401k Plan data: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN plan

ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORTHOCAROLINA PA 401K PROFIT SHARING PLAN
Plan identification number	001

ORTHOCAROLINA PA 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

ORTHOCAROLINA, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOCAROLINA, P.A.

Employer identification number (EIN): 561093722

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOCAROLINA PA 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2015-01-01 KRISTIN CORNWELL ALLISON E. VESSELS, ED.D. 2016-08-29
001 2014-01-01 KRISTIN CORNWELL ALLISON VESSELS 2015-08-12
001 2013-01-01 KRISTIN CORNWELL BRENT SHEAR 2014-10-09
001 2012-01-01 KRISTIN CORNWELL STEVEN JARRETT 2013-10-14
001 2011-01-01 KRISTIN CORNWELL JENNIFER SCHENK 2012-10-15
001 2010-01-01 KRISTIN CORNWELL JENNIFER SCHENK 2012-04-12
001 2009-01-01 JENNIE TICHY
001 2009-01-01 JENNIE TICHY
001 2009-01-01 JENNIE TICHY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2015-01-01	KRISTIN CORNWELL	ALLISON E. VESSELS, ED.D.	2016-08-29
001	2014-01-01	KRISTIN CORNWELL	ALLISON VESSELS	2015-08-12
001	2013-01-01	KRISTIN CORNWELL	BRENT SHEAR	2014-10-09
001	2012-01-01	KRISTIN CORNWELL	STEVEN JARRETT	2013-10-14
001	2011-01-01	KRISTIN CORNWELL	JENNIFER SCHENK	2012-10-15
001	2010-01-01	KRISTIN CORNWELL	JENNIFER SCHENK	2012-04-12
001	2009-01-01	JENNIE TICHY
001	2009-01-01	JENNIE TICHY
001	2009-01-01	JENNIE TICHY

Plan Statistics for ORTHOCAROLINA PA 401K PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOCAROLINA PA 401K PROFIT SHARING PLAN

Measure Date Value
2022: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,504
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,611
Number of retired or separated participants receiving benefits 2022-01-01 20
Number of other retired or separated participants entitled to future benefits 2022-01-01 971
Total of all active and inactive participants 2022-01-01 2,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 7
Total participants 2022-01-01 2,609
Number of participants with account balances 2022-01-01 2,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 101
2021: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,722
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,541
Number of retired or separated participants receiving benefits 2021-01-01 18
Number of other retired or separated participants entitled to future benefits 2021-01-01 940
Total of all active and inactive participants 2021-01-01 2,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 2,504
Number of participants with account balances 2021-01-01 2,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 156
2020: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,539
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,945
Number of retired or separated participants receiving benefits 2020-01-01 15
Number of other retired or separated participants entitled to future benefits 2020-01-01 757
Total of all active and inactive participants 2020-01-01 2,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 5
Total participants 2020-01-01 2,722
Number of participants with account balances 2020-01-01 2,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 77
2015: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,766
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,661
Number of retired or separated participants receiving benefits 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 454
Total of all active and inactive participants 2015-01-01 2,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 2,126
Number of participants with account balances 2015-01-01 2,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 41
2014: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,646
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,512
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 250
Total of all active and inactive participants 2014-01-01 1,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 1,766
Number of participants with account balances 2014-01-01 1,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 43
2013: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,561
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,246
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 394
Total of all active and inactive participants 2013-01-01 1,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 1,646
Number of participants with account balances 2013-01-01 1,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 23
2012: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,359
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,213
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 344
Total of all active and inactive participants 2012-01-01 1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 1,561
Number of participants with account balances 2012-01-01 1,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 33
2011: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,402
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,052
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 303
Total of all active and inactive participants 2011-01-01 1,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 1,359
Number of participants with account balances 2011-01-01 1,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 55
2010: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,329
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 954
Number of other retired or separated participants entitled to future benefits 2010-01-01 446
Total of all active and inactive participants 2010-01-01 1,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 1,402
Number of participants with account balances 2010-01-01 1,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 60
2009: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,272
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 926
Number of other retired or separated participants entitled to future benefits 2009-01-01 416
Total of all active and inactive participants 2009-01-01 1,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 1,344
Number of participants with account balances 2009-01-01 1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 68

Measure	Date	Value
2022: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,504
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,611
Number of retired or separated participants receiving benefits	2022-01-01	20
Number of other retired or separated participants entitled to future benefits	2022-01-01	971
Total of all active and inactive participants	2022-01-01	2,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	7
Total participants	2022-01-01	2,609
Number of participants with account balances	2022-01-01	2,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	101
2021: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,722
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,541
Number of retired or separated participants receiving benefits	2021-01-01	18
Number of other retired or separated participants entitled to future benefits	2021-01-01	940
Total of all active and inactive participants	2021-01-01	2,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	2,504
Number of participants with account balances	2021-01-01	2,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	156
2020: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,539
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,945
Number of retired or separated participants receiving benefits	2020-01-01	15
Number of other retired or separated participants entitled to future benefits	2020-01-01	757
Total of all active and inactive participants	2020-01-01	2,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	5
Total participants	2020-01-01	2,722
Number of participants with account balances	2020-01-01	2,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	77
2015: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,766
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,661
Number of retired or separated participants receiving benefits	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	454
Total of all active and inactive participants	2015-01-01	2,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	2,126
Number of participants with account balances	2015-01-01	2,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	41
2014: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,646
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,512
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	250
Total of all active and inactive participants	2014-01-01	1,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	1,766
Number of participants with account balances	2014-01-01	1,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	43
2013: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,561
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,246
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	394
Total of all active and inactive participants	2013-01-01	1,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	1,646
Number of participants with account balances	2013-01-01	1,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	23
2012: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,359
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,213
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	344
Total of all active and inactive participants	2012-01-01	1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	1,561
Number of participants with account balances	2012-01-01	1,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	33
2011: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,402
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,052
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	303
Total of all active and inactive participants	2011-01-01	1,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	1,359
Number of participants with account balances	2011-01-01	1,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	55
2010: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,329
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	954
Number of other retired or separated participants entitled to future benefits	2010-01-01	446
Total of all active and inactive participants	2010-01-01	1,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	1,402
Number of participants with account balances	2010-01-01	1,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	60
2009: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,272
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	926
Number of other retired or separated participants entitled to future benefits	2009-01-01	416
Total of all active and inactive participants	2009-01-01	1,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	1,344
Number of participants with account balances	2009-01-01	1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	68

Financial Data on ORTHOCAROLINA PA 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-36,480,717
Total loss/gain on sale of assets	2022-12-31	$-14,203,670
Total of all expenses incurred	2022-12-31	$25,243,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$24,987,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$21,145,011
Value of total assets at end of year	2022-12-31	$281,375,973
Value of total assets at beginning of year	2022-12-31	$343,099,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$256,068
Total interest from all sources	2022-12-31	$206,294
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,337,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$4,337,474
Administrative expenses professional fees incurred	2022-12-31	$256,068
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$9,972,588
Participant contributions at end of year	2022-12-31	$1,794,113
Participant contributions at beginning of year	2022-12-31	$1,697,384
Participant contributions at end of year	2022-12-31	$29,196
Participant contributions at beginning of year	2022-12-31	$61,202
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$767,607
Other income not declared elsewhere	2022-12-31	$349
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	$-61,723,857
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$281,375,973
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$343,099,830
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$98,348,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$325,906,818
Interest on participant loans	2022-12-31	$87,186
Interest earned on other investments	2022-12-31	$119,108
Value of interest in common/collective trusts at end of year	2022-12-31	$173,416,265
Value of interest in common/collective trusts at beginning of year	2022-12-31	$7,596,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-47,966,175
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	$10,404,816
Employer contributions (assets) at end of year	2022-12-31	$7,788,123
Employer contributions (assets) at beginning of year	2022-12-31	$7,837,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$24,987,072
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	$42,252,979
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$56,456,649
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$62,775,433
Total loss/gain on sale of assets	2021-12-31	$3,254,813
Total of all expenses incurred	2021-12-31	$30,953,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$30,694,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$24,648,172
Value of total assets at end of year	2021-12-31	$343,099,830
Value of total assets at beginning of year	2021-12-31	$311,277,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$259,362
Total interest from all sources	2021-12-31	$231,469
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$13,567,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$13,567,899
Administrative expenses professional fees incurred	2021-12-31	$259,362
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	$9,756,320
Participant contributions at end of year	2021-12-31	$1,697,384
Participant contributions at beginning of year	2021-12-31	$1,770,607
Participant contributions at end of year	2021-12-31	$61,202
Participant contributions at beginning of year	2021-12-31	$41,867
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,256,040
Other income not declared elsewhere	2021-12-31	$199
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	$31,821,998
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$343,099,830
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$311,277,832
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$325,906,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$293,528,654
Interest on participant loans	2021-12-31	$85,542
Interest earned on other investments	2021-12-31	$145,927
Value of interest in common/collective trusts at end of year	2021-12-31	$7,596,975
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,147,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$21,072,881
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	$10,635,812
Employer contributions (assets) at end of year	2021-12-31	$7,837,451
Employer contributions (assets) at beginning of year	2021-12-31	$5,789,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$30,694,073
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	$3,254,813
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$63,863,419
Total loss/gain on sale of assets	2020-12-31	$690,347
Total of all expenses incurred	2020-12-31	$19,142,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$18,898,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$18,177,272
Value of total assets at end of year	2020-12-31	$311,277,832
Value of total assets at beginning of year	2020-12-31	$266,556,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$243,614
Total interest from all sources	2020-12-31	$307,400
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$7,293,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$7,293,004
Administrative expenses professional fees incurred	2020-12-31	$243,614
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	$9,280,575
Participant contributions at end of year	2020-12-31	$1,770,607
Participant contributions at beginning of year	2020-12-31	$1,788,877
Participant contributions at end of year	2020-12-31	$41,867
Participant contributions at beginning of year	2020-12-31	$9,158
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$463,571
Other income not declared elsewhere	2020-12-31	$315
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	$44,721,326
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$311,277,832
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$266,556,506
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$293,528,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$251,143,937
Interest on participant loans	2020-12-31	$98,290
Interest earned on other investments	2020-12-31	$209,110
Value of interest in common/collective trusts at end of year	2020-12-31	$10,147,293
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,905,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$37,395,081
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	$8,433,126
Employer contributions (assets) at end of year	2020-12-31	$5,789,411
Employer contributions (assets) at beginning of year	2020-12-31	$7,708,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$18,898,479
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	$7,118,933
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$6,428,586
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2015 : ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$15,575,163
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$13,346,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$13,337,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$16,508,779
Value of total assets at end of year	2015-12-31	$155,825,125
Value of total assets at beginning of year	2015-12-31	$153,596,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,901
Total interest from all sources	2015-12-31	$56,320
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$6,805,960
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	$6,805,960
Administrative expenses professional fees incurred	2015-12-31	$8,901
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	$6,039,356
Participant contributions at end of year	2015-12-31	$1,443,493
Participant contributions at beginning of year	2015-12-31	$1,333,126
Participant contributions at end of year	2015-12-31	$151,590
Participant contributions at beginning of year	2015-12-31	$168,346
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$779,898
Other income not declared elsewhere	2015-12-31	$-152,341
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	$2,228,606
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$155,825,125
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$153,596,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$141,654,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$140,748,401
Interest on participant loans	2015-12-31	$56,320
Value of interest in common/collective trusts at end of year	2015-12-31	$5,352,708
Value of interest in common/collective trusts at beginning of year	2015-12-31	$5,115,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-7,643,555
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	$9,689,525
Employer contributions (assets) at end of year	2015-12-31	$7,222,828
Employer contributions (assets) at beginning of year	2015-12-31	$6,231,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$13,337,656
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 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	$29,524,084
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$7,628,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,624,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$20,608,001
Value of total assets at end of year	2014-12-31	$153,596,519
Value of total assets at beginning of year	2014-12-31	$131,701,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,425
Total interest from all sources	2014-12-31	$47,052
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$5,396,179
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	$5,396,179
Administrative expenses professional fees incurred	2014-12-31	$4,425
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$5,224,262
Participant contributions at end of year	2014-12-31	$1,333,126
Participant contributions at beginning of year	2014-12-31	$1,043,833
Participant contributions at end of year	2014-12-31	$168,346
Participant contributions at beginning of year	2014-12-31	$12,394
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$7,113,142
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	$21,895,114
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$153,596,519
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$131,701,405
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$140,748,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$120,550,165
Interest on participant loans	2014-12-31	$47,052
Value of interest in common/collective trusts at end of year	2014-12-31	$5,115,040
Value of interest in common/collective trusts at beginning of year	2014-12-31	$4,920,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,453,906
Net investment gain or loss from common/collective trusts	2014-12-31	$18,946
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	$8,270,597
Employer contributions (assets) at end of year	2014-12-31	$6,231,606
Employer contributions (assets) at beginning of year	2014-12-31	$5,174,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$7,624,545
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 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	$32,184,950
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$5,647,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,643,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$11,734,084
Value of total assets at end of year	2013-12-31	$131,701,405
Value of total assets at beginning of year	2013-12-31	$105,163,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,600
Total interest from all sources	2013-12-31	$39,144
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,345,479
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	$3,345,479
Administrative expenses professional fees incurred	2013-12-31	$3,600
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	$4,471,658
Participant contributions at end of year	2013-12-31	$1,043,833
Participant contributions at beginning of year	2013-12-31	$879,025
Participant contributions at end of year	2013-12-31	$12,394
Participant contributions at beginning of year	2013-12-31	$111,827
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$422,028
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	$26,537,767
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$131,701,405
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$105,163,638
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$120,550,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$95,623,637
Interest on participant loans	2013-12-31	$39,144
Value of interest in common/collective trusts at end of year	2013-12-31	$4,920,068
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,635,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$17,115,880
Net investment gain or loss from common/collective trusts	2013-12-31	$-49,637
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	$6,840,398
Employer contributions (assets) at end of year	2013-12-31	$5,174,945
Employer contributions (assets) at beginning of year	2013-12-31	$4,913,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,643,583
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 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	$22,957,306
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$6,464,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,460,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$11,846,263
Value of total assets at end of year	2012-12-31	$105,163,638
Value of total assets at beginning of year	2012-12-31	$88,670,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,071
Total interest from all sources	2012-12-31	$30,914
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,419,011
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	$2,419,011
Administrative expenses professional fees incurred	2012-12-31	$4,071
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	$3,765,156
Participant contributions at end of year	2012-12-31	$879,025
Participant contributions at beginning of year	2012-12-31	$720,858
Participant contributions at end of year	2012-12-31	$111,827
Participant contributions at beginning of year	2012-12-31	$78,661
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,695,543
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	$16,493,221
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$105,163,638
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$88,670,417
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$95,623,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$80,182,947
Interest on participant loans	2012-12-31	$30,914
Value of interest in common/collective trusts at end of year	2012-12-31	$3,635,764
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,716,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$8,650,188
Net investment gain or loss from common/collective trusts	2012-12-31	$10,930
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	$6,385,564
Employer contributions (assets) at end of year	2012-12-31	$4,913,385
Employer contributions (assets) at beginning of year	2012-12-31	$3,971,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,460,014
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 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	$8,885,060
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,597,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,593,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$8,732,345
Value of total assets at end of year	2011-12-31	$88,670,417
Value of total assets at beginning of year	2011-12-31	$82,382,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,132
Total interest from all sources	2011-12-31	$27,835
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,165,260
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	$2,165,260
Administrative expenses professional fees incurred	2011-12-31	$4,132
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$3,190,360
Participant contributions at end of year	2011-12-31	$720,858
Participant contributions at beginning of year	2011-12-31	$591,321
Participant contributions at end of year	2011-12-31	$78,661
Participant contributions at beginning of year	2011-12-31	$84,644
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$257,935
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	$6,287,865
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$88,670,417
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$82,382,552
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$80,182,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$74,872,983
Interest on participant loans	2011-12-31	$27,835
Value of interest in common/collective trusts at end of year	2011-12-31	$3,716,591
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,901,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,098,209
Net investment gain or loss from common/collective trusts	2011-12-31	$57,829
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	No
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	$5,284,050
Employer contributions (assets) at end of year	2011-12-31	$3,971,360
Employer contributions (assets) at beginning of year	2011-12-31	$3,931,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,593,063
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	2011-12-31	No
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 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	$17,038,699
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,162,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,160,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$8,033,407
Value of total assets at end of year	2010-12-31	$82,382,552
Value of total assets at beginning of year	2010-12-31	$67,506,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,918
Total interest from all sources	2010-12-31	$24,622
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,579,740
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	$1,579,740
Administrative expenses professional fees incurred	2010-12-31	$2,918
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	$2,853,970
Participant contributions at end of year	2010-12-31	$591,321
Participant contributions at beginning of year	2010-12-31	$475,824
Participant contributions at end of year	2010-12-31	$84,644
Participant contributions at beginning of year	2010-12-31	$66,722
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$83,909
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	$14,875,735
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$82,382,552
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$67,506,817
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$74,872,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$61,707,926
Interest on participant loans	2010-12-31	$24,622
Value of interest in common/collective trusts at end of year	2010-12-31	$2,901,943
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,022,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$7,330,377
Net investment gain or loss from common/collective trusts	2010-12-31	$70,553
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	No
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	$5,095,528
Employer contributions (assets) at end of year	2010-12-31	$3,931,661
Employer contributions (assets) at beginning of year	2010-12-31	$3,233,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,160,046
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	2010-12-31	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LARSONALLEN LLP
Accountancy firm EIN	2010-12-31	410746749

Form 5500 Responses for ORTHOCAROLINA PA 401K PROFIT SHARING PLAN

2022: ORTHOCAROLINA PA 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: ORTHOCAROLINA PA 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: ORTHOCAROLINA PA 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
2015: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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
2011: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORTHOCAROLINA PA 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ORTHOCAROLINA, P.A.
Employer identification number (EIN):	561093722
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)