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IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameIOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

IOWA ORTHOPAEDIC CENTER PC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEPHANIE A. SWEERS2024-02-06 STEPHANIE A. SWEERS2024-02-06
0012021-01-01KEVIN M. WARD2022-09-15 KEVIN M. WARD2022-09-15
0012020-01-01KEVIN M. WARD2021-09-24 KEVIN M. WARD2021-09-24
0012019-01-01KEVIN M. WARD2020-09-24 KEVIN M. WARD2020-09-24
0012018-01-01KEVIN M. WARD2019-10-02 KEVIN M. WARD2019-10-02
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KEVIN M. WARD KEVIN M. WARD2013-10-14
0012011-01-01KEVIN M. WARD KEVIN M. WARD2012-10-15
0012010-01-01KEVIN M. WARD KEVIN M. WARD2011-10-17
0012009-01-01JOSHUA D. KIMELMAN, D.O. JOSHUA D. KIMELMAN, D.O.2010-10-15

Plan Statistics for IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01490
Total number of active participants reported on line 7a of the Form 55002022-01-01337
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01170
Total of all active and inactive participants2022-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01507
Number of participants with account balances2022-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01496
Total number of active participants reported on line 7a of the Form 55002021-01-01328
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01160
Total of all active and inactive participants2021-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01488
Number of participants with account balances2021-01-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01486
Total number of active participants reported on line 7a of the Form 55002020-01-01331
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01162
Total of all active and inactive participants2020-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01494
Number of participants with account balances2020-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0141
2019: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01476
Total number of active participants reported on line 7a of the Form 55002019-01-01338
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01147
Total of all active and inactive participants2019-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01486
Number of participants with account balances2019-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0148
2018: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01420
Total number of active participants reported on line 7a of the Form 55002018-01-01346
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01128
Total of all active and inactive participants2018-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01475
Number of participants with account balances2018-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0147
2017: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01413
Total number of active participants reported on line 7a of the Form 55002017-01-01309
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01108
Total of all active and inactive participants2017-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01418
Number of participants with account balances2017-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0154
2016: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01397
Total number of active participants reported on line 7a of the Form 55002016-01-01286
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01145
Total of all active and inactive participants2016-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01431
Number of participants with account balances2016-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0146
2015: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01372
Total number of active participants reported on line 7a of the Form 55002015-01-01255
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01139
Total of all active and inactive participants2015-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01394
Number of participants with account balances2015-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0163
2014: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01341
Total number of active participants reported on line 7a of the Form 55002014-01-01233
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01133
Total of all active and inactive participants2014-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01366
Number of participants with account balances2014-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0148
2013: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01319
Total number of active participants reported on line 7a of the Form 55002013-01-01231
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01109
Total of all active and inactive participants2013-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01340
Number of participants with account balances2013-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01325
Total number of active participants reported on line 7a of the Form 55002012-01-01227
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01308
Number of participants with account balances2012-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0144
2011: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01276
Total number of active participants reported on line 7a of the Form 55002011-01-01196
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01117
Total of all active and inactive participants2011-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01313
Number of participants with account balances2011-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0136
2010: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01247
Total number of active participants reported on line 7a of the Form 55002010-01-01175
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0199
Total of all active and inactive participants2010-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01274
Number of participants with account balances2010-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0128
2009: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01225
Total number of active participants reported on line 7a of the Form 55002009-01-01159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0188
Total of all active and inactive participants2009-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01247
Number of participants with account balances2009-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0131

Financial Data on IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,540,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$57,823,062
Value of total assets at beginning of year2022-12-31$64,644,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$140,105
Total interest from all sources2022-12-31$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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$140,105
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,739,340
Participant contributions at end of year2022-12-31$6,428
Participant contributions at beginning of year2022-12-31$1,993
Assets. Other investments not covered elsewhere at end of year2022-12-31$33,002,623
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$36,548,715
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$230,187
Other income not declared elsewhere2022-12-31$-4,513,823
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,216,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,647,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,169,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,432,937
Employer contributions (assets) at end of year2022-12-31$1,597,723
Employer contributions (assets) at beginning of year2022-12-31$1,445,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,400,448
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2022-12-31420794029
2021 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,444,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$64,644,339
Value of total assets at beginning of year2021-12-31$58,852,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$149,745
Total interest from all sources2021-12-31$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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$149,745
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,642,518
Participant contributions at end of year2021-12-31$1,993
Participant contributions at beginning of year2021-12-31$3,949
Assets. Other investments not covered elsewhere at end of year2021-12-31$36,548,715
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$34,779,886
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$153,759
Other income not declared elsewhere2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,647,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,261,765
Employer contributions (assets) at end of year2021-12-31$1,445,894
Employer contributions (assets) at beginning of year2021-12-31$1,561,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,294,787
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2021-12-31420794029
2020 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,270,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$58,852,136
Value of total assets at beginning of year2020-12-31$50,546,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$122,971
Total interest from all sources2020-12-31$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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$122,971
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,528,745
Participant contributions at end of year2020-12-31$3,949
Participant contributions at beginning of year2020-12-31$8,341
Assets. Other investments not covered elsewhere at end of year2020-12-31$34,779,886
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$31,639,980
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,855
Other income not declared elsewhere2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,507,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,334,929
Employer contributions (assets) at end of year2020-12-31$1,561,053
Employer contributions (assets) at beginning of year2020-12-31$1,489,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,147,685
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2020-12-31420794029
2019 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,363,921
Total of all expenses incurred2019-12-31$1,363,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,224,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$50,546,345
Value of total assets at end of year2019-12-31$50,546,345
Value of total assets at beginning of year2019-12-31$40,574,135
Value of total assets at beginning of year2019-12-31$40,574,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$139,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$139,351
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$139,351
Administrative expenses professional fees incurred2019-12-31$139,351
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,460,804
Contributions received from participants2019-12-31$1,460,804
Participant contributions at end of year2019-12-31$8,341
Participant contributions at end of year2019-12-31$8,341
Participant contributions at beginning of year2019-12-31$44,760
Assets. Other investments not covered elsewhere at end of year2019-12-31$31,639,980
Assets. Other investments not covered elsewhere at end of year2019-12-31$31,639,980
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$26,088,703
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$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 elsewhere2019-12-31$4,692,180
Other income not declared elsewhere2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,972,210
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,408,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,055,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$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 assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,199,670
Contributions received in cash from employer2019-12-31$2,199,670
Employer contributions (assets) at end of year2019-12-31$1,489,541
Employer contributions (assets) at end of year2019-12-31$1,489,541
Employer contributions (assets) at beginning of year2019-12-31$1,385,266
Employer contributions (assets) at beginning of year2019-12-31$1,385,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,224,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,224,570
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2019-12-31420794029
Accountancy firm EIN2019-12-31420794029
2018 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,175
Total income from all sources (including contributions)2018-12-31$400,467
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$747,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$40,574,135
Value of total assets at beginning of year2018-12-31$40,921,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,383
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$109,383
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,271,196
Participant contributions at end of year2018-12-31$44,760
Participant contributions at beginning of year2018-12-31$2,642
Assets. Other investments not covered elsewhere at end of year2018-12-31$26,088,703
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$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 year2018-12-31$1,175
Other income not declared elsewhere2018-12-31$-2,201,978
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,055,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,324,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-909,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,003,167
Employer contributions (assets) at end of year2018-12-31$1,385,266
Employer contributions (assets) at beginning of year2018-12-31$1,249,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$637,733
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2018-12-31420794029
2017 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$970,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$40,921,959
Value of total assets at beginning of year2017-12-31$34,193,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$89,793
Total interest from all sources2017-12-31$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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$89,793
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,154,478
Participant contributions at end of year2017-12-31$2,642
Participant contributions at beginning of year2017-12-31$9,608
Assets. Other investments not covered elsewhere at end of year2017-12-31$27,345,120
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$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 year2017-12-31$1,175
Other income not declared elsewhere2017-12-31$3,192,969
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,324,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,818,564
Employer contributions (assets) at end of year2017-12-31$1,249,378
Employer contributions (assets) at beginning of year2017-12-31$1,105,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$880,835
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2017-12-31420794029
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 incurred2016-12-31$467,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$34,193,625
Value of total assets at beginning of year2016-12-31$29,220,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$82,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$82,315
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,011,983
Participant contributions at end of year2016-12-31$9,608
Participant contributions at beginning of year2016-12-31$26,635
Assets. Other investments not covered elsewhere at end of year2016-12-31$23,555,979
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$20,574,660
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$54,893
Other income not declared elsewhere2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,522,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,544,491
Employer contributions (assets) at end of year2016-12-31$1,105,484
Employer contributions (assets) at beginning of year2016-12-31$1,000,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$385,579
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31420794029
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 incurred2015-12-31$1,531,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$29,220,627
Value of total assets at beginning of year2015-12-31$29,055,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$427,240
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$939,770
Participant contributions at end of year2015-12-31$26,635
Participant contributions at beginning of year2015-12-31$4,049
Assets. Other investments not covered elsewhere at end of year2015-12-31$20,574,660
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$133,513
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$82,528
Other income not declared elsewhere2015-12-31$-614,626
Total non interest bearing cash at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at beginning of year2015-12-31$174,505
Investment advisory and management fees2015-12-31$64,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,618,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,360,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,491,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,491,582
Asset value of US Government securities at beginning of year2015-12-31$51,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-158,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,447,154
Employer contributions (assets) at end of year2015-12-31$1,000,680
Employer contributions (assets) at beginning of year2015-12-31$977,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,467,188
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$268,112
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,074,609
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2015-12-31420794029
2014 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$482,247
Total unrealized appreciation/depreciation of assets2014-12-31$482,247
Total income from all sources (including contributions)2014-12-31$3,565,150
Total of all expenses incurred2014-12-31$1,398,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$29,055,866
Value of total assets at beginning of year2014-12-31$26,889,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,831
Total interest from all sources2014-12-31$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 year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$427,240
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$177,565
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$840,619
Participant contributions at end of year2014-12-31$4,049
Participant contributions at beginning of year2014-12-31$46,686
Assets. Other investments not covered elsewhere at end of year2014-12-31$133,513
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$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 year2014-12-31$91,951
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$174,505
Assets. partnership/joint venture interests at beginning of year2014-12-31$247,783
Investment advisory and management fees2014-12-31$62,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,360,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,547,872
Income. Interest from corporate debt instruments2014-12-31$2,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,491,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$943,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 year2014-12-31$51,885
Asset value of US Government securities at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,372,550
Employer contributions (assets) at end of year2014-12-31$977,994
Employer contributions (assets) at beginning of year2014-12-31$812,433
Income. Dividends from preferred stock2014-12-31$13,408
Income. Dividends from common stock2014-12-31$19,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,335,841
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$268,112
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$292,383
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,074,609
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,643,430
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Qualified
Accountancy firm name2014-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2014-12-31420794029
2013 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,822,123
Total unrealized appreciation/depreciation of assets2013-12-31$2,822,123
Total income from all sources (including contributions)2013-12-31$5,478,516
Total of all expenses incurred2013-12-31$608,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$26,889,388
Value of total assets at beginning of year2013-12-31$22,019,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$63,498
Total interest from all sources2013-12-31$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 year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$177,565
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$138,460
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$778,536
Participant contributions at end of year2013-12-31$46,686
Participant contributions at beginning of year2013-12-31$8,439
Assets. Other investments not covered elsewhere at end of year2013-12-31$111,175
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$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 year2013-12-31$17,478
Total non interest bearing cash at beginning of year2013-12-31$263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$247,783
Assets. partnership/joint venture interests at beginning of year2013-12-31$302,327
Investment advisory and management fees2013-12-31$63,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,547,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,556,545
Income. Interest from corporate debt instruments2013-12-31$5,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$943,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$535,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 year2013-12-31$49,524
Asset value of US Government securities at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,188,256
Employer contributions (assets) at end of year2013-12-31$812,433
Employer contributions (assets) at beginning of year2013-12-31$770,565
Income. Dividends from preferred stock2013-12-31$7,272
Income. Dividends from common stock2013-12-31$7,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$545,222
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$292,383
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$319,655
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,643,430
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,295,464
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Qualified
Accountancy firm name2013-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2013-12-31420794029
2012 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,013,720
Total unrealized appreciation/depreciation of assets2012-12-31$2,013,720
Total income from all sources (including contributions)2012-12-31$4,433,429
Total of all expenses incurred2012-12-31$848,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$22,019,592
Value of total assets at beginning of year2012-12-31$18,434,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$58,578
Total interest from all sources2012-12-31$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 year2012-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$138,460
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$212,128
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$736,424
Participant contributions at end of year2012-12-31$8,439
Participant contributions at beginning of year2012-12-31$17,055
Assets. Other investments not covered elsewhere at end of year2012-12-31$53,606
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$332
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,302
Administrative expenses (other) incurred2012-12-31$58,578
Total non interest bearing cash at end of year2012-12-31$263
Total non interest bearing cash at beginning of year2012-12-31$280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$302,327
Assets. partnership/joint venture interests at beginning of year2012-12-31$306,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,556,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,809,454
Income. Interest from corporate debt instruments2012-12-31$8,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$535,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$760,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 year2012-12-31$39,144
Asset value of US Government securities at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,122,812
Employer contributions (assets) at end of year2012-12-31$770,565
Employer contributions (assets) at beginning of year2012-12-31$729,826
Income. Dividends from preferred stock2012-12-31$9,938
Income. Dividends from common stock2012-12-31$5,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$790,175
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$319,655
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$92,797
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,295,464
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$500,336
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2012-12-31420794029
2011 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,179,115
Total unrealized appreciation/depreciation of assets2011-12-31$-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 incurred2011-12-31$1,374,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$18,434,916
Value of total assets at beginning of year2011-12-31$18,844,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,776
Total interest from all sources2011-12-31$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 year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$212,128
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$242,539
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$670,352
Participant contributions at end of year2011-12-31$17,055
Assets. Other investments not covered elsewhere at end of year2011-12-31$332
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$319
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60,500
Administrative expenses (other) incurred2011-12-31$52,776
Total non interest bearing cash at end of year2011-12-31$280
Total non interest bearing cash at beginning of year2011-12-31$3,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$306,307
Assets. partnership/joint venture interests at beginning of year2011-12-31$507,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,809,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,373,695
Income. Interest from corporate debt instruments2011-12-31$975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$760,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$264,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 year2011-12-31$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 assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,053,506
Employer contributions (assets) at end of year2011-12-31$729,826
Employer contributions (assets) at beginning of year2011-12-31$668,356
Income. Dividends from preferred stock2011-12-31$8,523
Income. Dividends from common stock2011-12-31$4,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,322,031
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$92,797
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$56,881
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$500,336
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$725,539
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Qualified
Accountancy firm name2011-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2011-12-31420794029
2010 : IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,951,957
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$505,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$18,844,049
Value of total assets at beginning of year2010-12-31$15,512,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,722
Total interest from all sources2010-12-31$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 year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$242,539
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$134,740
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$573,363
Participant contributions at beginning of year2010-12-31$19,997
Assets. Other investments not covered elsewhere at end of year2010-12-31$319
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$297
Administrative expenses (other) incurred2010-12-31$12,722
Total non interest bearing cash at end of year2010-12-31$3,968
Total non interest bearing cash at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$507,756
Assets. partnership/joint venture interests at beginning of year2010-12-31$567,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,373,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,392,250
Income. Interest from corporate debt instruments2010-12-31$3,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$264,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$86,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$971,169
Employer contributions (assets) at end of year2010-12-31$668,356
Employer contributions (assets) at beginning of year2010-12-31$726,811
Income. Dividends from preferred stock2010-12-31$9,872
Income. Dividends from common stock2010-12-31$11,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$492,744
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$56,881
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$62,942
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$725,539
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$462,924
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2010-12-31420794029
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 securities2009-12-31$0

Form 5500 Responses for IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN

2022: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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