401k Plan data: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN plan

MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 401k Plan overview

Plan Name	MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN
Plan identification number	001

MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

MICHIGAN ORTHOPAEDIC SURGEONS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC

Employer identification number (EIN): 452118278

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

Additional information about MICHIGAN ORTHOPAEDIC SURGEONS, PLLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: D60240

More information about MICHIGAN ORTHOPAEDIC SURGEONS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID MAYO

Plan Statistics for MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN

401k plan membership statisitcs for MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN

Measure Date Value
2022: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 300
Number of retired or separated participants receiving benefits 2022-01-01 25
Number of other retired or separated participants entitled to future benefits 2022-01-01 95
Total of all active and inactive participants 2022-01-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 420
Number of participants with account balances 2022-01-01 419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 22
2021: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 248
Number of retired or separated participants receiving benefits 2021-01-01 19
Number of other retired or separated participants entitled to future benefits 2021-01-01 101
Total of all active and inactive participants 2021-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 368
Number of participants with account balances 2021-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 233
Number of retired or separated participants receiving benefits 2020-01-01 20
Number of other retired or separated participants entitled to future benefits 2020-01-01 72
Total of all active and inactive participants 2020-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 325
Number of participants with account balances 2020-01-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 35
2019: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 214
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 240
Number of participants with account balances 2019-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 22
2018: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 184
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 59
Total of all active and inactive participants 2018-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 243
Number of participants with account balances 2018-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 25
2017: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 211
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 38
Total of all active and inactive participants 2017-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 249
Number of participants with account balances 2017-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	300
Number of retired or separated participants receiving benefits	2022-01-01	25
Number of other retired or separated participants entitled to future benefits	2022-01-01	95
Total of all active and inactive participants	2022-01-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	420
Number of participants with account balances	2022-01-01	419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	22
2021: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	248
Number of retired or separated participants receiving benefits	2021-01-01	19
Number of other retired or separated participants entitled to future benefits	2021-01-01	101
Total of all active and inactive participants	2021-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	368
Number of participants with account balances	2021-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	233
Number of retired or separated participants receiving benefits	2020-01-01	20
Number of other retired or separated participants entitled to future benefits	2020-01-01	72
Total of all active and inactive participants	2020-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	325
Number of participants with account balances	2020-01-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	35
2019: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	214
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	240
Number of participants with account balances	2019-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	22
2018: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	184
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	59
Total of all active and inactive participants	2018-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	243
Number of participants with account balances	2018-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	25
2017: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	211
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	38
Total of all active and inactive participants	2017-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	249
Number of participants with account balances	2017-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN

Measure	Date	Value
2022 : MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,526,999
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$784,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$660,158
Value of total corrective distributions	2022-12-31	$28,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,820,980
Value of total assets at end of year	2022-12-31	$34,913,473
Value of total assets at beginning of year	2022-12-31	$38,224,773
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$95,600
Total interest from all sources	2022-12-31	$3,077
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,202,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,202,380
Administrative expenses professional fees incurred	2022-12-31	$66,440
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,536,073
Participant contributions at end of year	2022-12-31	$70,000
Participant contributions at beginning of year	2022-12-31	$58,144
Participant contributions at end of year	2022-12-31	$4,948
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$29,983
Total non interest bearing cash at end of year	2022-12-31	$3,142
Total non interest bearing cash at beginning of year	2022-12-31	$4,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,311,300
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$34,913,473
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$38,224,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$29,160
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$32,203,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$28,034,675
Interest on participant loans	2022-12-31	$3,077
Value of interest in common/collective trusts at end of year	2022-12-31	$372,130
Value of interest in common/collective trusts at beginning of year	2022-12-31	$8,089,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,265,018
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,288,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,254,924
Employer contributions (assets) at end of year	2022-12-31	$2,259,347
Employer contributions (assets) at beginning of year	2022-12-31	$2,038,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$660,158
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SHINDEL ROCK & ASSOCIATES, PC
Accountancy firm EIN	2022-12-31	382954392
2021 : MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$7,802,145
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,763,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,655,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,378,218
Value of total assets at end of year	2021-12-31	$38,224,773
Value of total assets at beginning of year	2021-12-31	$34,186,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$108,038
Total interest from all sources	2021-12-31	$3,784
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,996,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,996,802
Administrative expenses professional fees incurred	2021-12-31	$58,038
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,310,899
Participant contributions at end of year	2021-12-31	$58,144
Participant contributions at beginning of year	2021-12-31	$63,986
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$18,452
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$29,223
Other income not declared elsewhere	2021-12-31	$1,431
Total non interest bearing cash at end of year	2021-12-31	$4,519
Total non interest bearing cash at beginning of year	2021-12-31	$6,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,038,751
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$38,224,773
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$34,186,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$28,034,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$23,841,484
Interest on participant loans	2021-12-31	$3,784
Value of interest in common/collective trusts at end of year	2021-12-31	$8,089,339
Value of interest in common/collective trusts at beginning of year	2021-12-31	$8,445,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$377,702
Net investment gain or loss from common/collective trusts	2021-12-31	$1,044,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,038,096
Employer contributions (assets) at end of year	2021-12-31	$2,038,096
Employer contributions (assets) at beginning of year	2021-12-31	$1,810,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,655,356
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SHINDEL ROCK & ASSOCIATES, PC
Accountancy firm EIN	2021-12-31	382954392
2020 : MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$7,002,167
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,975,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,883,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,118,305
Value of total assets at end of year	2020-12-31	$34,186,022
Value of total assets at beginning of year	2020-12-31	$29,159,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$91,858
Total interest from all sources	2020-12-31	$4,088
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$35,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$35,865
Administrative expenses professional fees incurred	2020-12-31	$48,936
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,201,883
Participant contributions at end of year	2020-12-31	$63,986
Participant contributions at beginning of year	2020-12-31	$89,875
Participant contributions at end of year	2020-12-31	$18,452
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$105,910
Other income not declared elsewhere	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$6,245
Total non interest bearing cash at beginning of year	2020-12-31	$7,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,027,019
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$34,186,022
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,159,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$42,922
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$23,841,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$25,267,477
Interest on participant loans	2020-12-31	$4,088
Value of interest in common/collective trusts at end of year	2020-12-31	$8,445,343
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,898,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,107,011
Net investment gain or loss from common/collective trusts	2020-12-31	$736,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,810,512
Employer contributions (assets) at end of year	2020-12-31	$1,810,512
Employer contributions (assets) at beginning of year	2020-12-31	$1,895,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,883,290
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SHINDEL ROCK & ASSOCIATES, PC
Accountancy firm EIN	2020-12-31	382954392
2019 : MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$15,415,550
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,807,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,689,020
Expenses. Certain deemed distributions of participant loans	2019-12-31	$8,248
Value of total corrective distributions	2019-12-31	$10,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,416,813
Value of total assets at end of year	2019-12-31	$29,159,003
Value of total assets at beginning of year	2019-12-31	$20,550,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$99,618
Total interest from all sources	2019-12-31	$4,740
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$37,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$37,126
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,228,630
Participant contributions at end of year	2019-12-31	$89,875
Participant contributions at beginning of year	2019-12-31	$75,356
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,615,310
Total non interest bearing cash at end of year	2019-12-31	$7,695
Total non interest bearing cash at beginning of year	2019-12-31	$10,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,608,027
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,159,003
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,550,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$99,618
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$25,267,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$19,135,960
Interest on participant loans	2019-12-31	$4,740
Value of interest in common/collective trusts at end of year	2019-12-31	$1,898,953
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,328,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,814,109
Net investment gain or loss from common/collective trusts	2019-12-31	$142,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,572,873
Employer contributions (assets) at end of year	2019-12-31	$1,895,003
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,689,020
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SHINDEL ROCK & ASSOCIATES, PC
Accountancy firm EIN	2019-12-31	382954392
2018 : MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$7,035,691
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$675,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$590,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,536,920
Value of total assets at end of year	2018-12-31	$20,550,976
Value of total assets at beginning of year	2018-12-31	$14,190,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$84,662
Total interest from all sources	2018-12-31	$3,089
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$37,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$37,089
Administrative expenses professional fees incurred	2018-12-31	$35,767
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,399,575
Participant contributions at end of year	2018-12-31	$75,356
Participant contributions at beginning of year	2018-12-31	$62,301
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,638,686
Total non interest bearing cash at end of year	2018-12-31	$10,941
Total non interest bearing cash at beginning of year	2018-12-31	$35,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$6,360,446
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,550,976
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,190,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$39,403
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$19,135,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,384,907
Income. Interest from loans (other than to participants)	2018-12-31	$3,089
Value of interest in common/collective trusts at end of year	2018-12-31	$1,328,719
Value of interest in common/collective trusts at beginning of year	2018-12-31	$708,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,541,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,498,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$590,583
Contract administrator fees	2018-12-31	$9,492
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SHINDEL ROCK & ASSOCIATES, PC
Accountancy firm EIN	2018-12-31	382954392
2017 : MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
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	$14,356,027
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$165,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$116,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$12,900,445
Value of total assets at end of year	2017-12-31	$14,190,530
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$49,020
Total interest from all sources	2017-12-31	$1,784
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$23,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$23,032
Administrative expenses professional fees incurred	2017-12-31	$23,870
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$893,139
Participant contributions at end of year	2017-12-31	$62,301
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$12,007,306
Total non interest bearing cash at end of year	2017-12-31	$35,088
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$14,190,530
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,190,530
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$20,670
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,384,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Income. Interest from loans (other than to participants)	2017-12-31	$1,784
Value of interest in common/collective trusts at end of year	2017-12-31	$708,234
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,415,978
Net investment gain or loss from common/collective trusts	2017-12-31	$14,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$116,477
Contract administrator fees	2017-12-31	$4,480
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SHINDEL ROCK & ASSOCIATES, PC
Accountancy firm EIN	2017-12-31	382954392

Form 5500 Responses for MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN

2022: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) 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: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) 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: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) 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: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) 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: MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	MICHIGAN ORTHOPAEDIC SURGEONS, PLLC
Employer identification number (EIN):	452118278
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	D60240