401k Plan data: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN plan

BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN
Plan identification number	001

BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

BLUEGRASS ORTHOPAEDICS, PSC has sponsored the creation of one or more 401k plans.

Company Name: BLUEGRASS ORTHOPAEDICS, PSC

Employer identification number (EIN): 475354567

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUEGRASS ORTHOPAEDICS 401(K) & 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 DR. GREGORY D'ANGELO 2022-10-11
001 2020-01-01 DR. JASON HARROD 2021-10-14
001 2019-01-01 DR GREGORY L D'ANGELO 2020-10-13
001 2018-01-01 MIKE FITZGERALD 2019-10-15
001 2017-01-01
001 2016-01-01
001 2016-01-01 DR. JASON HARROD 2018-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	DR. GREGORY D'ANGELO	2022-10-11
001	2020-01-01	DR. JASON HARROD	2021-10-14
001	2019-01-01	DR GREGORY L D'ANGELO	2020-10-13
001	2018-01-01	MIKE FITZGERALD	2019-10-15
001	2017-01-01
001	2016-01-01
001	2016-01-01	DR. JASON HARROD	2018-10-15

Plan Statistics for BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN

Measure Date Value
2021: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 240
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 78
Total of all active and inactive participants 2021-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 326
Number of participants with account balances 2021-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 150
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 53
Total of all active and inactive participants 2020-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 209
Number of participants with account balances 2020-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 136
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 39
Total of all active and inactive participants 2019-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 179
Number of participants with account balances 2019-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 109
Number of retired or separated participants receiving benefits 2018-01-01 30
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 139
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2016: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 72
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 96
Number of participants with account balances 2016-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2021: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	240
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	78
Total of all active and inactive participants	2021-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	326
Number of participants with account balances	2021-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	150
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	53
Total of all active and inactive participants	2020-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	209
Number of participants with account balances	2020-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	136
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	39
Total of all active and inactive participants	2019-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	179
Number of participants with account balances	2019-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	109
Number of retired or separated participants receiving benefits	2018-01-01	30
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	139
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2016: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	72
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	96
Number of participants with account balances	2016-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN

Measure	Date	Value
2021 : BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,782,077
Total of all expenses incurred	2021-12-31	$816,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$683,114
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,525,052
Value of total assets at end of year	2021-12-31	$17,671,096
Value of total assets at beginning of year	2021-12-31	$14,705,352
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$129,837
Total interest from all sources	2021-12-31	$5,231
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$856,060
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	$856,060
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$578,930
Participant contributions at end of year	2021-12-31	$120,756
Participant contributions at beginning of year	2021-12-31	$72,467
Participant contributions at end of year	2021-12-31	$50,076
Participant contributions at beginning of year	2021-12-31	$12,037
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$7,770
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$2,965,744
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,671,096
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,705,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,329,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,525,153
Interest on participant loans	2021-12-31	$5,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$482,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$520,395
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,395,734
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	Yes
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	$938,352
Employer contributions (assets) at end of year	2021-12-31	$688,557
Employer contributions (assets) at beginning of year	2021-12-31	$575,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$683,114
Contract administrator fees	2021-12-31	$129,837
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	BLUE & CO., LLC
Accountancy firm EIN	2021-12-31	351178661
2020 : BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,283,587
Total of all expenses incurred	2020-12-31	$1,134,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,026,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,538,658
Value of total assets at end of year	2020-12-31	$14,705,352
Value of total assets at beginning of year	2020-12-31	$12,556,422
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$107,815
Total interest from all sources	2020-12-31	$4,700
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$375,202
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	$375,202
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$559,963
Participant contributions at end of year	2020-12-31	$72,467
Participant contributions at beginning of year	2020-12-31	$70,329
Participant contributions at end of year	2020-12-31	$12,037
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$24,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$2,148,930
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,705,352
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,556,422
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	$13,525,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,674,399
Interest on participant loans	2020-12-31	$4,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$520,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,153,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,365,027
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	Yes
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	$954,568
Employer contributions (assets) at end of year	2020-12-31	$575,300
Employer contributions (assets) at beginning of year	2020-12-31	$657,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,026,842
Contract administrator fees	2020-12-31	$107,815
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	BLUE & CO, LLC
Accountancy firm EIN	2020-12-31	351178661
2019 : BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,369,978
Total income from all sources (including contributions)	2019-12-31	$3,369,978
Total of all expenses incurred	2019-12-31	$741,958
Total of all expenses incurred	2019-12-31	$741,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$640,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$640,502
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,426,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,426,192
Value of total assets at end of year	2019-12-31	$12,556,422
Value of total assets at end of year	2019-12-31	$12,556,422
Value of total assets at beginning of year	2019-12-31	$9,928,402
Value of total assets at beginning of year	2019-12-31	$9,928,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$101,456
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$101,456
Total interest from all sources	2019-12-31	$7,954
Total interest from all sources	2019-12-31	$7,954
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$314,012
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$314,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$314,012
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$314,012
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$325,000
Value of fidelity bond cover	2019-12-31	$325,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$516,419
Contributions received from participants	2019-12-31	$516,419
Participant contributions at end of year	2019-12-31	$70,329
Participant contributions at end of year	2019-12-31	$70,329
Participant contributions at beginning of year	2019-12-31	$161,176
Participant contributions at beginning of year	2019-12-31	$161,176
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$19,232
Participant contributions at beginning of year	2019-12-31	$19,232
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$164,271
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$164,271
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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
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	$2,628,020
Value of net income/loss	2019-12-31	$2,628,020
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,556,422
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,556,422
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,928,402
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,928,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,674,399
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,674,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,985,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,985,600
Interest on participant loans	2019-12-31	$7,954
Interest on participant loans	2019-12-31	$7,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,153,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,153,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$951,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$951,020
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,621,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,621,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$745,502
Contributions received in cash from employer	2019-12-31	$745,502
Employer contributions (assets) at end of year	2019-12-31	$657,776
Employer contributions (assets) at end of year	2019-12-31	$657,776
Employer contributions (assets) at beginning of year	2019-12-31	$811,374
Employer contributions (assets) at beginning of year	2019-12-31	$811,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$640,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$640,502
Contract administrator fees	2019-12-31	$101,456
Contract administrator fees	2019-12-31	$101,456
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BLUE & CO., LLC
Accountancy firm name	2019-12-31	BLUE & CO., LLC
Accountancy firm EIN	2019-12-31	351178661
Accountancy firm EIN	2019-12-31	351178661
2018 : BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2018 401k financial data
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	$20,662
Total income from all sources (including contributions)	2018-12-31	$859,656
Total of all expenses incurred	2018-12-31	$1,374,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,265,427
Expenses. Certain deemed distributions of participant loans	2018-12-31	$13,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,449,383
Value of total assets at end of year	2018-12-31	$9,928,402
Value of total assets at beginning of year	2018-12-31	$10,463,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$95,202
Total interest from all sources	2018-12-31	$7,013
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$310,360
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	$310,360
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$452,505
Participant contributions at end of year	2018-12-31	$161,176
Participant contributions at beginning of year	2018-12-31	$174,324
Participant contributions at end of year	2018-12-31	$19,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$20,662
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	$-514,636
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,928,402
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,443,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,985,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,138,504
Interest on participant loans	2018-12-31	$7,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$951,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$848,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-907,100
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	$996,878
Employer contributions (assets) at end of year	2018-12-31	$811,374
Employer contributions (assets) at beginning of year	2018-12-31	$301,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,265,427
Contract administrator fees	2018-12-31	$95,202
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	BLUE & CO., LLC
Accountancy firm EIN	2018-12-31	351178661
2016 : BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$1,345,952
Total income from all sources	2016-12-31	$1,321,504
Expenses. Total of all expenses incurred	2016-12-31	$1,150,514
Benefits paid (including direct rollovers)	2016-12-31	$1,115,576
Total plan assets at end of year	2016-12-31	$7,970,054
Total plan assets at beginning of year	2016-12-31	$6,453,112
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$446,388
Other income received	2016-12-31	$680,269
Net income (gross income less expenses)	2016-12-31	$170,990
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,970,054
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,453,112
Assets. Value of participant loans	2016-12-31	$245,387
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$194,847
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$34,938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$351,488

Form 5500 Responses for BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN

2021: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2016: BLUEGRASS ORTHOPAEDICS 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375501-01

Policy instance

Insurance contract or identification number	375501-01
Number of Individuals Covered	44
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375501-01

Policy instance

Insurance contract or identification number	375501-01
Number of Individuals Covered	44
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375501-01

Policy instance

Insurance contract or identification number	375501-01
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	GROUP ANNUITY CONTRACT

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375501-01

Policy instance

Insurance contract or identification number	375501-01
Number of Individuals Covered	35
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

BLUEGRASS ORTHOPAEDICS 401K PSP [EIN = 611226500]

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Company Name:	BLUEGRASS ORTHOPAEDICS, PSC
Employer identification number (EIN):	475354567
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)