M & M ORTHOPAEDICS, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M & M ORTHOPAEDICS, LTD. RETIREMENT & INCENTIVE SAVINGS PLAN AND TRUST
401k plan membership statisitcs for M & M ORTHOPAEDICS, LTD. RETIREMENT & INCENTIVE SAVINGS PLAN AND TRUST
Measure | Date | Value |
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2014 : M & M ORTHOPAEDICS, LTD. RETIREMENT & INCENTIVE SAVINGS PLAN AND TRUST 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-02-28 | $0 |
Total transfer of assets to this plan | 2014-02-28 | $0 |
Total transfer of assets from this plan | 2014-02-28 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $0 |
Total income from all sources (including contributions) | 2014-02-28 | $1,059,629 |
Total loss/gain on sale of assets | 2014-02-28 | $0 |
Total of all expenses incurred | 2014-02-28 | $24,931,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-02-28 | $24,930,301 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-02-28 | $64,570 |
Value of total assets at end of year | 2014-02-28 | $0 |
Value of total assets at beginning of year | 2014-02-28 | $23,872,039 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-02-28 | $1,367 |
Total interest from all sources | 2014-02-28 | $7,129 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-02-28 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-02-28 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-02-28 | $0 |
Assets. Real estate other than employer real property at end of year | 2014-02-28 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-02-28 | $59,008 |
Was this plan covered by a fidelity bond | 2014-02-28 | Yes |
Value of fidelity bond cover | 2014-02-28 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-02-28 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-02-28 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-02-28 | No |
Contributions received from participants | 2014-02-28 | $48,548 |
Participant contributions at end of year | 2014-02-28 | $0 |
Participant contributions at beginning of year | 2014-02-28 | $546,763 |
Participant contributions at end of year | 2014-02-28 | $0 |
Participant contributions at beginning of year | 2014-02-28 | $231,166 |
Assets. Other investments not covered elsewhere at end of year | 2014-02-28 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-02-28 | $7,051,370 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
Value of net income/loss | 2014-02-28 | $-23,872,039 |
Value of net assets at end of year (total assets less liabilities) | 2014-02-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-02-28 | $23,872,039 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-02-28 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-02-28 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-02-28 | $15,386,831 |
Interest on participant loans | 2014-02-28 | $7,129 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-02-28 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-02-28 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-02-28 | $987,930 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-02-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-02-28 | No |
Contributions received in cash from employer | 2014-02-28 | $16,022 |
Employer contributions (assets) at end of year | 2014-02-28 | $0 |
Employer contributions (assets) at beginning of year | 2014-02-28 | $596,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-02-28 | $24,930,301 |
Contract administrator fees | 2014-02-28 | $1,367 |
Did the plan have assets held for investment | 2014-02-28 | No |
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 | 2014-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-02-28 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-02-28 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-02-28 | Disclaimer |
Accountancy firm name | 2014-02-28 | OSTROW REISIN BERK & ABRAMS, LTD |
Accountancy firm EIN | 2014-02-28 | 362938874 |
2013 : M & M ORTHOPAEDICS, LTD. RETIREMENT & INCENTIVE SAVINGS PLAN AND TRUST 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $0 |
Total income from all sources (including contributions) | 2013-05-31 | $5,207,697 |
Total loss/gain on sale of assets | 2013-05-31 | $0 |
Total of all expenses incurred | 2013-05-31 | $912,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $910,445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $1,690,181 |
Value of total assets at end of year | 2013-05-31 | $23,872,039 |
Value of total assets at beginning of year | 2013-05-31 | $19,576,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $1,768 |
Total interest from all sources | 2013-05-31 | $22,410 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
Assets. Real estate other than employer real property at end of year | 2013-05-31 | $59,008 |
Assets. Real estate other than employer real property at beginning of year | 2013-05-31 | $108,766 |
Administrative expenses professional fees incurred | 2013-05-31 | $1,768 |
Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
Value of fidelity bond cover | 2013-05-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
Contributions received from participants | 2013-05-31 | $882,054 |
Participant contributions at end of year | 2013-05-31 | $546,763 |
Participant contributions at beginning of year | 2013-05-31 | $469,546 |
Participant contributions at end of year | 2013-05-31 | $231,166 |
Participant contributions at beginning of year | 2013-05-31 | $39,761 |
Assets. Other investments not covered elsewhere at end of year | 2013-05-31 | $7,051,370 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-05-31 | $6,592,645 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-05-31 | $14,383 |
Administrative expenses (other) incurred | 2013-05-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Value of net income/loss | 2013-05-31 | $4,295,484 |
Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $23,872,039 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $19,576,555 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
Investment advisory and management fees | 2013-05-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $15,386,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $11,784,265 |
Interest on participant loans | 2013-05-31 | $22,410 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-05-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-05-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $3,495,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
Contributions received in cash from employer | 2013-05-31 | $793,744 |
Employer contributions (assets) at end of year | 2013-05-31 | $596,901 |
Employer contributions (assets) at beginning of year | 2013-05-31 | $581,572 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $910,445 |
Did the plan have assets held for investment | 2013-05-31 | 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 | 2013-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Disclaimer |
Accountancy firm name | 2013-05-31 | OSTROW REISIN BERK & ABRAMS, LTD |
Accountancy firm EIN | 2013-05-31 | 362938874 |
2012 : M & M ORTHOPAEDICS, LTD. RETIREMENT & INCENTIVE SAVINGS PLAN AND TRUST 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $0 |
Total income from all sources (including contributions) | 2012-05-31 | $1,018,550 |
Total loss/gain on sale of assets | 2012-05-31 | $0 |
Total of all expenses incurred | 2012-05-31 | $645,399 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $643,779 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $1,611,303 |
Value of total assets at end of year | 2012-05-31 | $19,576,555 |
Value of total assets at beginning of year | 2012-05-31 | $19,203,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $1,620 |
Total interest from all sources | 2012-05-31 | $20,422 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
Assets. Real estate other than employer real property at end of year | 2012-05-31 | $108,766 |
Assets. Real estate other than employer real property at beginning of year | 2012-05-31 | $108,766 |
Administrative expenses professional fees incurred | 2012-05-31 | $1,620 |
Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
Value of fidelity bond cover | 2012-05-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
Contributions received from participants | 2012-05-31 | $759,435 |
Participant contributions at end of year | 2012-05-31 | $469,546 |
Participant contributions at beginning of year | 2012-05-31 | $415,211 |
Participant contributions at end of year | 2012-05-31 | $39,761 |
Participant contributions at beginning of year | 2012-05-31 | $69,079 |
Assets. Other investments not covered elsewhere at end of year | 2012-05-31 | $6,592,645 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-05-31 | $6,470,392 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-05-31 | $15,171 |
Other income not declared elsewhere | 2012-05-31 | $-238,697 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Value of net income/loss | 2012-05-31 | $373,151 |
Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $19,576,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $19,203,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $11,784,265 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $11,531,594 |
Interest on participant loans | 2012-05-31 | $20,422 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-05-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-05-31 | $2,434 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $-374,478 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
Contributions received in cash from employer | 2012-05-31 | $836,697 |
Employer contributions (assets) at end of year | 2012-05-31 | $581,572 |
Employer contributions (assets) at beginning of year | 2012-05-31 | $605,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $643,779 |
Did the plan have assets held for investment | 2012-05-31 | 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 | 2012-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Disclaimer |
Accountancy firm name | 2012-05-31 | OSTROW REISIN BERK & ABRAMS, LTD. |
Accountancy firm EIN | 2012-05-31 | 362938874 |
2011 : M & M ORTHOPAEDICS, LTD. RETIREMENT & INCENTIVE SAVINGS PLAN AND TRUST 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $0 |
Total income from all sources (including contributions) | 2011-05-31 | $4,408,295 |
Total loss/gain on sale of assets | 2011-05-31 | $0 |
Total of all expenses incurred | 2011-05-31 | $170,569 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $169,032 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $1,600,088 |
Value of total assets at end of year | 2011-05-31 | $19,203,404 |
Value of total assets at beginning of year | 2011-05-31 | $14,965,678 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $1,537 |
Total interest from all sources | 2011-05-31 | $22,671 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
Assets. Real estate other than employer real property at end of year | 2011-05-31 | $108,766 |
Assets. Real estate other than employer real property at beginning of year | 2011-05-31 | $108,766 |
Administrative expenses professional fees incurred | 2011-05-31 | $1,537 |
Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
Value of fidelity bond cover | 2011-05-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
Contributions received from participants | 2011-05-31 | $772,411 |
Participant contributions at end of year | 2011-05-31 | $415,211 |
Participant contributions at beginning of year | 2011-05-31 | $368,819 |
Participant contributions at end of year | 2011-05-31 | $69,079 |
Participant contributions at beginning of year | 2011-05-31 | $117,127 |
Assets. Other investments not covered elsewhere at end of year | 2011-05-31 | $6,470,392 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-05-31 | $5,423,936 |
Other income not declared elsewhere | 2011-05-31 | $734,060 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Value of net income/loss | 2011-05-31 | $4,237,726 |
Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $19,203,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $14,965,678 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $11,531,594 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $8,316,054 |
Interest on participant loans | 2011-05-31 | $22,671 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-05-31 | $2,434 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-05-31 | $2,363 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-31 | $2,051,476 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
Contributions received in cash from employer | 2011-05-31 | $827,677 |
Employer contributions (assets) at end of year | 2011-05-31 | $605,928 |
Employer contributions (assets) at beginning of year | 2011-05-31 | $628,613 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $169,032 |
Did the plan have assets held for investment | 2011-05-31 | 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 | 2011-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Disclaimer |
Accountancy firm name | 2011-05-31 | OSTROW REISIN BERK & ABRAMS, LTD. |
Accountancy firm EIN | 2011-05-31 | 362938874 |
2010 : M & M ORTHOPAEDICS, LTD. RETIREMENT & INCENTIVE SAVINGS PLAN AND TRUST 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-31 | $0 |