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JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN
Plan identification number 001

JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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

JOHNSON COUNTY ORTHOPEDICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOHNSON COUNTY ORTHOPEDICS, P.A.
Employer identification number (EIN):480840588
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01KEITH SHEFFER
0012012-01-01JOSH SOVEREIGN
0012011-01-01JOSH SOVEREIGN
0012009-01-01SCOTT BECKLEY

Plan Statistics for JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN

Measure Date Value
2017: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
2015: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
2013: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
2011: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2009: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0144
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0144
Number of participants with account balances2009-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN

Measure Date Value
2017 : JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$24,401
Expenses. Total of all expenses incurred2017-12-31$33,833
Benefits paid (including direct rollovers)2017-12-31$33,833
Total plan assets at end of year2017-12-31$623,239
Total plan assets at beginning of year2017-12-31$632,671
Other income received2017-12-31$24,401
Net income (gross income less expenses)2017-12-31$-9,432
Net plan assets at end of year (total assets less liabilities)2017-12-31$623,239
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$632,671
2016 : JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$27,961
Expenses. Total of all expenses incurred2016-12-31$32,686
Benefits paid (including direct rollovers)2016-12-31$32,686
Total plan assets at end of year2016-12-31$632,671
Total plan assets at beginning of year2016-12-31$637,396
Other income received2016-12-31$27,961
Net income (gross income less expenses)2016-12-31$-4,725
Net plan assets at end of year (total assets less liabilities)2016-12-31$632,671
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$637,396
2015 : JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-4,006
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$637,396
Total plan assets at beginning of year2015-12-31$641,402
Other income received2015-12-31$-4,006
Net income (gross income less expenses)2015-12-31$-4,006
Net plan assets at end of year (total assets less liabilities)2015-12-31$637,396
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$641,402
2014 : JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$44,894
Expenses. Total of all expenses incurred2014-12-31$412,382
Benefits paid (including direct rollovers)2014-12-31$395,352
Total plan assets at end of year2014-12-31$641,402
Total plan assets at beginning of year2014-12-31$1,008,890
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$13,318
Other income received2014-12-31$44,894
Net income (gross income less expenses)2014-12-31$-367,488
Net plan assets at end of year (total assets less liabilities)2014-12-31$641,402
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,008,890
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,712
2013 : JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$51,096
Expenses. Total of all expenses incurred2013-12-31$52,985
Benefits paid (including direct rollovers)2013-12-31$46,000
Total plan assets at end of year2013-12-31$1,008,890
Total plan assets at beginning of year2013-12-31$1,010,779
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$5,025
Other income received2013-12-31$51,096
Net income (gross income less expenses)2013-12-31$-1,889
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,008,890
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,010,779
Assets. Value of participant loans2013-12-31$1,179
Assets. Value of real-estate (other than employer real property)2013-12-31$186,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,960
2012 : JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$35,653
Expenses. Total of all expenses incurred2012-12-31$95,130
Benefits paid (including direct rollovers)2012-12-31$50,000
Total plan assets at end of year2012-12-31$1,010,779
Total plan assets at beginning of year2012-12-31$1,070,256
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$44,942
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$35,653
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-59,477
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,010,779
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,070,256
Assets. Value of participant loans2012-12-31$1,179
Assets. Value of real-estate (other than employer real property)2012-12-31$180,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$188
2011 : JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$21,214
Expenses. Total of all expenses incurred2011-12-31$678,256
Benefits paid (including direct rollovers)2011-12-31$673,539
Total plan assets at end of year2011-12-31$1,070,256
Total plan assets at beginning of year2011-12-31$1,727,298
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$21,214
Net income (gross income less expenses)2011-12-31$-657,042
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,070,256
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,727,298
Assets. Value of participant loans2011-12-31$1,179
Assets. Value of real-estate (other than employer real property)2011-12-31$190,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,717
2010 : JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$224,049
Expenses. Total of all expenses incurred2010-12-31$2,820,410
Benefits paid (including direct rollovers)2010-12-31$2,808,589
Total plan assets at end of year2010-12-31$1,727,298
Total plan assets at beginning of year2010-12-31$4,323,659
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$224,049
Net income (gross income less expenses)2010-12-31$-2,596,361
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,727,298
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,323,659
Assets. Value of participant loans2010-12-31$1,379
Assets. Value of real-estate (other than employer real property)2010-12-31$210,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,821
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN

2017: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHNSON COUNTY ORTHOPEDICS, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30782
Policy instance 1
Insurance contract or identification number30782
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30782
Policy instance 1
Insurance contract or identification number30782
Number of Individuals Covered1
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30782
Policy instance 1
Insurance contract or identification number30782
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30782
Policy instance 1
Insurance contract or identification number30782
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30782
Policy instance 1
Insurance contract or identification number30782
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30782
Policy instance 1
Insurance contract or identification number30782
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30782
Policy instance 1
Insurance contract or identification number30782
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number1050-033495
Policy instance 1
Insurance contract or identification number1050-033495
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30782
Policy instance 2
Insurance contract or identification number30782
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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