110 |
Total funding liabilities for active participants | 2018-12-31 | 1,741,497 |
Total participant count | 2018-12-31 | 110 |
Total funding target for all participants | 2018-12-31 | 1,741,497 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 347,413 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 368,223 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 1,913,028 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,829,266 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,713,370 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,191,458 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 1,191,458 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,829,266 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 0 |
Acturial value of plan assets | 2017-12-31 | 0 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 0 |
Number of active participants | 2017-12-31 | 101 |
Total funding liabilities for active participants | 2017-12-31 | 0 |
Total participant count | 2017-12-31 | 101 |
Total funding target for all participants | 2017-12-31 | 0 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 2,163,926 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 2,077,735 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,504,323 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,504,323 |
Additional cash requirement | 2017-12-31 | 1,504,323 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,077,735 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Measure | Date | Value |
---|---|---|
2022 : ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $1,505 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $1,505 |
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 | $899,679 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,089,682 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,037,611 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,938,874 |
Value of total assets at end of year | 2022-12-31 | $8,752,181 |
Value of total assets at beginning of year | 2022-12-31 | $8,942,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $52,071 |
Total interest from all sources | 2022-12-31 | $42,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $134,344 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $119,369 |
Administrative expenses professional fees incurred | 2022-12-31 | $615 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $6,681 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $-2,810 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $1,236 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $5,754 |
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 | $-190,003 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,752,181 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,942,184 |
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 | $51,456 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,921,161 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,284,607 |
Interest earned on other investments | 2022-12-31 | $1,045 |
Income. Interest from US Government securities | 2022-12-31 | $15,553 |
Income. Interest from corporate debt instruments | 2022-12-31 | $26,113 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $158,157 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $105,907 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $105,907 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $16 |
Asset value of US Government securities at end of year | 2022-12-31 | $1,260,771 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $1,134,641 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,214,961 |
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 | $1,938,874 |
Employer contributions (assets) at end of year | 2022-12-31 | $353,285 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $554,265 |
Income. Dividends from common stock | 2022-12-31 | $14,975 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,037,611 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $1,016,281 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $970,067 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $1,041,290 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $880,262 |
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 | BARNES, DENNIG & CO., LTD |
Accountancy firm EIN | 2022-12-31 | 311119890 |
2021 : ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $91,814 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $91,814 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,766,098 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $86,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $47,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,193,289 |
Value of total assets at end of year | 2021-12-31 | $8,942,184 |
Value of total assets at beginning of year | 2021-12-31 | $6,262,430 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $39,013 |
Total interest from all sources | 2021-12-31 | $24,516 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $128,156 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $123,285 |
Administrative expenses professional fees incurred | 2021-12-31 | $765 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $6,681 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $5,754 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $56,245 |
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 | $2,679,754 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,942,184 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,262,430 |
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 | $38,248 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,284,607 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,206,185 |
Interest earned on other investments | 2021-12-31 | $1,186 |
Income. Interest from US Government securities | 2021-12-31 | $6,078 |
Income. Interest from corporate debt instruments | 2021-12-31 | $17,227 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $105,907 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $25 |
Asset value of US Government securities at end of year | 2021-12-31 | $1,134,641 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $328,323 |
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 | $2,193,289 |
Employer contributions (assets) at end of year | 2021-12-31 | $554,265 |
Income. Dividends from common stock | 2021-12-31 | $4,871 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $47,331 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $970,067 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $880,262 |
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 | BARNES, DENNIG & CO., LTD |
Accountancy firm EIN | 2021-12-31 | 311119890 |
2022: ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE 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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single 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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |