ADVANCED ORTHOPAEDIC CENTERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING
| Measure | Date | Value |
|---|
| 2017 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-01-03 | $0 |
| Total transfer of assets from this plan | 2017-01-03 | $20,119,436 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-01-03 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-01-03 | $0 |
| Total income from all sources (including contributions) | 2017-01-03 | $131,637 |
| Total loss/gain on sale of assets | 2017-01-03 | $0 |
| Total of all expenses incurred | 2017-01-03 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-01-03 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-01-03 | $0 |
| Value of total assets at end of year | 2017-01-03 | $0 |
| Value of total assets at beginning of year | 2017-01-03 | $19,987,799 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-01-03 | $0 |
| Total interest from all sources | 2017-01-03 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-01-03 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-01-03 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-01-03 | $0 |
| Was this plan covered by a fidelity bond | 2017-01-03 | Yes |
| Value of fidelity bond cover | 2017-01-03 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-01-03 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-01-03 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-01-03 | No |
| Participant contributions at end of year | 2017-01-03 | $0 |
| Participant contributions at beginning of year | 2017-01-03 | $174,950 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-01-03 | No |
| Value of net income/loss | 2017-01-03 | $131,637 |
| Value of net assets at end of year (total assets less liabilities) | 2017-01-03 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-01-03 | $19,987,799 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-01-03 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-01-03 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-01-03 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-01-03 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-01-03 | $19,263,712 |
| Income. Interest from loans (other than to participants) | 2017-01-03 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-01-03 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-01-03 | $549,137 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-01-03 | $549,137 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-01-03 | $131,637 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-01-03 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-01-03 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-01-03 | No |
| 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 | 2017-01-03 | Yes |
| Did the plan have assets held for investment | 2017-01-03 | 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 | 2017-01-03 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-01-03 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-01-03 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-01-03 | Disclaimer |
| Accountancy firm name | 2017-01-03 | DIXON, HUGHES, GOODMAN |
| Accountancy firm EIN | 2017-01-03 | 560747981 |
| 2016 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 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 | $3,477,562 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $4,610,650 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,526,530 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,718,439 |
| Value of total assets at end of year | 2016-12-31 | $19,987,799 |
| Value of total assets at beginning of year | 2016-12-31 | $21,120,887 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $84,120 |
| Total interest from all sources | 2016-12-31 | $9,120 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $296,804 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $296,804 |
| Administrative expenses professional fees incurred | 2016-12-31 | $5,000 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
| 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 | $766,980 |
| Participant contributions at end of year | 2016-12-31 | $174,950 |
| Participant contributions at beginning of year | 2016-12-31 | $174,365 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $14,898 |
| 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 | $-1,133,088 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $19,987,799 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,120,887 |
| 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 |
| Investment advisory and management fees | 2016-12-31 | $42,043 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $19,263,712 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $20,558,274 |
| Interest on participant loans | 2016-12-31 | $7,233 |
| Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $549,137 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $388,248 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $388,248 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,887 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,453,199 |
| 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 | $936,561 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,526,530 |
| Contract administrator fees | 2016-12-31 | $37,077 |
| 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 | 2016-12-31 | Yes |
| 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 | DIXON, HUGHES, GOODMAN |
| Accountancy firm EIN | 2016-12-31 | 560747981 |
| 2015 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 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 | $1,709,604 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $1,892,403 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,813,054 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,723,919 |
| Value of total assets at end of year | 2015-12-31 | $21,120,887 |
| Value of total assets at beginning of year | 2015-12-31 | $21,303,686 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $79,349 |
| Total interest from all sources | 2015-12-31 | $8,231 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $272,410 |
| 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 | $272,410 |
| Administrative expenses professional fees incurred | 2015-12-31 | $9,100 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| 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 | $862,448 |
| Participant contributions at end of year | 2015-12-31 | $174,365 |
| Participant contributions at beginning of year | 2015-12-31 | $214,864 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $20,422 |
| 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 | $-182,799 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,120,887 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,303,686 |
| 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 |
| Investment advisory and management fees | 2015-12-31 | $40,997 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $20,558,274 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,695,227 |
| Interest on participant loans | 2015-12-31 | $8,031 |
| Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $388,248 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $389,834 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $389,834 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $200 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-294,956 |
| 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 | No |
| 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 | $841,049 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $3,761 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,813,054 |
| Contract administrator fees | 2015-12-31 | $29,252 |
| 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 | DIXON, HUGHES, GOODMAN |
| Accountancy firm EIN | 2015-12-31 | 560747981 |
| 2014 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,557,468 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $1,950,190 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,884,981 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,997,117 |
| Value of total assets at end of year | 2014-12-31 | $21,303,686 |
| Value of total assets at beginning of year | 2014-12-31 | $19,696,408 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $65,209 |
| Total interest from all sources | 2014-12-31 | $5,283 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $187,837 |
| 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 | $187,837 |
| Administrative expenses professional fees incurred | 2014-12-31 | $8,800 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
| 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 | $845,135 |
| Participant contributions at end of year | 2014-12-31 | $214,864 |
| Participant contributions at beginning of year | 2014-12-31 | $157,153 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $565 |
| Administrative expenses (other) incurred | 2014-12-31 | $28,339 |
| 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 |
| Value of net income/loss | 2014-12-31 | $1,607,278 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $21,303,686 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $19,696,408 |
| 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 |
| Investment advisory and management fees | 2014-12-31 | $21,061 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $20,695,227 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $18,891,884 |
| Interest on participant loans | 2014-12-31 | $5,263 |
| 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 | $647,371 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $389,834 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $20 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,366,679 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $552 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,151,417 |
| Employer contributions (assets) at end of year | 2014-12-31 | $3,761 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,884,981 |
| Contract administrator fees | 2014-12-31 | $7,009 |
| 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 | 2014-12-31 | Yes |
| 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 |
| 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 | DIXON, HUGHES, GOODMAN |
| Accountancy firm EIN | 2014-12-31 | 560747981 |
| 2013 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,535,233 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $560,962 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $511,678 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,928,134 |
| Value of total assets at end of year | 2013-12-31 | $19,696,408 |
| Value of total assets at beginning of year | 2013-12-31 | $14,722,137 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $49,284 |
| Total interest from all sources | 2013-12-31 | $6,763 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $746,564 |
| 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 | $746,564 |
| Administrative expenses professional fees incurred | 2013-12-31 | $5,000 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| 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 | $776,136 |
| Participant contributions at end of year | 2013-12-31 | $157,153 |
| Participant contributions at beginning of year | 2013-12-31 | $180,411 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $55,855 |
| 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 |
| Value of net income/loss | 2013-12-31 | $4,974,271 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $19,696,408 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,722,137 |
| 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 |
| Investment advisory and management fees | 2013-12-31 | $32,521 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $18,891,884 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $14,062,613 |
| Interest on participant loans | 2013-12-31 | $6,763 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $647,371 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $479,113 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,846,049 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $7,723 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,096,143 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $511,678 |
| Contract administrator fees | 2013-12-31 | $11,763 |
| 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 |
| 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 | DIXON HUGHES GOODMAN |
| Accountancy firm EIN | 2013-12-31 | 560747981 |
| 2012 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,592,488 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $446,712 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $394,308 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,931,021 |
| Value of total assets at end of year | 2012-12-31 | $14,722,137 |
| Value of total assets at beginning of year | 2012-12-31 | $11,576,361 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $52,404 |
| Total interest from all sources | 2012-12-31 | $7,588 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $400,463 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $400,463 |
| Administrative expenses professional fees incurred | 2012-12-31 | $16,000 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $762,220 |
| Participant contributions at end of year | 2012-12-31 | $180,411 |
| Participant contributions at beginning of year | 2012-12-31 | $164,887 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $80,979 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $3,145,776 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,722,137 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,576,361 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $25,654 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $14,062,613 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,961,752 |
| Interest on participant loans | 2012-12-31 | $7,588 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $479,113 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $449,722 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,249,638 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $3,778 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,087,822 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $394,308 |
| Contract administrator fees | 2012-12-31 | $10,750 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | DIXON HUGHES GOODMAN |
| Accountancy firm EIN | 2012-12-31 | 560747981 |
| 2011 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,359,196 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $824,448 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $714,740 |
| Value of total corrective distributions | 2011-12-31 | $57,300 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,611,785 |
| Value of total assets at end of year | 2011-12-31 | $11,576,361 |
| Value of total assets at beginning of year | 2011-12-31 | $11,041,613 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $52,408 |
| Total interest from all sources | 2011-12-31 | $6,627 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $207,286 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $207,286 |
| Administrative expenses professional fees incurred | 2011-12-31 | $7,500 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $750,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $648,367 |
| Participant contributions at end of year | 2011-12-31 | $164,887 |
| Participant contributions at beginning of year | 2011-12-31 | $184,650 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,065 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $534,748 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,576,361 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,041,613 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $22,452 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,961,752 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,401,096 |
| Interest on participant loans | 2011-12-31 | $6,627 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $449,722 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $455,867 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-472,886 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $6,384 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $959,353 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $714,740 |
| Contract administrator fees | 2011-12-31 | $22,456 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | DIXON HUGHES GOODMAN |
| Accountancy firm EIN | 2011-12-31 | 560747981 |
| 2010 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $2,774,853 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $383,228 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $341,039 |
| Value of total corrective distributions | 2010-12-31 | $9,182 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,479,647 |
| Value of total assets at end of year | 2010-12-31 | $11,041,613 |
| Value of total assets at beginning of year | 2010-12-31 | $8,649,988 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $33,007 |
| Total interest from all sources | 2010-12-31 | $7,576 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $180,434 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $180,434 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $587,254 |
| Participant contributions at end of year | 2010-12-31 | $184,650 |
| Participant contributions at beginning of year | 2010-12-31 | $166,784 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $6,774 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,391,625 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,041,613 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,649,988 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $18,329 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,401,096 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,107,255 |
| Interest on participant loans | 2010-12-31 | $7,576 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $455,867 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $375,949 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,099,700 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $7,496 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $885,619 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $341,039 |
| Contract administrator fees | 2010-12-31 | $14,678 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | GOODMAN & COMPANY |
| Accountancy firm EIN | 2010-12-31 | 540640067 |
