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REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameREZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. has sponsored the creation of one or more 401k plans.

Company Name:REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C.
Employer identification number (EIN):363886112
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CRAIG S. LLOYD2023-04-25
0012021-01-01CRAIG S. LLOYD2022-10-12
0012020-01-01CRAIG S. LLOYD2021-06-04
0012019-01-01CRAIG S. LLOYD2020-09-14
0012018-01-01CRAIG S. LLOYD2019-10-08
0012017-01-01MICHAEL TOPIELEC2018-08-22
0012016-01-01MICHAEL TOPIELEC2017-08-28
0012015-01-01MICHAEL TOPIELEC2016-09-21
0012014-01-01MICHAEL TOPIELEC2015-10-09
0012013-01-01MICHAEL TOPIELEC2014-10-10
0012012-01-01MICHAEL TOPIELEC
0012011-01-01JARED HICKS

Plan Statistics for REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01120
Total number of active participants reported on line 7a of the Form 55002012-01-0148
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0173
Number of participants with account balances2012-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01140
Total number of active participants reported on line 7a of the Form 55002011-01-0150
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01117
Number of participants with account balances2011-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0144

Financial Data on REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012 : REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$934,053
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$330,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$298,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$408,933
Value of total assets at end of year2012-12-31$5,520,458
Value of total assets at beginning of year2012-12-31$4,916,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,121
Total interest from all sources2012-12-31$4,474
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$122,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$122,255
Administrative expenses professional fees incurred2012-12-31$6,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$210,953
Participant contributions at end of year2012-12-31$91,672
Participant contributions at beginning of year2012-12-31$25,167
Participant contributions at end of year2012-12-31$616
Participant contributions at beginning of year2012-12-31$209
Administrative expenses (other) incurred2012-12-31$19,905
Total non interest bearing cash at end of year2012-12-31$8,418
Total non interest bearing cash at beginning of year2012-12-31$10,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$603,735
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,520,458
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,916,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,221,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,644,487
Interest on participant loans2012-12-31$1,748
Interest earned on other investments2012-12-31$2,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$398,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$197,980
Employer contributions (assets) at end of year2012-12-31$197,980
Employer contributions (assets) at beginning of year2012-12-31$236,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$298,197
Contract administrator fees2012-12-31$6,216
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SIKICH LLP
Accountancy firm EIN2012-12-31363168081
2011 : REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$431,511
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$487,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$451,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$508,968
Value of total assets at end of year2011-12-31$4,916,723
Value of total assets at beginning of year2011-12-31$4,972,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,400
Total interest from all sources2011-12-31$1,081
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$87,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$87,223
Administrative expenses professional fees incurred2011-12-31$11,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$241,268
Participant contributions at end of year2011-12-31$25,167
Participant contributions at beginning of year2011-12-31$19,663
Participant contributions at end of year2011-12-31$209
Participant contributions at beginning of year2011-12-31$3,212
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$31,208
Administrative expenses (other) incurred2011-12-31$19,665
Total non interest bearing cash at end of year2011-12-31$10,357
Total non interest bearing cash at beginning of year2011-12-31$29,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-55,822
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,916,723
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,972,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,644,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,629,315
Interest on participant loans2011-12-31$1,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-165,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$236,492
Employer contributions (assets) at end of year2011-12-31$236,503
Employer contributions (assets) at beginning of year2011-12-31$290,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$451,933
Contract administrator fees2011-12-31$4,735
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SIKICH LLP
Accountancy firm EIN2011-12-31363168081
2010 : REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,372
Total income from all sources (including contributions)2010-12-31$1,006,785
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$57,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$48,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$616,607
Value of total assets at end of year2010-12-31$4,972,545
Value of total assets at beginning of year2010-12-31$4,048,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,641
Total interest from all sources2010-12-31$951
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$67,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$67,693
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$318,336
Participant contributions at end of year2010-12-31$19,663
Participant contributions at beginning of year2010-12-31$21,238
Participant contributions at end of year2010-12-31$3,212
Participant contributions at beginning of year2010-12-31$3,175
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,486
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$25,372
Other income not declared elsewhere2010-12-31$17,606
Administrative expenses (other) incurred2010-12-31$895
Total non interest bearing cash at end of year2010-12-31$29,570
Total non interest bearing cash at beginning of year2010-12-31$7,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$949,325
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,972,545
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,023,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,629,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,040,445
Interest on participant loans2010-12-31$951
Interest earned on other investments2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,669,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$175,292
Net investment gain/loss from pooled separate accounts2010-12-31$128,636
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$290,785
Employer contributions (assets) at end of year2010-12-31$290,785
Employer contributions (assets) at beginning of year2010-12-31$306,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$48,753
Contract administrator fees2010-12-31$7,746
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SIKICH
Accountancy firm EIN2010-12-31363168081

Form 5500 Responses for REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN

2012: REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: REZIN ORTHOPEDICS & SPORTS MEDICINE, S.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46753
Policy instance 1
Insurance contract or identification number46753
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-10-18
Total amount of commissions paid to insurance brokerUSD $8,494
Total amount of fees paid to insurance companyUSD $895
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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