401k Plan data: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN plan

ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN
Plan identification number	002

ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT 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.
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

VANN-VIRGINIA CENTER FOR ORTHOPAEDICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: VANN-VIRGINIA CENTER FOR ORTHOPAEDICS, P.C.

Employer identification number (EIN): 541869072

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 CECIL MORRIS 2018-10-15
002 2016-01-01
002 2015-01-01 CECIL MORRIS
002 2014-01-01 CECIL MORRIS
002 2013-01-01 CECIL MORRIS
002 2012-01-01 CECIL MORRIS

Plan Statistics for ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2015: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 24
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 24
Number of participants with account balances 2012-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	24
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	24
Number of participants with account balances	2012-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2015 : ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,005,648
Expenses. Total of all expenses incurred	2015-12-31	$397,361
Benefits paid (including direct rollovers)	2015-12-31	$397,361
Total plan assets at end of year	2015-12-31	$30,269,866
Total plan assets at beginning of year	2015-12-31	$29,661,579
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$378,000
Other income received	2015-12-31	$40,065
Net income (gross income less expenses)	2015-12-31	$608,287
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$30,269,866
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$29,661,579
Total contributions received or receivable from employer(s)	2015-12-31	$587,583
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,887,431
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$29,661,579
Total plan assets at beginning of year	2014-12-31	$27,774,148
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$340,500
Other income received	2014-12-31	$1,030,157
Net income (gross income less expenses)	2014-12-31	$1,887,431
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$29,661,579
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$27,774,148
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$516,774
2013 : ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$4,741,024
Expenses. Total of all expenses incurred	2013-12-31	$2,805,498
Benefits paid (including direct rollovers)	2013-12-31	$2,805,498
Total plan assets at end of year	2013-12-31	$27,774,148
Total plan assets at beginning of year	2013-12-31	$25,838,622
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$336,228
Contributions received from other sources (not participants or employers)	2013-12-31	$710,802
Other income received	2013-12-31	$3,143,188
Net income (gross income less expenses)	2013-12-31	$1,935,526
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$27,774,148
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$25,838,622
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$550,806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$28,906,401
Total income from all sources	2012-12-31	$3,050,069
Expenses. Total of all expenses incurred	2012-12-31	$6,117,848
Benefits paid (including direct rollovers)	2012-12-31	$6,108,182
Total plan assets at end of year	2012-12-31	$25,838,622
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$322,320
Other income received	2012-12-31	$2,214,766
Net income (gross income less expenses)	2012-12-31	$-3,067,779
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$25,838,622
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$17,501
Total contributions received or receivable from employer(s)	2012-12-31	$512,983
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,666

Form 5500 Responses for ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN

2015: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VANN-VIRGINIA CENTER FOR ORTHOPAEDICS, P.C.
Employer identification number (EIN):	541869072
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	CECIL MORRIS	2018-10-15
002	2016-01-01
002	2015-01-01	CECIL MORRIS
002	2014-01-01	CECIL MORRIS
002	2013-01-01	CECIL MORRIS
002	2012-01-01	CECIL MORRIS