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KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 401k Plan overview

Plan NameKANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN
Plan identification number 001

KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

KANSAS ORTHOPAEDIC CENTER, P.A. has sponsored the creation of one or more 401k plans.

Company Name:KANSAS ORTHOPAEDIC CENTER, P.A.
Employer identification number (EIN):481098300
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LIZ ANN TOLBERD LIZ ANN TOLBERD2018-09-24
0012016-01-01LIZ ANN TOLBERD LIZ ANN TOLBERD2017-10-03
0012015-01-01LIZ ANN TOLBERD LIZ ANN TOLBERD2016-09-23
0012014-01-01LIZ ANN TOLBERD LIZ ANN TOLBERD2015-10-05
0012013-01-01LIZ ANN TOLBERD LIZ ANN TOLBERD2014-10-01
0012012-01-01LIZ ANN TOLBERD LIZ ANN TOLBERD2013-10-07
0012011-01-01LIZ ANN TOLBERD LIZ ANN TOLBERD2012-09-13
0012010-01-01LIZ ANN TOLBERD LIZ ANN TOLBERD2011-10-10
0012009-01-01LIZ ANN TOLBERD LIZ ANN TOLBERD2010-09-27

Plan Statistics for KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN

401k plan membership statisitcs for KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN

Measure Date Value
2022: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01217
Total number of active participants reported on line 7a of the Form 55002022-01-01161
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01225
Number of participants with account balances2022-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01214
Total number of active participants reported on line 7a of the Form 55002021-01-01160
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01210
Number of participants with account balances2021-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01209
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01202
Number of participants with account balances2020-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01222
Total number of active participants reported on line 7a of the Form 55002019-01-01151
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01195
Number of participants with account balances2019-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01220
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01205
Number of participants with account balances2018-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01215
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01210
Number of participants with account balances2017-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01229
Total number of active participants reported on line 7a of the Form 55002016-01-01163
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01200
Number of participants with account balances2016-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01204
Number of participants with account balances2015-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01188
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01191
Number of participants with account balances2014-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01183
Total number of active participants reported on line 7a of the Form 55002013-01-01144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01173
Number of participants with account balances2013-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01160
Total participants2012-01-01160
Number of participants with account balances2012-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01153
Total number of active participants reported on line 7a of the Form 55002011-01-01109
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01141
Total participants2011-01-01141
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01153
Total number of active participants reported on line 7a of the Form 55002010-01-01120
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01141
Total participants2010-01-01141
Number of participants with account balances2010-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01152
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01150
Total participants2009-01-01150
Number of participants with account balances2009-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN

Measure Date Value
2022 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,388
Total income from all sources (including contributions)2022-12-31$-3,223,216
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$131,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$48,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,097,026
Value of total assets at end of year2022-12-31$22,989,180
Value of total assets at beginning of year2022-12-31$26,350,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,076
Total interest from all sources2022-12-31$2,039
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$750
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$702,168
Participant contributions at end of year2022-12-31$49,127
Participant contributions at beginning of year2022-12-31$75,311
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,884
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,123
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$178,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,388
Administrative expenses (other) incurred2022-12-31$47,503
Total non interest bearing cash at end of year2022-12-31$6,032
Total non interest bearing cash at beginning of year2022-12-31$3,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,354,757
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,989,180
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,343,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$34,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,924,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,848,502
Income. Interest from loans (other than to participants)2022-12-31$2,039
Net investment gain/loss from pooled separate accounts2022-12-31$-4,322,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$216,344
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$415,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$48,465
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2022-12-31481246310
2021 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,746
Total income from all sources (including contributions)2021-12-31$5,181,421
Total of all expenses incurred2021-12-31$1,368,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,280,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,309,325
Value of total assets at end of year2021-12-31$26,350,325
Value of total assets at beginning of year2021-12-31$22,542,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,957
Total interest from all sources2021-12-31$7,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$622,745
Participant contributions at end of year2021-12-31$75,311
Participant contributions at beginning of year2021-12-31$42,817
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,123
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$284,004
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$100,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$11,746
Administrative expenses (other) incurred2021-12-31$50,085
Total non interest bearing cash at end of year2021-12-31$3,326
Total non interest bearing cash at beginning of year2021-12-31$8,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,812,895
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,343,937
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,531,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,848,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,207,345
Interest on participant loans2021-12-31$2,222
Interest earned on other investments2021-12-31$5,148
Net investment gain/loss from pooled separate accounts2021-12-31$3,864,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$585,757
Employer contributions (assets) at end of year2021-12-31$415,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,280,569
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2021-12-31481246310
2020 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$456
Total income from all sources (including contributions)2020-12-31$3,951,694
Total of all expenses incurred2020-12-31$1,943,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,870,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$777,066
Value of total assets at end of year2020-12-31$22,542,788
Value of total assets at beginning of year2020-12-31$20,523,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$72,778
Total interest from all sources2020-12-31$10,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,575
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$544,107
Participant contributions at end of year2020-12-31$42,817
Participant contributions at beginning of year2020-12-31$20,564
Assets. Other investments not covered elsewhere at end of year2020-12-31$284,004
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$25,480
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$87,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$456
Administrative expenses (other) incurred2020-12-31$41,154
Total non interest bearing cash at end of year2020-12-31$8,622
Total non interest bearing cash at beginning of year2020-12-31$456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,008,155
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,531,042
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,522,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,207,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,476,843
Interest on participant loans2020-12-31$1,043
Interest earned on other investments2020-12-31$9,334
Net investment gain/loss from pooled separate accounts2020-12-31$3,164,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$145,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,870,761
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2020-12-31481246310
2019 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,606
Total income from all sources (including contributions)2019-12-31$4,583,338
Total of all expenses incurred2019-12-31$995,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$967,147
Value of total corrective distributions2019-12-31$5,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$767,543
Value of total assets at end of year2019-12-31$20,523,343
Value of total assets at beginning of year2019-12-31$16,943,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,361
Total interest from all sources2019-12-31$7,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,090
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$581,131
Participant contributions at end of year2019-12-31$20,564
Participant contributions at beginning of year2019-12-31$50,451
Assets. Other investments not covered elsewhere at end of year2019-12-31$25,480
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,894
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,606
Administrative expenses (other) incurred2019-12-31$11,273
Total non interest bearing cash at end of year2019-12-31$456
Total non interest bearing cash at beginning of year2019-12-31$8,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,587,602
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,522,887
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,935,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,476,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,396,489
Interest on participant loans2019-12-31$1,401
Interest earned on other investments2019-12-31$5,695
Net investment gain/loss from pooled separate accounts2019-12-31$3,808,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$164,166
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$477,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$967,147
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2019-12-31481246310
2018 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,484
Total income from all sources (including contributions)2018-12-31$310,497
Total of all expenses incurred2018-12-31$526,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$507,749
Value of total corrective distributions2018-12-31$15,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,320,018
Value of total assets at end of year2018-12-31$16,943,891
Value of total assets at beginning of year2018-12-31$17,161,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,188
Total interest from all sources2018-12-31$9,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,925
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$628,908
Participant contributions at end of year2018-12-31$50,451
Participant contributions at beginning of year2018-12-31$82,916
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,894
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$125,628
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$8,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,484
Administrative expenses (other) incurred2018-12-31$1,263
Total non interest bearing cash at end of year2018-12-31$8,606
Total non interest bearing cash at beginning of year2018-12-31$9,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-216,421
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,935,285
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,151,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,396,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,517,429
Interest on participant loans2018-12-31$2,401
Interest earned on other investments2018-12-31$7,492
Net investment gain/loss from pooled separate accounts2018-12-31$-1,019,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$659,356
Employer contributions (assets) at end of year2018-12-31$477,451
Employer contributions (assets) at beginning of year2018-12-31$425,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$507,749
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2018-12-31481246310
2017 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,535
Total income from all sources (including contributions)2017-12-31$3,812,401
Total of all expenses incurred2017-12-31$460,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$435,174
Value of total corrective distributions2017-12-31$22,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,416,794
Value of total assets at end of year2017-12-31$17,161,190
Value of total assets at beginning of year2017-12-31$13,805,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,797
Total interest from all sources2017-12-31$4,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,797
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$623,252
Participant contributions at end of year2017-12-31$82,916
Participant contributions at beginning of year2017-12-31$97,779
Assets. Other investments not covered elsewhere at end of year2017-12-31$125,628
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$94,554
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$196,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,535
Total non interest bearing cash at end of year2017-12-31$9,484
Total non interest bearing cash at beginning of year2017-12-31$6,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,351,464
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,151,706
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,800,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,517,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,187,463
Interest on participant loans2017-12-31$3,019
Interest earned on other investments2017-12-31$1,334
Net investment gain/loss from pooled separate accounts2017-12-31$2,391,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$597,033
Employer contributions (assets) at end of year2017-12-31$425,733
Employer contributions (assets) at beginning of year2017-12-31$419,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$435,174
Contract administrator fees2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2017-12-31481246310
2016 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,469
Total income from all sources (including contributions)2016-12-31$2,200,819
Total of all expenses incurred2016-12-31$538,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$534,970
Value of total corrective distributions2016-12-31$196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,201,886
Value of total assets at end of year2016-12-31$13,805,777
Value of total assets at beginning of year2016-12-31$12,141,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,110
Total interest from all sources2016-12-31$3,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,110
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$592,264
Participant contributions at end of year2016-12-31$97,779
Participant contributions at beginning of year2016-12-31$93,439
Assets. Other investments not covered elsewhere at end of year2016-12-31$94,554
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,986
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,469
Total non interest bearing cash at end of year2016-12-31$6,233
Total non interest bearing cash at beginning of year2016-12-31$7,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,662,543
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,800,242
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,137,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,187,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,613,219
Interest on participant loans2016-12-31$2,859
Interest earned on other investments2016-12-31$347
Net investment gain/loss from pooled separate accounts2016-12-31$995,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$593,294
Employer contributions (assets) at end of year2016-12-31$419,748
Employer contributions (assets) at beginning of year2016-12-31$422,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$534,970
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2016-12-31481246310
2015 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,534
Total income from all sources (including contributions)2015-12-31$1,024,334
Total of all expenses incurred2015-12-31$229,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$203,508
Expenses. Certain deemed distributions of participant loans2015-12-31$669
Value of total corrective distributions2015-12-31$23,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,212,946
Value of total assets at end of year2015-12-31$12,141,168
Value of total assets at beginning of year2015-12-31$11,345,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,780
Total interest from all sources2015-12-31$2,617
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$1,490
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$566,071
Participant contributions at end of year2015-12-31$93,439
Participant contributions at beginning of year2015-12-31$75,367
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,986
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,402
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$56,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,534
Other income not declared elsewhere2015-12-31$38
Total non interest bearing cash at end of year2015-12-31$7,777
Total non interest bearing cash at beginning of year2015-12-31$5,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$795,297
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,137,699
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,342,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,613,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,869,507
Interest on participant loans2015-12-31$2,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-191,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$590,656
Employer contributions (assets) at end of year2015-12-31$422,747
Employer contributions (assets) at beginning of year2015-12-31$392,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$203,508
Contract administrator fees2015-12-31$290
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2015-12-31481246310
2014 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$313
Total income from all sources (including contributions)2014-12-31$1,832,529
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$745,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$738,078
Expenses. Certain deemed distributions of participant loans2014-12-31$604
Value of total corrective distributions2014-12-31$3,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,080,659
Value of total assets at end of year2014-12-31$11,345,936
Value of total assets at beginning of year2014-12-31$10,255,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,340
Total interest from all sources2014-12-31$2,216
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,340
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$498,021
Participant contributions at end of year2014-12-31$75,367
Participant contributions at beginning of year2014-12-31$63,831
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,402
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,212
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$41,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$313
Other income not declared elsewhere2014-12-31$-82
Total non interest bearing cash at end of year2014-12-31$5,971
Total non interest bearing cash at beginning of year2014-12-31$1,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,087,284
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,342,402
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,255,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,869,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,886,053
Interest on participant loans2014-12-31$2,216
Interest earned on other investments2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$749,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$541,499
Employer contributions (assets) at end of year2014-12-31$392,689
Employer contributions (assets) at beginning of year2014-12-31$302,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$738,078
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2014-12-31481246310
2013 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$313
Total income from all sources (including contributions)2013-12-31$2,455,352
Total of all expenses incurred2013-12-31$245,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$233,009
Expenses. Certain deemed distributions of participant loans2013-12-31$1,024
Value of total corrective distributions2013-12-31$9,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,106,769
Value of total assets at end of year2013-12-31$10,255,431
Value of total assets at beginning of year2013-12-31$8,044,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,230
Total interest from all sources2013-12-31$805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$455,230
Participant contributions at end of year2013-12-31$63,831
Participant contributions at beginning of year2013-12-31$35,365
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,212
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$221,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$313
Total non interest bearing cash at end of year2013-12-31$1,879
Total non interest bearing cash at beginning of year2013-12-31$8,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,210,139
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,255,118
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,044,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,886,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,775,375
Interest on participant loans2013-12-31$805
Net investment gain/loss from pooled separate accounts2013-12-31$1,347,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$429,774
Employer contributions (assets) at end of year2013-12-31$302,456
Employer contributions (assets) at beginning of year2013-12-31$225,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$233,009
Contract administrator fees2013-12-31$1,230
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2013-12-31481246310
2012 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,680,798
Total of all expenses incurred2012-12-31$874,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$867,780
Expenses. Certain deemed distributions of participant loans2012-12-31$5,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$724,158
Value of total assets at end of year2012-12-31$8,044,979
Value of total assets at beginning of year2012-12-31$7,239,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,863
Total interest from all sources2012-12-31$1,458
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$393,546
Participant contributions at end of year2012-12-31$35,365
Participant contributions at beginning of year2012-12-31$53,695
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$411,369
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44
Total non interest bearing cash at end of year2012-12-31$8,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$805,925
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,044,979
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,239,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,775,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,546,530
Interest on participant loans2012-12-31$1,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$933,557
Net investment gain/loss from pooled separate accounts2012-12-31$21,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$330,568
Employer contributions (assets) at end of year2012-12-31$225,263
Employer contributions (assets) at beginning of year2012-12-31$227,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$867,780
Contract administrator fees2012-12-31$1,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2012-12-31481246310
2011 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$326,900
Total of all expenses incurred2011-12-31$57,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$51,387
Expenses. Certain deemed distributions of participant loans2011-12-31$5,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$690,378
Value of total assets at end of year2011-12-31$7,239,054
Value of total assets at beginning of year2011-12-31$6,969,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$863
Total interest from all sources2011-12-31$2,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$349,984
Participant contributions at end of year2011-12-31$53,695
Participant contributions at beginning of year2011-12-31$75,609
Assets. Other investments not covered elsewhere at end of year2011-12-31$411,369
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$437,950
Other income not declared elsewhere2011-12-31$-30,708
Administrative expenses (other) incurred2011-12-31$863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$269,578
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,239,054
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,969,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,546,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,204,315
Interest on participant loans2011-12-31$2,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-335,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$340,394
Employer contributions (assets) at end of year2011-12-31$227,460
Employer contributions (assets) at beginning of year2011-12-31$251,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$51,387
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2011-12-31481246310
2010 : KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,485,177
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$224,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$218,210
Expenses. Certain deemed distributions of participant loans2010-12-31$3,343
Value of total corrective distributions2010-12-31$2,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$700,347
Value of total assets at end of year2010-12-31$6,969,476
Value of total assets at beginning of year2010-12-31$5,708,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$950
Total interest from all sources2010-12-31$3,029
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$333,487
Participant contributions at end of year2010-12-31$75,609
Participant contributions at beginning of year2010-12-31$76,545
Assets. Other investments not covered elsewhere at end of year2010-12-31$437,950
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$377,989
Other income not declared elsewhere2010-12-31$59,961
Administrative expenses (other) incurred2010-12-31$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,260,526
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,969,476
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,708,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,204,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,018,564
Interest on participant loans2010-12-31$3,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$721,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$366,860
Employer contributions (assets) at end of year2010-12-31$251,602
Employer contributions (assets) at beginning of year2010-12-31$235,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$218,210
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2010-12-31481246310

Form 5500 Responses for KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN

2022: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) 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: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) 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: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) 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: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) 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: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) 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: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) 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: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108465
Policy instance 1
Insurance contract or identification number108465
Number of Individuals Covered215
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,580
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5580
Additional information about fees paid to insurance brokerTPA FEES & OTHER PAYMENTS
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108465
Policy instance 1
Insurance contract or identification number108465
Number of Individuals Covered202
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1200
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108465
Policy instance 1
Insurance contract or identification number108465
Number of Individuals Covered186
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,780
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4630
Additional information about fees paid to insurance brokerTPA FEES AND OTHER PAYMENTS
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108465
Policy instance 1
Insurance contract or identification number108465
Number of Individuals Covered182
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9801
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108465
Policy instance 1
Insurance contract or identification number108465
Number of Individuals Covered203
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 $17,093
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17093
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker organization code?5
Insurance broker nameQUALIFIED PLAN SOLUTIONS LC

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