401k Plan data: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN plan

FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING 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.
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

ORTHOCARE FLORIDA has sponsored the creation of one or more 401k plans.

Company Name: ORTHOCARE FLORIDA

Employer identification number (EIN): 461074291

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

Additional information about ORTHOCARE FLORIDA

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2012-09-25

Company Identification Number: L12000122381

Legal Registered Office Address: 4600 4th St. N.

St. Petersburg

33703

More information about ORTHOCARE FLORIDA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 JOHN KILGORE 2023-01-18 JOHN KILGORE 2023-01-18
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ANN PROKOP 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2014-01-01
001 2013-01-01

Plan Statistics for FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2020: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
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 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 135
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 149
Number of participants with account balances 2019-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 143
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 10
Total of all active and inactive participants 2018-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 153
Number of participants with account balances 2018-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 505
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 108
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 0
Total of all active and inactive participants 2017-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 108
Number of participants with account balances 2017-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 501
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 304
Number of retired or separated participants receiving benefits 2016-01-01 201
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 505
Number of participants with account balances 2016-01-01 505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 297
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 204
Total of all active and inactive participants 2015-01-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 501
Number of participants with account balances 2015-01-01 501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 18
2014: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 233
Number of other retired or separated participants entitled to future benefits 2014-01-01 89
Total of all active and inactive participants 2014-01-01 322
Total participants 2014-01-01 322
Number of participants with account balances 2014-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 22
2013: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 235
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 53
Total of all active and inactive participants 2013-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 288
Number of participants with account balances 2013-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 17

Measure	Date	Value
2020: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
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	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	135
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	149
Number of participants with account balances	2019-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	143
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	10
Total of all active and inactive participants	2018-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	153
Number of participants with account balances	2018-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	505
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	108
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	0
Total of all active and inactive participants	2017-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	108
Number of participants with account balances	2017-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	501
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	304
Number of retired or separated participants receiving benefits	2016-01-01	201
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	505
Number of participants with account balances	2016-01-01	505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	297
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	204
Total of all active and inactive participants	2015-01-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	501
Number of participants with account balances	2015-01-01	501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	18
2014: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	233
Number of other retired or separated participants entitled to future benefits	2014-01-01	89
Total of all active and inactive participants	2014-01-01	322
Total participants	2014-01-01	322
Number of participants with account balances	2014-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	22
2013: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	235
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	53
Total of all active and inactive participants	2013-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	288
Number of participants with account balances	2013-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	17

Financial Data on FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2020 : FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$-683,757
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$9,207,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$9,044,232
Expenses. Certain deemed distributions of participant loans	2020-12-31	$136,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$705,200
Value of total assets at end of year	2020-12-31	$834,657
Value of total assets at beginning of year	2020-12-31	$10,725,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$26,401
Total interest from all sources	2020-12-31	$1,531
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$122,715
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$142,093
Participant contributions at end of year	2020-12-31	$5,200
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$819,230
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,309,471
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	$-9,890,843
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$834,657
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,725,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,273,936
Interest on participant loans	2020-12-31	$1,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-1,390,488
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	$582,485
Employer contributions (assets) at end of year	2020-12-31	$10,227
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$9,044,232
Contract administrator fees	2020-12-31	$26,401
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	Disclaimer
Accountancy firm name	2020-12-31	FRSCPA, PLLC
Accountancy firm EIN	2020-12-31	592482214
2019 : FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING 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	$2,871,283
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,605,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,551,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$894,981
Value of total assets at end of year	2019-12-31	$10,725,500
Value of total assets at beginning of year	2019-12-31	$9,459,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$54,117
Total interest from all sources	2019-12-31	$6,409
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$512,901
Participant contributions at end of year	2019-12-31	$142,093
Participant contributions at beginning of year	2019-12-31	$117,785
Participant contributions at beginning of year	2019-12-31	$417
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,309,471
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,781,764
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$435,039
Administrative expenses (other) incurred	2019-12-31	$28,373
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$1,265,856
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,725,500
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,459,644
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,273,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,978,569
Interest on participant loans	2019-12-31	$6,409
Interest earned on other investments	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,534,854
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	$382,080
Employer contributions (assets) at beginning of year	2019-12-31	$581,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,551,310
Contract administrator fees	2019-12-31	$25,744
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	FRSCPA, PLLC
Accountancy firm EIN	2019-12-31	592482214
2018 : FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$989,171
Total of all expenses incurred	2018-12-31	$883,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$831,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,463,787
Value of total assets at end of year	2018-12-31	$9,459,644
Value of total assets at beginning of year	2018-12-31	$9,353,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$51,401
Total interest from all sources	2018-12-31	$5,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$588,866
Participant contributions at end of year	2018-12-31	$117,785
Participant contributions at beginning of year	2018-12-31	$116,023
Participant contributions at end of year	2018-12-31	$417
Participant contributions at beginning of year	2018-12-31	$12,901
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,781,764
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-150,014
Administrative expenses (other) incurred	2018-12-31	$2,178
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$105,804
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,459,644
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,353,840
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	$26,773
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,978,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,795,092
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$5,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-330,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$874,921
Employer contributions (assets) at end of year	2018-12-31	$581,109
Employer contributions (assets) at beginning of year	2018-12-31	$429,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$831,966
Contract administrator fees	2018-12-31	$22,450
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	FRSCPA, PLLC
Accountancy firm EIN	2018-12-31	592482214
2017 : FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-12-31	$28,492,742
Total income from all sources (including contributions)	2017-12-31	$2,686,974
Total of all expenses incurred	2017-12-31	$7,636,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,596,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,246,063
Value of total assets at end of year	2017-12-31	$9,353,840
Value of total assets at beginning of year	2017-12-31	$42,795,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$39,943
Total interest from all sources	2017-12-31	$6,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$514,884
Participant contributions at end of year	2017-12-31	$116,023
Participant contributions at beginning of year	2017-12-31	$358,512
Participant contributions at end of year	2017-12-31	$12,901
Participant contributions at beginning of year	2017-12-31	$9,596
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$2,177,425
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$82,485
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$10,510
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	$-4,949,181
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,353,840
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$42,795,763
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	$33,483
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,795,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$39,796,987
Interest on participant loans	2017-12-31	$6,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,434,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$648,694
Employer contributions (assets) at end of year	2017-12-31	$429,824
Employer contributions (assets) at beginning of year	2017-12-31	$442,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,596,212
Contract administrator fees	2017-12-31	$6,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
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	FRSCPA, PLLC
Accountancy firm EIN	2017-12-31	592482214
2016 : FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$4,982,288
Total of all expenses incurred	2016-12-31	$4,807,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,664,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,538,583
Value of total assets at end of year	2016-12-31	$42,795,763
Value of total assets at beginning of year	2016-12-31	$42,620,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$142,598
Total interest from all sources	2016-12-31	$14,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,387,292
Participant contributions at end of year	2016-12-31	$358,512
Participant contributions at beginning of year	2016-12-31	$351,385
Participant contributions at end of year	2016-12-31	$9,596
Participant contributions at beginning of year	2016-12-31	$25,725
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$2,177,425
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$15,001,893
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$76,257
Total non interest bearing cash at end of year	2016-12-31	$10,510
Total non interest bearing cash at beginning of year	2016-12-31	$10,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$175,010
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$42,795,763
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$42,620,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$39,796,987
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$26,791,300
Interest on participant loans	2016-12-31	$14,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$541,358
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,887,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,075,034
Employer contributions (assets) at end of year	2016-12-31	$442,733
Employer contributions (assets) at beginning of year	2016-12-31	$440,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,664,680
Contract administrator fees	2016-12-31	$142,598
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FRSCPA, PLLC
Accountancy firm EIN	2016-12-31	592482214
2015 : FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$8,010,765
Total income from all sources (including contributions)	2015-12-31	$2,389,064
Total of all expenses incurred	2015-12-31	$3,950,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,800,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,711,893
Value of total assets at end of year	2015-12-31	$42,620,753
Value of total assets at beginning of year	2015-12-31	$36,171,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$150,447
Total interest from all sources	2015-12-31	$12,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,403,078
Participant contributions at end of year	2015-12-31	$351,385
Participant contributions at beginning of year	2015-12-31	$167,098
Participant contributions at end of year	2015-12-31	$25,725
Participant contributions at beginning of year	2015-12-31	$3,847
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$15,001,893
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$12,671,709
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$341,827
Total non interest bearing cash at end of year	2015-12-31	$10,439
Total non interest bearing cash at beginning of year	2015-12-31	$61,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,561,815
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$42,620,753
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$36,171,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$143,773
Value of interest in pooled separate accounts at end of year	2015-12-31	$26,791,300
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$22,821,089
Interest on participant loans	2015-12-31	$9,562
Interest earned on other investments	2015-12-31	$2,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-473,374
Net investment gain/loss from pooled separate accounts	2015-12-31	$138,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$966,988
Employer contributions (assets) at end of year	2015-12-31	$440,011
Employer contributions (assets) at beginning of year	2015-12-31	$446,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,800,432
Contract administrator fees	2015-12-31	$6,674
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FRSCPA, PLLC
Accountancy firm EIN	2015-12-31	592482214
2014 : FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,593,509
Total of all expenses incurred	2014-12-31	$2,811,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,725,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,484,617
Value of total assets at end of year	2014-12-31	$34,641,518
Value of total assets at beginning of year	2014-12-31	$33,859,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$86,253
Total interest from all sources	2014-12-31	$12,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$959,046
Participant contributions at end of year	2014-12-31	$167,098
Participant contributions at beginning of year	2014-12-31	$128,824
Participant contributions at end of year	2014-12-31	$3,847
Participant contributions at beginning of year	2014-12-31	$51,295
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$11,141,424
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$9,956,150
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$53,736
Total non interest bearing cash at end of year	2014-12-31	$61,080
Total non interest bearing cash at beginning of year	2014-12-31	$10,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$781,678
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$34,641,518
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$33,859,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$22,821,089
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$13,770,159
Interest on participant loans	2014-12-31	$6,105
Interest earned on other investments	2014-12-31	$6,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$9,370,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$774,878
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,321,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$471,835
Employer contributions (assets) at end of year	2014-12-31	$446,980
Employer contributions (assets) at beginning of year	2014-12-31	$573,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,725,578
Contract administrator fees	2014-12-31	$86,253
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FRSCPA, PLLC
Accountancy firm EIN	2014-12-31	592482214
2013 : FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$19,207,535
Total income from all sources (including contributions)	2013-12-31	$3,786,629
Total of all expenses incurred	2013-12-31	$609,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$494,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,153,489
Value of total assets at end of year	2013-12-31	$33,859,840
Value of total assets at beginning of year	2013-12-31	$11,475,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$115,211
Total interest from all sources	2013-12-31	$5,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$765,864
Participant contributions at end of year	2013-12-31	$128,824
Participant contributions at beginning of year	2013-12-31	$94,189
Participant contributions at end of year	2013-12-31	$51,295
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$9,956,150
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$7,145,927
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$5,719
Other income not declared elsewhere	2013-12-31	$1,362,339
Total non interest bearing cash at end of year	2013-12-31	$10,312
Total non interest bearing cash at beginning of year	2013-12-31	$5,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,177,028
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$33,859,840
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,475,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$13,770,159
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,713,084
Interest on participant loans	2013-12-31	$5,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$9,370,039
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,265,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$381,906
Employer contributions (assets) at end of year	2013-12-31	$573,061
Employer contributions (assets) at beginning of year	2013-12-31	$517,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$494,390
Contract administrator fees	2013-12-31	$115,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BOLLENBACK & FORRET, P A
Accountancy firm EIN	2013-12-31	592134908

Form 5500 Responses for FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN

2020: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND 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: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND 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: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FLORIDA MUSCULOSKELETAL SURGICAL GROUP, LLC 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109829

Policy instance

Insurance contract or identification number	109829
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-07-17
Total amount of commissions paid to insurance broker	USD $12,000
Total amount of fees paid to insurance company	USD $12,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	12171
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $12,000
Insurance broker name	IFP ADVISORS INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109829

Policy instance

Insurance contract or identification number	109829
Number of Individuals Covered	501
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $54,588
Total amount of fees paid to insurance company	USD $37,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $54,588
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	37883
Insurance broker name	MATTHEWS BENEFIT GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109829

Policy instance

Insurance contract or identification number	109829
Number of Individuals Covered	402
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $193,864
Total amount of fees paid to insurance company	USD $31,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824122

Policy instance

Insurance contract or identification number	GA-824122
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $2,087
Total amount of fees paid to insurance company	USD $417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

109829

Policy instance

Insurance contract or identification number	109829
Number of Individuals Covered	315
Insurance policy start date	2013-02-27
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $141,992
Total amount of fees paid to insurance company	USD $25,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ORTHOCARE FLORIDA
Employer identification number (EIN):	461074291
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2012-09-25
Company Identification Number:	L12000122381
Legal Registered Office Address:	4600 4th St. N. St. Petersburg 33703

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	JOHN KILGORE	2023-01-18	JOHN KILGORE	2023-01-18
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ANN PROKOP	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2014-01-01
001	2013-01-01