401k Plan data: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN plan

TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN
Plan identification number	002

TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

TIDEWATER ORTHOPAEDIC ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC

Employer identification number (EIN): 541001793

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2023-01-01 STACEY BELL
002 2022-01-01
002 2022-01-01 STACEY BELL
002 2021-01-01
002 2021-01-01 STACEY BELL
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ROBERT CAMPOLATTARO 2018-07-27
002 2016-01-01 ROBERT CAMPOLATTARO 2017-02-27
002 2015-01-01 ROBERT CAMPOLATTARO 2016-06-28
002 2014-01-01 ROBERT CAMPOLATTARO 2015-03-27
002 2013-01-01 ROBERT CAMPOLATTARO 2014-07-18
002 2012-01-01 ROBERT CAMPOLATTARO 2013-08-21
002 2011-01-01 LOEL Z PAYNE 2012-10-07
002 2010-01-01 LOEL Z PAYNE 2011-06-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2023-01-01	STACEY BELL
002	2022-01-01
002	2022-01-01	STACEY BELL
002	2021-01-01
002	2021-01-01	STACEY BELL
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ROBERT CAMPOLATTARO	2018-07-27
002	2016-01-01	ROBERT CAMPOLATTARO	2017-02-27
002	2015-01-01	ROBERT CAMPOLATTARO	2016-06-28
002	2014-01-01	ROBERT CAMPOLATTARO	2015-03-27
002	2013-01-01	ROBERT CAMPOLATTARO	2014-07-18
002	2012-01-01	ROBERT CAMPOLATTARO	2013-08-21
002	2011-01-01	LOEL Z PAYNE	2012-10-07
002	2010-01-01	LOEL Z PAYNE	2011-06-24

Plan Statistics for TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN

Measure Date Value
2025: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-15 109
Total number of particpants at end of year 2025-07-15 100
Number of Participants With Account Balances 2025-07-15 100
2023: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 65
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 30
Total of all active and inactive participants 2023-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 95
Number of participants with account balances 2023-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 52
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 49
Total of all active and inactive participants 2022-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 101
Number of participants with account balances 2022-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 66
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 38
Total of all active and inactive participants 2021-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 104
Number of participants with account balances 2021-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 76
Number of retired or separated participants receiving benefits 2020-01-01 2
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 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 99
Number of participants with account balances 2020-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 63
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 49
Total of all active and inactive participants 2019-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 112
Number of participants with account balances 2019-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 85
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 41
Total of all active and inactive participants 2018-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 126
Number of participants with account balances 2018-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 28

Measure	Date	Value
2025: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-15	109
Total number of particpants at end of year	2025-07-15	100
Number of Participants With Account Balances	2025-07-15	100
2023: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	65
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	30
Total of all active and inactive participants	2023-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	95
Number of participants with account balances	2023-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	52
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	49
Total of all active and inactive participants	2022-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	101
Number of participants with account balances	2022-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	66
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	38
Total of all active and inactive participants	2021-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	104
Number of participants with account balances	2021-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	76
Number of retired or separated participants receiving benefits	2020-01-01	2
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	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	99
Number of participants with account balances	2020-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	63
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	49
Total of all active and inactive participants	2019-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	112
Number of participants with account balances	2019-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	85
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	41
Total of all active and inactive participants	2018-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	126
Number of participants with account balances	2018-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	28

Financial Data on TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN

Measure	Date	Value
2025 : TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-15	127
Total liabilities as of the beginning of the plan year	2025-07-15	127
Total expenses incurred by plan in this plan year	2025-07-15	275849
Net assets as of the end of the plan year	2025-07-15	17399733
Total assets as of the beginning of the plan year	2025-07-15	14265862
Value of plan covered by a fidelity bond	2025-07-15	1000000
Participant contributions to plan in this plan year	2025-07-15	395042
Other contributions to plan in this plan year	2025-07-15	46308
Other income to plan in this plan year	2025-07-15	2413127
Plan net income in this plan year	2025-07-15	3133871
Net assets as of the end of the plan year	2025-07-15	17399606
Net assets as of the beginning of the plan year	2025-07-15	14265735
Employer contributions to plan in this plan year	2025-07-15	555243
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-15	40114
2023 : TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$127
Total income from all sources (including contributions)	2023-12-31	$3,528,730
Total loss/gain on sale of assets	2023-12-31	$-47,559
Total of all expenses incurred	2023-12-31	$407,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$377,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$910,612
Value of total assets at end of year	2023-12-31	$14,265,862
Value of total assets at beginning of year	2023-12-31	$11,144,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$29,532
Total interest from all sources	2023-12-31	$657
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$38,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$342,934
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$29,687
Other income not declared elsewhere	2023-12-31	$797,481
Administrative expenses (other) incurred	2023-12-31	$4,853
Total non interest bearing cash at end of year	2023-12-31	$14,481
Total non interest bearing cash at beginning of year	2023-12-31	$18,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$3,121,373
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$14,265,735
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,144,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$24,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$11,194,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$8,910,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$657
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,829,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$537,991
Employer contributions (assets) at end of year	2023-12-31	$455,935
Employer contributions (assets) at beginning of year	2023-12-31	$378,187
Income. Dividends from common stock	2023-12-31	$38,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$377,825
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$2,600,767
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$1,837,367
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$127
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$127
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$-47,559
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN	2023-12-31	541244771
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$127
Total income from all sources (including contributions)	2023-01-01	$3,528,730
Total loss/gain on sale of assets	2023-01-01	$-47,559
Total of all expenses incurred	2023-01-01	$407,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$377,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$910,612
Value of total assets at end of year	2023-01-01	$14,265,862
Value of total assets at beginning of year	2023-01-01	$11,144,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$29,532
Total interest from all sources	2023-01-01	$657
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$38,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$342,934
Participant contributions at end of year	2023-01-01	$0
Participant contributions at beginning of year	2023-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$29,687
Other income not declared elsewhere	2023-01-01	$797,481
Administrative expenses (other) incurred	2023-01-01	$4,853
Total non interest bearing cash at end of year	2023-01-01	$14,481
Total non interest bearing cash at beginning of year	2023-01-01	$18,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Income. Non cash contributions	2023-01-01	$0
Value of net income/loss	2023-01-01	$3,121,373
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$14,265,735
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$11,144,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$24,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$11,194,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$8,910,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$657
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,829,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$537,991
Employer contributions (assets) at end of year	2023-01-01	$455,935
Employer contributions (assets) at beginning of year	2023-01-01	$378,187
Income. Dividends from common stock	2023-01-01	$38,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$377,825
Assets. Corporate common stocks other than exployer securities at end of year	2023-01-01	$2,600,767
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-01-01	$1,837,367
Liabilities. Value of benefit claims payable at end of year	2023-01-01	$127
Liabilities. Value of benefit claims payable at beginning of year	2023-01-01	$127
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Aggregate proceeds on sale of assets	2023-01-01	$-47,559
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN	2023-01-01	541244771
2022 : TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-648,248
Total unrealized appreciation/depreciation of assets	2022-12-31	$-648,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$127
Total income from all sources (including contributions)	2022-12-31	$-1,436,935
Total loss/gain on sale of assets	2022-12-31	$153,017
Total of all expenses incurred	2022-12-31	$347,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$320,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$885,997
Value of total assets at end of year	2022-12-31	$11,144,489
Value of total assets at beginning of year	2022-12-31	$12,929,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,157
Total interest from all sources	2022-12-31	$138
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$33,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$319,632
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$87,826
Administrative expenses (other) incurred	2022-12-31	$4,498
Total non interest bearing cash at end of year	2022-12-31	$18,396
Total non interest bearing cash at beginning of year	2022-12-31	$14,591
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	$-1,784,634
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,144,362
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,928,996
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	$22,659
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,910,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,201,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,860,897
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	No
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	$478,539
Employer contributions (assets) at end of year	2022-12-31	$378,187
Employer contributions (assets) at beginning of year	2022-12-31	$383,154
Income. Dividends from common stock	2022-12-31	$33,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$320,542
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$1,837,367
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$2,330,365
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$127
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$127
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
Aggregate proceeds on sale of assets	2022-12-31	$153,017
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN	2022-12-31	541244771
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$-648,248
Total unrealized appreciation/depreciation of assets	2022-01-01	$-648,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$127
Total income from all sources (including contributions)	2022-01-01	$-1,436,935
Total loss/gain on sale of assets	2022-01-01	$153,017
Total of all expenses incurred	2022-01-01	$347,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$320,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$885,997
Value of total assets at end of year	2022-01-01	$11,144,489
Value of total assets at beginning of year	2022-01-01	$12,929,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$27,157
Total interest from all sources	2022-01-01	$138
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$33,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$319,632
Participant contributions at end of year	2022-01-01	$0
Participant contributions at beginning of year	2022-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$87,826
Administrative expenses (other) incurred	2022-01-01	$4,498
Total non interest bearing cash at end of year	2022-01-01	$18,396
Total non interest bearing cash at beginning of year	2022-01-01	$14,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-1,784,634
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$11,144,362
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$12,928,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$22,659
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$8,910,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$10,201,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-1,860,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$478,539
Employer contributions (assets) at end of year	2022-01-01	$378,187
Employer contributions (assets) at beginning of year	2022-01-01	$383,154
Income. Dividends from common stock	2022-01-01	$33,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$320,542
Assets. Corporate common stocks other than exployer securities at end of year	2022-01-01	$1,837,367
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-01-01	$2,330,365
Liabilities. Value of benefit claims payable at end of year	2022-01-01	$127
Liabilities. Value of benefit claims payable at beginning of year	2022-01-01	$127
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Aggregate proceeds on sale of assets	2022-01-01	$153,017
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN	2022-01-01	541244771
2021 : TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$251,869
Total unrealized appreciation/depreciation of assets	2021-12-31	$251,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$127
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	$2,622,735
Total loss/gain on sale of assets	2021-12-31	$108,825
Total of all expenses incurred	2021-12-31	$685,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$657,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$847,551
Value of total assets at end of year	2021-12-31	$12,929,123
Value of total assets at beginning of year	2021-12-31	$10,991,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,384
Total interest from all sources	2021-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$29,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	$356,649
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$4,197
Total non interest bearing cash at end of year	2021-12-31	$14,591
Total non interest bearing cash at beginning of year	2021-12-31	$17,141
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	$1,937,221
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,928,996
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,991,775
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	$23,807
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,201,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,672,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,385,404
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	$490,902
Employer contributions (assets) at end of year	2021-12-31	$383,154
Employer contributions (assets) at beginning of year	2021-12-31	$335,762
Income. Dividends from common stock	2021-12-31	$29,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$657,130
Contract administrator fees	2021-12-31	$380
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$2,330,365
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$1,966,039
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$127
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
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
Aggregate proceeds on sale of assets	2021-12-31	$108,825
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN	2021-12-31	541244771
2020 : TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$318,240
Total unrealized appreciation/depreciation of assets	2020-12-31	$318,240
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	$2,463,363
Total loss/gain on sale of assets	2020-12-31	$30,410
Total of all expenses incurred	2020-12-31	$326,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$304,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$828,616
Value of total assets at end of year	2020-12-31	$10,991,775
Value of total assets at beginning of year	2020-12-31	$8,855,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,711
Total interest from all sources	2020-12-31	$6
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$24,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	$358,157
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$30,662
Administrative expenses (other) incurred	2020-12-31	$2,996
Total non interest bearing cash at end of year	2020-12-31	$17,141
Total non interest bearing cash at beginning of year	2020-12-31	$14,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,136,752
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,991,775
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,855,023
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	$18,525
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,672,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,942,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,261,600
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	$439,797
Employer contributions (assets) at end of year	2020-12-31	$335,762
Employer contributions (assets) at beginning of year	2020-12-31	$333,858
Income. Dividends from common stock	2020-12-31	$24,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$304,900
Contract administrator fees	2020-12-31	$190
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$1,966,039
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$1,564,503
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
Aggregate proceeds on sale of assets	2020-12-31	$30,410
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN	2020-12-31	541244771
2019 : TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$412,439
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$412,439
Total unrealized appreciation/depreciation of assets	2019-12-31	$412,439
Total unrealized appreciation/depreciation of assets	2019-12-31	$412,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,679,572
Total income from all sources (including contributions)	2019-12-31	$2,679,572
Total loss/gain on sale of assets	2019-12-31	$-6,197
Total loss/gain on sale of assets	2019-12-31	$-6,197
Total of all expenses incurred	2019-12-31	$1,397,596
Total of all expenses incurred	2019-12-31	$1,397,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,376,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,376,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$851,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$851,997
Value of total assets at end of year	2019-12-31	$8,855,023
Value of total assets at end of year	2019-12-31	$8,855,023
Value of total assets at beginning of year	2019-12-31	$7,573,047
Value of total assets at beginning of year	2019-12-31	$7,573,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,008
Total interest from all sources	2019-12-31	$57
Total interest from all sources	2019-12-31	$57
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$33,687
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$33,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$304,555
Contributions received from participants	2019-12-31	$304,555
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$3,660
Participant contributions at beginning of year	2019-12-31	$3,660
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$133,144
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$133,144
Other income not declared elsewhere	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$4,784
Administrative expenses (other) incurred	2019-12-31	$4,784
Total non interest bearing cash at end of year	2019-12-31	$14,468
Total non interest bearing cash at end of year	2019-12-31	$14,468
Total non interest bearing cash at beginning of year	2019-12-31	$5,916
Total non interest bearing cash at beginning of year	2019-12-31	$5,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,281,976
Value of net income/loss	2019-12-31	$1,281,976
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,855,023
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,855,023
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,573,047
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,573,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$15,944
Investment advisory and management fees	2019-12-31	$15,944
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,942,194
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,942,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,072,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,072,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$57
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,387,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,387,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	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	$414,298
Contributions received in cash from employer	2019-12-31	$414,298
Employer contributions (assets) at end of year	2019-12-31	$333,858
Employer contributions (assets) at end of year	2019-12-31	$333,858
Employer contributions (assets) at beginning of year	2019-12-31	$402,180
Employer contributions (assets) at beginning of year	2019-12-31	$402,180
Income. Dividends from common stock	2019-12-31	$33,687
Income. Dividends from common stock	2019-12-31	$33,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,376,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,376,588
Contract administrator fees	2019-12-31	$280
Contract administrator fees	2019-12-31	$280
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,564,503
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,564,503
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,088,959
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,088,959
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$-6,197
Aggregate proceeds on sale of assets	2019-12-31	$-6,197
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm name	2019-12-31	ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN	2019-12-31	541244771
Accountancy firm EIN	2019-12-31	541244771
2018 : TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-284,158
Total unrealized appreciation/depreciation of assets	2018-12-31	$-284,158
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	$215,603
Total loss/gain on sale of assets	2018-12-31	$62,215
Total of all expenses incurred	2018-12-31	$202,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$182,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$809,997
Value of total assets at end of year	2018-12-31	$7,573,047
Value of total assets at beginning of year	2018-12-31	$7,560,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$20,689
Total interest from all sources	2018-12-31	$103
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$31,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$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	$324,931
Participant contributions at end of year	2018-12-31	$3,660
Participant contributions at beginning of year	2018-12-31	$11,295
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$723
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$4,284
Total non interest bearing cash at end of year	2018-12-31	$5,916
Total non interest bearing cash at beginning of year	2018-12-31	$14,109
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	$12,739
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,573,047
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,560,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$16,225
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,072,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,000,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-403,723
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	$484,343
Employer contributions (assets) at end of year	2018-12-31	$402,180
Employer contributions (assets) at beginning of year	2018-12-31	$282,918
Income. Dividends from common stock	2018-12-31	$31,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$182,175
Contract administrator fees	2018-12-31	$180
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	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$1,088,959
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$1,251,331
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
Aggregate proceeds on sale of assets	2018-12-31	$62,215
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
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	ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN	2018-12-31	541244771

Form 5500 Responses for TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN

2023: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K 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: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K 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: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K 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: TIDEWATER ORTHOPAEDIC ASSOCIATES, INC 401K 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

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Company Name:	TIDEWATER ORTHOPAEDIC ASSOCIATES, INC
Employer identification number (EIN):	541001793
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)