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Plan Name | IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | IOWA ORTHOPAEDIC CENTER PC |
Employer identification number (EIN): | 420981845 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about IOWA ORTHOPAEDIC CENTER PC
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1971-06-01 |
Company Identification Number: | 052791 |
Legal Registered Office Address: |
450 LAUREL STREET, STE A DES MOINES United States of America (USA) 50314 |
More information about IOWA ORTHOPAEDIC CENTER PC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | STEPHANIE A. SWEERS | 2024-02-06 | STEPHANIE A. SWEERS | 2024-02-06 |
001 | 2021-01-01 | KEVIN M. WARD | 2022-09-15 | KEVIN M. WARD | 2022-09-15 |
001 | 2020-01-01 | KEVIN M. WARD | 2021-09-24 | KEVIN M. WARD | 2021-09-24 |
001 | 2019-01-01 | KEVIN M. WARD | 2020-09-24 | KEVIN M. WARD | 2020-09-24 |
001 | 2018-01-01 | KEVIN M. WARD | 2019-10-02 | KEVIN M. WARD | 2019-10-02 |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | KEVIN M. WARD | KEVIN M. WARD | 2013-10-14 | |
001 | 2011-01-01 | KEVIN M. WARD | KEVIN M. WARD | 2012-10-15 | |
001 | 2010-01-01 | KEVIN M. WARD | KEVIN M. WARD | 2011-10-17 | |
001 | 2009-01-01 | JOSHUA D. KIMELMAN, D.O. | JOSHUA D. KIMELMAN, D.O. | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2022: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 490 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 337 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 170 |
Total of all active and inactive participants | 2022-01-01 | 507 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 507 |
Number of participants with account balances | 2022-01-01 | 462 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 24 |
2021: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 496 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 328 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 160 |
Total of all active and inactive participants | 2021-01-01 | 488 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 488 |
Number of participants with account balances | 2021-01-01 | 464 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 39 |
2020: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 486 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 331 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 162 |
Total of all active and inactive participants | 2020-01-01 | 493 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 494 |
Number of participants with account balances | 2020-01-01 | 494 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 41 |
2019: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 476 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 338 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 147 |
Total of all active and inactive participants | 2019-01-01 | 485 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 486 |
Number of participants with account balances | 2019-01-01 | 486 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 48 |
2018: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 420 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 346 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 128 |
Total of all active and inactive participants | 2018-01-01 | 474 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 475 |
Number of participants with account balances | 2018-01-01 | 475 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 47 |
2017: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 413 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 309 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 108 |
Total of all active and inactive participants | 2017-01-01 | 417 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 418 |
Number of participants with account balances | 2017-01-01 | 418 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 54 |
2016: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 397 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 286 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 145 |
Total of all active and inactive participants | 2016-01-01 | 431 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 431 |
Number of participants with account balances | 2016-01-01 | 431 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 46 |
2015: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 372 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 255 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 139 |
Total of all active and inactive participants | 2015-01-01 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 394 |
Number of participants with account balances | 2015-01-01 | 394 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 63 |
2014: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 341 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 233 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 133 |
Total of all active and inactive participants | 2014-01-01 | 366 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 366 |
Number of participants with account balances | 2014-01-01 | 366 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 48 |
2013: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 319 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 231 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 109 |
Total of all active and inactive participants | 2013-01-01 | 340 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 340 |
Number of participants with account balances | 2013-01-01 | 340 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 38 |
2012: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 227 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 81 |
Total of all active and inactive participants | 2012-01-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 308 |
Number of participants with account balances | 2012-01-01 | 308 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 44 |
2011: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 196 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 117 |
Total of all active and inactive participants | 2011-01-01 | 313 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 313 |
Number of participants with account balances | 2011-01-01 | 315 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 36 |
2010: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 175 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 99 |
Total of all active and inactive participants | 2010-01-01 | 274 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 274 |
Number of participants with account balances | 2010-01-01 | 274 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 28 |
2009: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 225 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 88 |
Total of all active and inactive participants | 2009-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 247 |
Number of participants with account balances | 2009-01-01 | 247 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 31 |
Measure | Date | Value |
---|---|---|
2022 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-4,280,724 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,540,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,400,448 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,402,464 |
Value of total assets at end of year | 2022-12-31 | $57,823,062 |
Value of total assets at beginning of year | 2022-12-31 | $64,644,339 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $140,105 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $140,105 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,739,340 |
Participant contributions at end of year | 2022-12-31 | $6,428 |
Participant contributions at beginning of year | 2022-12-31 | $1,993 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $33,002,623 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $36,548,715 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $230,187 |
Other income not declared elsewhere | 2022-12-31 | $-4,513,823 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,821,277 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $57,823,062 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $64,644,339 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $23,216,288 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $26,647,737 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,169,365 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,432,937 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,597,723 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,445,894 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,400,448 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2022-12-31 | 420794029 |
2021 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $12,236,735 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $6,444,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,294,787 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,058,042 |
Value of total assets at end of year | 2021-12-31 | $64,644,339 |
Value of total assets at beginning of year | 2021-12-31 | $58,852,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $149,745 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $149,745 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,642,518 |
Participant contributions at end of year | 2021-12-31 | $1,993 |
Participant contributions at beginning of year | 2021-12-31 | $3,949 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $36,548,715 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $34,779,886 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $153,759 |
Other income not declared elsewhere | 2021-12-31 | $4,955,776 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,792,203 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $64,644,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $58,852,136 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $26,647,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,507,248 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,222,917 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,261,765 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,445,894 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,561,053 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,294,787 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2021-12-31 | 420794029 |
2020 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $9,576,447 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,270,656 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,147,685 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,922,529 |
Value of total assets at end of year | 2020-12-31 | $58,852,136 |
Value of total assets at beginning of year | 2020-12-31 | $50,546,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $122,971 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $122,971 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,528,745 |
Participant contributions at end of year | 2020-12-31 | $3,949 |
Participant contributions at beginning of year | 2020-12-31 | $8,341 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $34,779,886 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $31,639,980 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $58,855 |
Other income not declared elsewhere | 2020-12-31 | $2,818,726 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $8,305,791 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $58,852,136 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $50,546,345 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $22,507,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,408,483 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,835,192 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,334,929 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,561,053 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,489,541 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,147,685 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2020-12-31 | 420794029 |
2019 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
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 | $11,336,131 |
Total income from all sources (including contributions) | 2019-12-31 | $11,336,131 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,363,921 |
Total of all expenses incurred | 2019-12-31 | $1,363,921 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,224,570 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,224,570 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,740,584 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,740,584 |
Value of total assets at end of year | 2019-12-31 | $50,546,345 |
Value of total assets at end of year | 2019-12-31 | $50,546,345 |
Value of total assets at beginning of year | 2019-12-31 | $40,574,135 |
Value of total assets at beginning of year | 2019-12-31 | $40,574,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $139,351 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $139,351 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $139,351 |
Administrative expenses professional fees incurred | 2019-12-31 | $139,351 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,460,804 |
Contributions received from participants | 2019-12-31 | $1,460,804 |
Participant contributions at end of year | 2019-12-31 | $8,341 |
Participant contributions at end of year | 2019-12-31 | $8,341 |
Participant contributions at beginning of year | 2019-12-31 | $44,760 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $31,639,980 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $31,639,980 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $26,088,703 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $26,088,703 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $80,110 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $80,110 |
Other income not declared elsewhere | 2019-12-31 | $4,692,180 |
Other income not declared elsewhere | 2019-12-31 | $4,692,180 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $9,972,210 |
Value of net income/loss | 2019-12-31 | $9,972,210 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $50,546,345 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $50,546,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $40,574,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $40,574,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,408,483 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $13,055,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $13,055,406 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,903,367 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,903,367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,199,670 |
Contributions received in cash from employer | 2019-12-31 | $2,199,670 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,489,541 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,489,541 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,385,266 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,385,266 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,224,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,224,570 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2019-12-31 | 420794029 |
Accountancy firm EIN | 2019-12-31 | 420794029 |
2018 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $1,175 |
Total income from all sources (including contributions) | 2018-12-31 | $400,467 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $747,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $637,733 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,512,236 |
Value of total assets at end of year | 2018-12-31 | $40,574,135 |
Value of total assets at beginning of year | 2018-12-31 | $40,921,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $109,383 |
Total interest from all sources | 2018-12-31 | $0 |
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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $109,383 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,271,196 |
Participant contributions at end of year | 2018-12-31 | $44,760 |
Participant contributions at beginning of year | 2018-12-31 | $2,642 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $26,088,703 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $27,345,120 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $237,873 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,175 |
Other income not declared elsewhere | 2018-12-31 | $-2,201,978 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-346,649 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $40,574,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $40,920,784 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $13,055,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,324,819 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-909,791 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,003,167 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,385,266 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,249,378 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $637,733 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2018-12-31 | 420794029 |
2017 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,175 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $7,697,787 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $970,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $880,835 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,102,247 |
Value of total assets at end of year | 2017-12-31 | $40,921,959 |
Value of total assets at beginning of year | 2017-12-31 | $34,193,625 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $89,793 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $89,793 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,154,478 |
Participant contributions at end of year | 2017-12-31 | $2,642 |
Participant contributions at beginning of year | 2017-12-31 | $9,608 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $27,345,120 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $23,555,979 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $129,205 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,175 |
Other income not declared elsewhere | 2017-12-31 | $3,192,969 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,727,159 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $40,920,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $34,193,625 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $12,324,819 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,522,554 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,402,571 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,818,564 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,249,378 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,105,484 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $880,835 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2017-12-31 | 420794029 |
2016 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $5,440,892 |
Total of all expenses incurred | 2016-12-31 | $467,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $385,579 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,611,367 |
Value of total assets at end of year | 2016-12-31 | $34,193,625 |
Value of total assets at beginning of year | 2016-12-31 | $29,220,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $82,315 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $82,315 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,011,983 |
Participant contributions at end of year | 2016-12-31 | $9,608 |
Participant contributions at beginning of year | 2016-12-31 | $26,635 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $23,555,979 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $20,574,660 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $54,893 |
Other income not declared elsewhere | 2016-12-31 | $2,117,484 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,972,998 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $34,193,625 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $29,220,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,522,554 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,618,652 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $712,041 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,544,491 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,105,484 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,000,680 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $385,579 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 420794029 |
2015 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $1,695,952 |
Total of all expenses incurred | 2015-12-31 | $1,531,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,467,188 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,469,452 |
Value of total assets at end of year | 2015-12-31 | $29,220,627 |
Value of total assets at beginning of year | 2015-12-31 | $29,055,866 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $64,003 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $427,240 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $939,770 |
Participant contributions at end of year | 2015-12-31 | $26,635 |
Participant contributions at beginning of year | 2015-12-31 | $4,049 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $20,574,660 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $133,513 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $82,528 |
Other income not declared elsewhere | 2015-12-31 | $-614,626 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $91,951 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $164,761 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $29,220,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $29,055,866 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $174,505 |
Investment advisory and management fees | 2015-12-31 | $64,003 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,618,652 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,360,426 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,491,582 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,491,582 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $51,885 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-158,874 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,447,154 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,000,680 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $977,994 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,467,188 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $268,112 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $2,074,609 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2015-12-31 | 420794029 |
2014 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $482,247 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $482,247 |
Total income from all sources (including contributions) | 2014-12-31 | $3,565,150 |
Total of all expenses incurred | 2014-12-31 | $1,398,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,335,841 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,291,954 |
Value of total assets at end of year | 2014-12-31 | $29,055,866 |
Value of total assets at beginning of year | 2014-12-31 | $26,889,388 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $62,831 |
Total interest from all sources | 2014-12-31 | $2,805 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $32,621 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $427,240 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $177,565 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $840,619 |
Participant contributions at end of year | 2014-12-31 | $4,049 |
Participant contributions at beginning of year | 2014-12-31 | $46,686 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $133,513 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $111,175 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $78,785 |
Total non interest bearing cash at end of year | 2014-12-31 | $91,951 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $17,478 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,166,478 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $29,055,866 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $26,889,388 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $174,505 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $247,783 |
Investment advisory and management fees | 2014-12-31 | $62,831 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,360,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $22,547,872 |
Income. Interest from corporate debt instruments | 2014-12-31 | $2,767 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,491,582 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $943,059 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $943,059 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $38 |
Asset value of US Government securities at end of year | 2014-12-31 | $51,885 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $49,524 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $755,523 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,372,550 |
Employer contributions (assets) at end of year | 2014-12-31 | $977,994 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $812,433 |
Income. Dividends from preferred stock | 2014-12-31 | $13,408 |
Income. Dividends from common stock | 2014-12-31 | $19,213 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,335,841 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $268,112 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $292,383 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $2,074,609 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $1,643,430 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Qualified |
Accountancy firm name | 2014-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2014-12-31 | 420794029 |
2013 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $2,822,123 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $2,822,123 |
Total income from all sources (including contributions) | 2013-12-31 | $5,478,516 |
Total of all expenses incurred | 2013-12-31 | $608,720 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $545,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,988,306 |
Value of total assets at end of year | 2013-12-31 | $26,889,388 |
Value of total assets at beginning of year | 2013-12-31 | $22,019,592 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $63,498 |
Total interest from all sources | 2013-12-31 | $21,664 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $14,948 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $177,565 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $138,460 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $778,536 |
Participant contributions at end of year | 2013-12-31 | $46,686 |
Participant contributions at beginning of year | 2013-12-31 | $8,439 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $111,175 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $53,606 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $21,514 |
Total non interest bearing cash at end of year | 2013-12-31 | $17,478 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $263 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,869,796 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $26,889,388 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $22,019,592 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $247,783 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $302,327 |
Investment advisory and management fees | 2013-12-31 | $63,498 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $22,547,872 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,556,545 |
Income. Interest from corporate debt instruments | 2013-12-31 | $5,834 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $943,059 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $535,124 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $535,124 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $15,830 |
Asset value of US Government securities at end of year | 2013-12-31 | $49,524 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $39,144 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $631,475 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,188,256 |
Employer contributions (assets) at end of year | 2013-12-31 | $812,433 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $770,565 |
Income. Dividends from preferred stock | 2013-12-31 | $7,272 |
Income. Dividends from common stock | 2013-12-31 | $7,676 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $545,222 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $292,383 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $319,655 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $1,643,430 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $1,295,464 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Qualified |
Accountancy firm name | 2013-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2013-12-31 | 420794029 |
2012 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $2,013,720 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $2,013,720 |
Total income from all sources (including contributions) | 2012-12-31 | $4,433,429 |
Total of all expenses incurred | 2012-12-31 | $848,753 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $790,175 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,875,538 |
Value of total assets at end of year | 2012-12-31 | $22,019,592 |
Value of total assets at beginning of year | 2012-12-31 | $18,434,916 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $58,578 |
Total interest from all sources | 2012-12-31 | $8,588 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $15,007 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $138,460 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $212,128 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $736,424 |
Participant contributions at end of year | 2012-12-31 | $8,439 |
Participant contributions at beginning of year | 2012-12-31 | $17,055 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $53,606 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $332 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $16,302 |
Administrative expenses (other) incurred | 2012-12-31 | $58,578 |
Total non interest bearing cash at end of year | 2012-12-31 | $263 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $280 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,584,676 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $22,019,592 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $18,434,916 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $302,327 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $306,307 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $18,556,545 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $15,809,454 |
Income. Interest from corporate debt instruments | 2012-12-31 | $8,556 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $535,124 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $760,928 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $760,928 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $32 |
Asset value of US Government securities at end of year | 2012-12-31 | $39,144 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $5,473 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $520,576 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,122,812 |
Employer contributions (assets) at end of year | 2012-12-31 | $770,565 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $729,826 |
Income. Dividends from preferred stock | 2012-12-31 | $9,938 |
Income. Dividends from common stock | 2012-12-31 | $5,069 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $790,175 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $319,655 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $92,797 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $1,295,464 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $500,336 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Qualified |
Accountancy firm name | 2012-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2012-12-31 | 420794029 |
2011 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,179,115 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,179,115 |
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 | $965,674 |
Total of all expenses incurred | 2011-12-31 | $1,374,807 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,322,031 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,784,358 |
Value of total assets at end of year | 2011-12-31 | $18,434,916 |
Value of total assets at beginning of year | 2011-12-31 | $18,844,049 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $52,776 |
Total interest from all sources | 2011-12-31 | $988 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $12,809 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $212,128 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $242,539 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $670,352 |
Participant contributions at end of year | 2011-12-31 | $17,055 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $332 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $319 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $60,500 |
Administrative expenses (other) incurred | 2011-12-31 | $52,776 |
Total non interest bearing cash at end of year | 2011-12-31 | $280 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $3,968 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-409,133 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $18,434,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $18,844,049 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $306,307 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $507,756 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $15,809,454 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $16,373,695 |
Income. Interest from corporate debt instruments | 2011-12-31 | $975 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $760,928 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $264,996 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $264,996 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $13 |
Asset value of US Government securities at end of year | 2011-12-31 | $5,473 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $346,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,053,506 |
Employer contributions (assets) at end of year | 2011-12-31 | $729,826 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $668,356 |
Income. Dividends from preferred stock | 2011-12-31 | $8,523 |
Income. Dividends from common stock | 2011-12-31 | $4,286 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,322,031 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $92,797 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $56,881 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $500,336 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $725,539 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Qualified |
Accountancy firm name | 2011-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2011-12-31 | 420794029 |
2010 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,951,957 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,951,957 |
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 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,837,147 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $505,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $492,744 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,544,532 |
Value of total assets at end of year | 2010-12-31 | $18,844,049 |
Value of total assets at beginning of year | 2010-12-31 | $15,512,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $12,722 |
Total interest from all sources | 2010-12-31 | $3,191 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $21,127 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $242,539 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $134,740 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $573,363 |
Participant contributions at beginning of year | 2010-12-31 | $19,997 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $319 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $297 |
Administrative expenses (other) incurred | 2010-12-31 | $12,722 |
Total non interest bearing cash at end of year | 2010-12-31 | $3,968 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $58,555 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,331,681 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $18,844,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $15,512,368 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $507,756 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $567,084 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $16,373,695 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,392,250 |
Income. Interest from corporate debt instruments | 2010-12-31 | $3,182 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $264,996 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $86,768 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $86,768 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $316,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $971,169 |
Employer contributions (assets) at end of year | 2010-12-31 | $668,356 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $726,811 |
Income. Dividends from preferred stock | 2010-12-31 | $9,872 |
Income. Dividends from common stock | 2010-12-31 | $11,255 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $492,744 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $56,881 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $62,942 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $725,539 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $462,924 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Qualified |
Accountancy firm name | 2010-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2010-12-31 | 420794029 |
2009 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |