401k Plan data: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN plan

NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN
Plan identification number	002

NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTHWEST IOWA BONE, JOINT & SPORT SURGEONS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: NORTHWEST IOWA BONE, JOINT & SPORT SURGEONS, P.C.

Employer identification number (EIN): 421116248

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CHERYL AHERN 2023-03-21
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 CHERYL AHERN
002 2017-01-01 CHERYL AHERN
002 2016-01-01 CHERYL AHERN
002 2015-01-01 CHERYL AHERN
002 2014-01-01 CHERYL AHERN
002 2013-01-01 CHERYL AHERN
002 2012-01-01 CHERYL V AHERN 2013-06-06 CHERYL V AHERN 2013-06-06
002 2011-01-01 CHERYL AHERN 2012-04-19
002 2010-01-01 CHERYL V AHERN 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CHERYL AHERN	2023-03-21
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	CHERYL AHERN
002	2017-01-01	CHERYL AHERN
002	2016-01-01	CHERYL AHERN
002	2015-01-01	CHERYL AHERN
002	2014-01-01	CHERYL AHERN
002	2013-01-01	CHERYL AHERN
002	2012-01-01	CHERYL V AHERN	2013-06-06	CHERYL V AHERN	2013-06-06
002	2011-01-01	CHERYL AHERN	2012-04-19
002	2010-01-01	CHERYL V AHERN	2011-07-18

Plan Statistics for NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN

401k plan membership statisitcs for NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN

Measure Date Value
2021: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 74
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 8
Total of all active and inactive participants 2021-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 82
Number of participants with account balances 2021-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 62
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 7
Total of all active and inactive participants 2020-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 69
Number of participants with account balances 2020-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 57
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 6
Total of all active and inactive participants 2019-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 63
Number of participants with account balances 2019-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 63
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 3
Total of all active and inactive participants 2018-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 66
Number of participants with account balances 2018-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 59
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 7
Total of all active and inactive participants 2017-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 66
Number of participants with account balances 2017-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 57
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 4
Total of all active and inactive participants 2016-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 61
Number of participants with account balances 2016-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 51
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 3
Total of all active and inactive participants 2015-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 54
Number of participants with account balances 2015-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 50
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 2
Total of all active and inactive participants 2014-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 52
Number of participants with account balances 2014-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 46
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 8
Total of all active and inactive participants 2013-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 54
Number of participants with account balances 2013-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2021: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	74
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	8
Total of all active and inactive participants	2021-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	82
Number of participants with account balances	2021-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	62
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	7
Total of all active and inactive participants	2020-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	69
Number of participants with account balances	2020-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	57
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	6
Total of all active and inactive participants	2019-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	63
Number of participants with account balances	2019-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	63
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	3
Total of all active and inactive participants	2018-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	66
Number of participants with account balances	2018-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	59
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	7
Total of all active and inactive participants	2017-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	66
Number of participants with account balances	2017-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	57
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	4
Total of all active and inactive participants	2016-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	61
Number of participants with account balances	2016-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	51
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	3
Total of all active and inactive participants	2015-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	54
Number of participants with account balances	2015-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	50
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	2
Total of all active and inactive participants	2014-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	52
Number of participants with account balances	2014-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	46
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	8
Total of all active and inactive participants	2013-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	54
Number of participants with account balances	2013-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN

Measure	Date	Value
2021 : NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,528,690
Expenses. Total of all expenses incurred	2021-12-31	$682,026
Benefits paid (including direct rollovers)	2021-12-31	$600,223
Total plan assets at end of year	2021-12-31	$12,864,414
Total plan assets at beginning of year	2021-12-31	$11,017,750
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$348,389
Noncash contributions received	2021-12-31	$1,745,497
Net income (gross income less expenses)	2021-12-31	$1,846,664
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$12,864,414
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,017,750
Total contributions received or receivable from employer(s)	2021-12-31	$434,804
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$81,803
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,668,278
Expenses. Total of all expenses incurred	2020-12-31	$730,182
Benefits paid (including direct rollovers)	2020-12-31	$665,235
Total plan assets at end of year	2020-12-31	$11,017,750
Total plan assets at beginning of year	2020-12-31	$10,079,654
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$313,730
Other income received	2020-12-31	$958,410
Net income (gross income less expenses)	2020-12-31	$938,096
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,017,750
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$10,079,654
Total contributions received or receivable from employer(s)	2020-12-31	$396,138
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$64,947
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,713,640
Expenses. Total of all expenses incurred	2019-12-31	$3,526,094
Benefits paid (including direct rollovers)	2019-12-31	$3,445,558
Total plan assets at end of year	2019-12-31	$10,079,654
Total plan assets at beginning of year	2019-12-31	$10,892,108
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$295,336
Contributions received from other sources (not participants or employers)	2019-12-31	$12,125
Other income received	2019-12-31	$1,985,330
Net income (gross income less expenses)	2019-12-31	$-812,454
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$10,079,654
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$10,892,108
Total contributions received or receivable from employer(s)	2019-12-31	$420,849
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$80,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-338,911
Expenses. Total of all expenses incurred	2018-12-31	$339,437
Benefits paid (including direct rollovers)	2018-12-31	$259,623
Total plan assets at end of year	2018-12-31	$10,892,108
Total plan assets at beginning of year	2018-12-31	$11,570,456
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$308,629
Contributions received from other sources (not participants or employers)	2018-12-31	$2,743
Other income received	2018-12-31	$-966,872
Net income (gross income less expenses)	2018-12-31	$-678,348
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$10,892,108
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,570,456
Total contributions received or receivable from employer(s)	2018-12-31	$316,589
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$79,814
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,163,304
Expenses. Total of all expenses incurred	2017-12-31	$101,628
Benefits paid (including direct rollovers)	2017-12-31	$31,438
Total plan assets at end of year	2017-12-31	$11,570,456
Total plan assets at beginning of year	2017-12-31	$9,508,780
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$301,837
Contributions received from other sources (not participants or employers)	2017-12-31	$19,417
Other income received	2017-12-31	$1,577,356
Net income (gross income less expenses)	2017-12-31	$2,061,676
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,570,456
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,508,780
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$9,780
Total contributions received or receivable from employer(s)	2017-12-31	$264,694
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$70,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,503,422
Expenses. Total of all expenses incurred	2016-12-31	$177,166
Benefits paid (including direct rollovers)	2016-12-31	$117,009
Total plan assets at end of year	2016-12-31	$9,508,780
Total plan assets at beginning of year	2016-12-31	$8,182,524
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$248,698
Contributions received from other sources (not participants or employers)	2016-12-31	$25,609
Other income received	2016-12-31	$917,782
Net income (gross income less expenses)	2016-12-31	$1,326,256
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,508,780
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,182,524
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$20,214
Total contributions received or receivable from employer(s)	2016-12-31	$311,333
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$60,157
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$252,582
Expenses. Total of all expenses incurred	2015-12-31	$94,920
Benefits paid (including direct rollovers)	2015-12-31	$36,260
Total plan assets at end of year	2015-12-31	$8,182,524
Total plan assets at beginning of year	2015-12-31	$8,024,862
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$234,650
Other income received	2015-12-31	$-222,736
Net income (gross income less expenses)	2015-12-31	$157,662
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,182,524
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,024,862
Total contributions received or receivable from employer(s)	2015-12-31	$240,668
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$58,660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$703,355
Expenses. Total of all expenses incurred	2014-12-31	$2,092,369
Benefits paid (including direct rollovers)	2014-12-31	$2,033,442
Total plan assets at end of year	2014-12-31	$8,024,862
Total plan assets at beginning of year	2014-12-31	$9,413,876
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$195,193
Contributions received from other sources (not participants or employers)	2014-12-31	$257
Other income received	2014-12-31	$376,397
Net income (gross income less expenses)	2014-12-31	$-1,389,014
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,024,862
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,413,876
Total contributions received or receivable from employer(s)	2014-12-31	$131,508
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$58,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,948,258
Expenses. Total of all expenses incurred	2013-12-31	$70,057
Benefits paid (including direct rollovers)	2013-12-31	$46,222
Total plan assets at end of year	2013-12-31	$9,413,876
Total plan assets at beginning of year	2013-12-31	$7,535,675
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$191,538
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,544,298
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,878,201
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,413,876
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,535,675
Total contributions received or receivable from employer(s)	2013-12-31	$212,422
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$23,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for NW IOWA BONE, JOINT & SPORT SURGEONS, PC PROFIT SHARING PLAN

2021: NW IOWA BONE, JOINT & SPORT SURGEONS, PC 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: NW IOWA BONE, JOINT & SPORT SURGEONS, PC 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: NW IOWA BONE, JOINT & SPORT SURGEONS, PC 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: NW IOWA BONE, JOINT & SPORT SURGEONS, PC 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: NW IOWA BONE, JOINT & SPORT SURGEONS, PC 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: NW IOWA BONE, JOINT & SPORT SURGEONS, PC 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: NW IOWA BONE, JOINT & SPORT SURGEONS, PC 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: NW IOWA BONE, JOINT & SPORT SURGEONS, PC 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: NW IOWA BONE, JOINT & SPORT SURGEONS, PC 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

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Company Name:	NORTHWEST IOWA BONE, JOINT & SPORT SURGEONS, P.C.
Employer identification number (EIN):	421116248
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)