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SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameSAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST
Plan identification number 002

SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC.
Employer identification number (EIN):330376200
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01NABIL RAZZOUK2021-04-23
0022019-01-01NABIL RAZZOUK2020-10-05
0022018-01-01NABIL RAZZOUK2019-10-14
0022017-01-01NABIL RAZZOUK
0022016-01-01NABIL RAZZOUK
0022015-01-01NABIL RAZZOUK
0022014-01-01NABIL RAZZOUK
0022013-01-01NABIL RAZZOUK2014-09-19
0022012-01-01NABIL RAZZOUK2013-10-10
0022011-01-01NABIL RAZZOUK2012-09-21

Plan Statistics for SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2020: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-319,466,885
Acturial value of plan assets2019-12-319,466,885
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-31836,146
Active participant vested funding target2019-12-315,964,439
Number of active participants2019-12-31290
Total funding liabilities for active participants2019-12-315,964,439
Total participant count2019-12-31293
Total funding target for all participants2019-12-316,800,585
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,255,542
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,255,542
Present value of excess contributions2019-12-31288,456
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31305,561
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-312,944,312
Total employer contributions2019-12-31821,549
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31776,409
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,361,245
Net shortfall amortization installment of oustanding balance2019-12-31278,012
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,406,419
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31604,272
Additional cash requirement2019-12-31802,147
Contributions allocatedtoward minimum required contributions for current year2019-12-31776,409
Unpaid minimum required contributions for current year2019-12-3125,738
Unpaid minimum required contributions for all years2019-12-3125,738
Total participants, beginning-of-year2019-01-01226
Total number of active participants reported on line 7a of the Form 55002019-01-01290
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-3110,117,229
Acturial value of plan assets2018-12-3110,117,229
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-316,039,176
Number of active participants2018-12-31272
Total funding liabilities for active participants2018-12-316,039,176
Total participant count2018-12-31272
Total funding target for all participants2018-12-316,039,176
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,754,033
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-312,754,033
Present value of excess contributions2018-12-31298,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31316,970
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,255,542
Total employer contributions2018-12-31604,481
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31591,178
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,125,233
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31302,722
Additional cash requirement2018-12-31302,722
Contributions allocatedtoward minimum required contributions for current year2018-12-31591,178
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01230
Total number of active participants reported on line 7a of the Form 55002018-01-01226
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-317,998,299
Acturial value of plan assets2017-12-317,998,299
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31542,832
Active participant vested funding target2017-12-314,813,164
Number of active participants2017-12-31228
Total funding liabilities for active participants2017-12-314,813,164
Total participant count2017-12-31229
Total funding target for all participants2017-12-315,355,996
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,546,494
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-312,546,494
Present value of excess contributions2017-12-31138,277
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31146,532
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,754,033
Total employer contributions2017-12-311,374,575
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,309,238
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,010,463
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,010,463
Additional cash requirement2017-12-311,010,463
Contributions allocatedtoward minimum required contributions for current year2017-12-311,309,238
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01191
Total number of active participants reported on line 7a of the Form 55002017-01-01228
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-316,542,676
Acturial value of plan assets2016-12-316,542,676
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31465,900
Active participant vested funding target2016-12-313,757,206
Number of active participants2016-12-31190
Total funding liabilities for active participants2016-12-313,757,206
Total participant count2016-12-31191
Total funding target for all participants2016-12-314,223,106
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,631,763
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-312,631,763
Present value of excess contributions2016-12-31230,483
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31244,773
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,546,494
Total employer contributions2016-12-31904,076
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31865,218
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31726,941
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31726,941
Additional cash requirement2016-12-31726,941
Contributions allocatedtoward minimum required contributions for current year2016-12-31865,218
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01160
Total number of active participants reported on line 7a of the Form 55002016-01-01190
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01191
2015: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01149
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2020 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$136,076
Total income from all sources (including contributions)2020-07-31$0
Total loss/gain on sale of assets2020-07-31$0
Total of all expenses incurred2020-07-31$10,815,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$10,815,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$0
Value of total assets at end of year2020-07-31$0
Value of total assets at beginning of year2020-07-31$10,951,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$0
Total interest from all sources2020-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-07-31$0
Administrative expenses professional fees incurred2020-07-31$0
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$500,000
If this is an individual account plan, was there a blackout period2020-07-31No
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-07-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-07-31$84,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-07-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-07-31$136,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$-10,815,058
Value of net assets at end of year (total assets less liabilities)2020-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$10,815,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-31$10,207,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-07-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-07-31$201,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-07-31$201,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31Yes
Was there a failure to transmit to the plan any participant contributions2020-07-31No
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Employer contributions (assets) at end of year2020-07-31$0
Employer contributions (assets) at beginning of year2020-07-31$458,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-31$10,815,058
Did the plan have assets held for investment2020-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31Yes
Opinion of an independent qualified public accountant for this plan2020-07-31Unqualified
Accountancy firm name2020-07-31ROGERS ANDERSON, MALODY & SCOTT
Accountancy firm EIN2020-07-31952066206
2019 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$136,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,151,596
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,084,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$956,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$821,549
Value of total assets at end of year2019-12-31$10,951,134
Value of total assets at beginning of year2019-12-31$9,747,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$128,104
Total interest from all sources2019-12-31$3,189
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$184,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$184,002
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$84,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$136,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$51,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,067,147
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,815,058
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,747,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$76,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,207,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,786,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$201,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$154,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$154,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,142,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$821,549
Employer contributions (assets) at end of year2019-12-31$458,149
Employer contributions (assets) at beginning of year2019-12-31$344,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$956,345
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$461,798
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2019-12-31952066206
2018 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-296,752
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$77,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$604,491
Value of total assets at end of year2018-12-31$9,747,911
Value of total assets at beginning of year2018-12-31$10,122,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$77,788
Total interest from all sources2018-12-31$278,002
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-374,540
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,747,911
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,122,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$77,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,786,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,992,655
Income. Interest from corporate debt instruments2018-12-31$276,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$154,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$135,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$135,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,179,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$604,491
Employer contributions (assets) at end of year2018-12-31$344,896
Employer contributions (assets) at beginning of year2018-12-31$442,971
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$461,798
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$550,967
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2018-12-31952066206
2017 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,500
Total income from all sources (including contributions)2017-12-31$2,889,039
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$745,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$680,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,374,575
Value of total assets at end of year2017-12-31$10,122,451
Value of total assets at beginning of year2017-12-31$8,002,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$65,025
Total interest from all sources2017-12-31$688
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$195,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$195,850
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$23,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,143,119
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,122,451
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,979,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$65,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,992,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,658,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$135,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$647,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$647,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,317,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,374,575
Employer contributions (assets) at end of year2017-12-31$442,971
Employer contributions (assets) at beginning of year2017-12-31$248,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$680,895
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$550,967
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$448,670
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2017-12-31952066206
2016 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,493,491
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$58,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$904,072
Value of total assets at end of year2016-12-31$8,002,832
Value of total assets at beginning of year2016-12-31$6,544,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,204
Total interest from all sources2016-12-31$52
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$153,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$146,937
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$23,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,435,287
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,979,332
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,544,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$58,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,658,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,879,451
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$647,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$124,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$124,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$436,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$904,072
Employer contributions (assets) at end of year2016-12-31$248,300
Employer contributions (assets) at beginning of year2016-12-31$164,928
Income. Dividends from common stock2016-12-31$6,261
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$448,670
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$375,394
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2016-12-31952066206
2015 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$789,396
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$55,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$937,250
Value of total assets at end of year2015-12-31$6,544,045
Value of total assets at beginning of year2015-12-31$5,809,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$55,097
Total interest from all sources2015-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$248,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$248,417
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$734,299
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,544,045
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,809,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$55,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,879,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,175,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$124,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$179,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$179,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-396,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$937,250
Employer contributions (assets) at end of year2015-12-31$164,928
Employer contributions (assets) at beginning of year2015-12-31$355,233
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$375,394
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$99,586
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ROGERS ANDERSON MALODY & SCOTT, CPA
Accountancy firm EIN2015-12-31952066206
2014 : SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,798,520
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$40,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,560,100
Value of total assets at end of year2014-12-31$5,809,746
Value of total assets at beginning of year2014-12-31$4,051,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,482
Total interest from all sources2014-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$285,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$285,271
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,758,038
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,809,746
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,051,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$40,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,175,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,908,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$179,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$19,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$19,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19
Net gain/loss from 103.12 investment entities2014-12-31$-46,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,560,100
Employer contributions (assets) at end of year2014-12-31$355,233
Employer contributions (assets) at beginning of year2014-12-31$1,124,677
Income. Dividends from common stock2014-12-31$90
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$99,586
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SOREN MCADAM CHRISTENSON, LLP
Accountancy firm EIN2014-12-31770549163

Form 5500 Responses for SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST

2020: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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