401k Plan data: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN plan

REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN
Plan identification number	003

REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: REGIONAL ORTHOPAEDIC ASSOCIATES, P.A.

Employer identification number (EIN): 510366909

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 JOSHUA VAUGHT
003 2017-01-01 JOSHUA VAUGHT
003 2016-01-01 JOSHUA VAUGHT JOSHUA VAUGHT 2017-08-10
003 2015-01-01 JOSHUA VAUGHT JOSHUA VAUGHT 2016-10-13
003 2014-01-01 IAN HARING
003 2013-01-01 IAN HARING IAN HARING 2014-10-15
003 2012-01-01 IAN HARING 2013-10-15 IAN HARING 2013-10-15
003 2011-01-01 IAN HARING 2012-10-12 IAN HARING 2012-10-12
003 2010-01-01 IAN HARING 2011-10-17 IAN HARING 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	JOSHUA VAUGHT
003	2017-01-01	JOSHUA VAUGHT
003	2016-01-01	JOSHUA VAUGHT		JOSHUA VAUGHT	2017-08-10
003	2015-01-01	JOSHUA VAUGHT		JOSHUA VAUGHT	2016-10-13
003	2014-01-01	IAN HARING
003	2013-01-01	IAN HARING		IAN HARING	2014-10-15
003	2012-01-01	IAN HARING	2013-10-15	IAN HARING	2013-10-15
003	2011-01-01	IAN HARING	2012-10-12	IAN HARING	2012-10-12
003	2010-01-01	IAN HARING	2011-10-17	IAN HARING	2011-10-17

Plan Statistics for REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 155
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 58
Total of all active and inactive participants 2022-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 213
Number of participants with account balances 2022-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 155
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 34
Total of all active and inactive participants 2021-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 189
Number of participants with account balances 2021-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 132
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 153
Number of participants with account balances 2020-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 116
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 30
Total of all active and inactive participants 2019-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 146
Number of participants with account balances 2019-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 102
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 129
Number of participants with account balances 2018-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 100
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 122
Number of participants with account balances 2017-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 93
Number of retired or separated participants receiving benefits 2016-01-01 19
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 112
Number of participants with account balances 2016-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 86
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 104
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 77
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 116
Number of participants with account balances 2014-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 72
Number of retired or separated participants receiving benefits 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 40
Total of all active and inactive participants 2013-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 120
Number of participants with account balances 2013-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10

Measure	Date	Value
2022: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	155
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	58
Total of all active and inactive participants	2022-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	213
Number of participants with account balances	2022-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	155
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	34
Total of all active and inactive participants	2021-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	189
Number of participants with account balances	2021-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	132
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	153
Number of participants with account balances	2020-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	116
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	30
Total of all active and inactive participants	2019-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	146
Number of participants with account balances	2019-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	102
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	129
Number of participants with account balances	2018-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	100
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	122
Number of participants with account balances	2017-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	93
Number of retired or separated participants receiving benefits	2016-01-01	19
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	112
Number of participants with account balances	2016-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	86
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	104
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	77
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	116
Number of participants with account balances	2014-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	72
Number of retired or separated participants receiving benefits	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	40
Total of all active and inactive participants	2013-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	120
Number of participants with account balances	2013-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10

Financial Data on REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,316,377
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,375,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,308,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,895,205
Value of total assets at end of year	2022-12-31	$29,501,564
Value of total assets at beginning of year	2022-12-31	$36,193,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$67,473
Total interest from all sources	2022-12-31	$7,401
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$576,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$576,553
Administrative expenses professional fees incurred	2022-12-31	$9,807
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,149,599
Participant contributions at end of year	2022-12-31	$146,838
Participant contributions at beginning of year	2022-12-31	$172,261
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$512,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,692,042
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,501,564
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$36,193,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$36,456
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$26,548,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$33,945,499
Interest on participant loans	2022-12-31	$7,401
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$1,574,912
Value of interest in common/collective trusts at beginning of year	2022-12-31	$966,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$5,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$5,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,820,470
Net investment gain or loss from common/collective trusts	2022-12-31	$24,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,232,736
Employer contributions (assets) at end of year	2022-12-31	$1,231,104
Employer contributions (assets) at beginning of year	2022-12-31	$1,103,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,308,192
Contract administrator fees	2022-12-31	$21,210
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,285,763
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,505,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,441,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,420,712
Value of total assets at end of year	2021-12-31	$36,193,606
Value of total assets at beginning of year	2021-12-31	$32,412,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$63,726
Total interest from all sources	2021-12-31	$7,554
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$558,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$558,477
Administrative expenses professional fees incurred	2021-12-31	$7,047
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,018,808
Participant contributions at end of year	2021-12-31	$172,261
Participant contributions at beginning of year	2021-12-31	$152,077
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$278,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,780,666
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$36,193,606
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$32,412,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$38,409
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$33,945,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,435,762
Interest on participant loans	2021-12-31	$7,554
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$966,757
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,888,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$5,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,269,141
Net investment gain or loss from common/collective trusts	2021-12-31	$29,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,123,767
Employer contributions (assets) at end of year	2021-12-31	$1,103,565
Employer contributions (assets) at beginning of year	2021-12-31	$936,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,441,371
Contract administrator fees	2021-12-31	$18,270
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,690,927
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$807,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$759,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,755,339
Value of total assets at end of year	2020-12-31	$32,412,940
Value of total assets at beginning of year	2020-12-31	$28,529,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$47,501
Total interest from all sources	2020-12-31	$12,185
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$424,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$424,793
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$800,349
Participant contributions at end of year	2020-12-31	$152,077
Participant contributions at beginning of year	2020-12-31	$241,242
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$18,396
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$2,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,883,433
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$32,412,940
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,529,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$31,869
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,435,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$27,378,802
Interest on participant loans	2020-12-31	$10,390
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$4,888,507
Value of interest in common/collective trusts at beginning of year	2020-12-31	$19,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,418,862
Net investment gain or loss from common/collective trusts	2020-12-31	$79,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$936,594
Employer contributions (assets) at end of year	2020-12-31	$936,594
Employer contributions (assets) at beginning of year	2020-12-31	$887,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$759,993
Contract administrator fees	2020-12-31	$15,632
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,853,710
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$248,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$189,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,690,465
Value of total assets at end of year	2019-12-31	$28,529,507
Value of total assets at beginning of year	2019-12-31	$21,924,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$58,972
Total interest from all sources	2019-12-31	$21,109
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$616,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$616,464
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$728,236
Participant contributions at end of year	2019-12-31	$241,242
Participant contributions at beginning of year	2019-12-31	$311,274
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$74,414
Administrative expenses (other) incurred	2019-12-31	$46,441
Total non interest bearing cash at end of year	2019-12-31	$2,285
Total non interest bearing cash at beginning of year	2019-12-31	$9,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,605,351
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,529,507
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,924,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$27,378,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,693,123
Interest on participant loans	2019-12-31	$17,515
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$19,363
Value of interest in common/collective trusts at beginning of year	2019-12-31	$62,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,524,746
Net investment gain or loss from common/collective trusts	2019-12-31	$926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$887,815
Employer contributions (assets) at end of year	2019-12-31	$887,815
Employer contributions (assets) at beginning of year	2019-12-31	$847,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$189,387
Contract administrator fees	2019-12-31	$12,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$206,919
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$315,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$246,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,455,520
Value of total assets at end of year	2018-12-31	$21,924,156
Value of total assets at beginning of year	2018-12-31	$22,033,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$69,078
Total interest from all sources	2018-12-31	$15,504
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,220,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,220,563
Administrative expenses professional fees incurred	2018-12-31	$39,078
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$603,921
Participant contributions at end of year	2018-12-31	$311,274
Participant contributions at beginning of year	2018-12-31	$283,721
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,301
Total non interest bearing cash at end of year	2018-12-31	$9,548
Total non interest bearing cash at beginning of year	2018-12-31	$31,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-108,961
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,924,156
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,033,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,693,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,827,164
Interest on participant loans	2018-12-31	$15,504
Value of interest in common/collective trusts at end of year	2018-12-31	$62,913
Value of interest in common/collective trusts at beginning of year	2018-12-31	$18,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,486,934
Net investment gain or loss from common/collective trusts	2018-12-31	$2,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$847,298
Employer contributions (assets) at end of year	2018-12-31	$847,298
Employer contributions (assets) at beginning of year	2018-12-31	$872,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$246,802
Contract administrator fees	2018-12-31	$30,000
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,003,816
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$380,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$317,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,530,800
Value of total assets at end of year	2017-12-31	$22,033,117
Value of total assets at beginning of year	2017-12-31	$16,409,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$62,964
Total interest from all sources	2017-12-31	$9,897
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$777,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$777,183
Administrative expenses professional fees incurred	2017-12-31	$62,964
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$555,436
Participant contributions at end of year	2017-12-31	$283,721
Participant contributions at beginning of year	2017-12-31	$239,809
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,056,442
Total non interest bearing cash at end of year	2017-12-31	$31,065
Total non interest bearing cash at beginning of year	2017-12-31	$51,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,623,529
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,033,117
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,409,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$20,827,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$15,330,967
Interest on participant loans	2017-12-31	$9,897
Value of interest in common/collective trusts at end of year	2017-12-31	$18,753
Value of interest in common/collective trusts at beginning of year	2017-12-31	$55,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,681,797
Net investment gain or loss from common/collective trusts	2017-12-31	$4,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$918,922
Employer contributions (assets) at end of year	2017-12-31	$872,414
Employer contributions (assets) at beginning of year	2017-12-31	$731,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$317,323
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,177,608
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$474,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$415,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,258,774
Value of total assets at end of year	2016-12-31	$16,409,588
Value of total assets at beginning of year	2016-12-31	$14,706,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$58,868
Total interest from all sources	2016-12-31	$11,070
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$481,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$481,866
Administrative expenses professional fees incurred	2016-12-31	$28,868
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$520,161
Participant contributions at end of year	2016-12-31	$239,809
Participant contributions at beginning of year	2016-12-31	$259,102
Participant contributions at beginning of year	2016-12-31	$11,481
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$7,161
Administrative expenses (other) incurred	2016-12-31	$30,000
Total non interest bearing cash at end of year	2016-12-31	$51,884
Total non interest bearing cash at beginning of year	2016-12-31	$30,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,703,305
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,409,588
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,706,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$15,330,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,520,418
Interest on participant loans	2016-12-31	$11,070
Value of interest in common/collective trusts at end of year	2016-12-31	$55,476
Value of interest in common/collective trusts at beginning of year	2016-12-31	$168,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$425,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$731,452
Employer contributions (assets) at end of year	2016-12-31	$731,452
Employer contributions (assets) at beginning of year	2016-12-31	$716,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$415,435
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,102,812
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$170,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$148,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,140,778
Value of total assets at end of year	2015-12-31	$14,706,283
Value of total assets at beginning of year	2015-12-31	$12,773,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,214
Total interest from all sources	2015-12-31	$9,545
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$628,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$628,538
Administrative expenses professional fees incurred	2015-12-31	$22,214
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$491,007
Participant contributions at end of year	2015-12-31	$259,102
Participant contributions at beginning of year	2015-12-31	$201,943
Participant contributions at end of year	2015-12-31	$11,481
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$256,311
Total non interest bearing cash at end of year	2015-12-31	$30,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,932,300
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,706,283
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,773,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,520,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,572,040
Interest on participant loans	2015-12-31	$9,545
Value of interest in common/collective trusts at end of year	2015-12-31	$168,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-677,220
Net investment gain or loss from common/collective trusts	2015-12-31	$1,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,393,460
Employer contributions (assets) at end of year	2015-12-31	$716,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$148,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,488,144
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$623,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$612,012
Expenses. Certain deemed distributions of participant loans	2014-12-31	$4,135
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$940,915
Value of total assets at end of year	2014-12-31	$12,773,983
Value of total assets at beginning of year	2014-12-31	$11,909,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,120
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$8,770
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$589,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$589,566
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$332,461
Participant contributions at end of year	2014-12-31	$201,943
Participant contributions at beginning of year	2014-12-31	$211,330
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$38
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$864,877
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,773,983
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,909,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$4,850
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,572,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,697,776
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$8,770
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-51,107
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$608,416
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$612,012
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$2,270
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLENLLP
Accountancy firm EIN	2014-12-31	410746749
2013 : REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,926,968
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$113,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$96,639
Expenses. Certain deemed distributions of participant loans	2013-12-31	$5,190
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$916,099
Value of total assets at end of year	2013-12-31	$11,909,106
Value of total assets at beginning of year	2013-12-31	$9,095,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,325
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$8,188
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$335,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$0
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$336,520
Participant contributions at end of year	2013-12-31	$211,330
Participant contributions at beginning of year	2013-12-31	$198,597
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$25,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$2,813,814
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,909,106
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,095,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$10,225
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,697,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,871,543
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$8,188
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,667,261
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$579,579
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$335,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$96,639
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$1,100
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FAW CASSON & CO. LLP
Accountancy firm EIN	2013-12-31	520619968

Form 5500 Responses for REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

2022: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: REGIONAL ORTHOPAEDIC ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	REGIONAL ORTHOPAEDIC ASSOCIATES, P.A.
Employer identification number (EIN):	510366909
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)