JOINT IMPLANT SURGEONS OF FLORIDA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOINT IMPLANT SURGEONS OF FLORIDA RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : JOINT IMPLANT SURGEONS OF FLORIDA RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-07 | 455182 |
| Net assets as of the end of the plan year | 2025-08-07 | 6537067 |
| Total assets as of the beginning of the plan year | 2025-08-07 | 5525754 |
| Value of plan covered by a fidelity bond | 2025-08-07 | 175000 |
| Participant contributions to plan in this plan year | 2025-08-07 | 562023 |
| Value of participant loans at end of plan year | 2025-08-07 | 6935 |
| Other income to plan in this plan year | 2025-08-07 | 660493 |
| Plan net income in this plan year | 2025-08-07 | 1011313 |
| Net assets as of the end of the plan year | 2025-08-07 | 6537067 |
| Net assets as of the beginning of the plan year | 2025-08-07 | 5525754 |
| Employer contributions to plan in this plan year | 2025-08-07 | 243979 |
| Fees paid to broker by Benefit Provider | 2025-08-07 | 31032 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-07 | 2384 |
| 2024 : JOINT IMPLANT SURGEONS OF FLORIDA RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-14 | 153295 |
| Net assets as of the end of the plan year | 2024-10-14 | 5525754 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 3687343 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 175000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 561103 |
| Value of participant loans at end of plan year | 2024-10-14 | 14750 |
| Other contributions to plan in this plan year | 2024-10-14 | 438964 |
| Other income to plan in this plan year | 2024-10-14 | 779734 |
| Plan net income in this plan year | 2024-10-14 | 1838411 |
| Net assets as of the end of the plan year | 2024-10-14 | 5525754 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 3687343 |
| Employer contributions to plan in this plan year | 2024-10-14 | 211905 |
| Fees paid to broker by Benefit Provider | 2024-10-14 | 22274 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 1278 |
| 2022 : JOINT IMPLANT SURGEONS OF FLORIDA RETIREMENT 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 | $-210,463 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $55,373 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $54,735 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $705,346 |
| Value of total assets at end of year | 2022-12-31 | $3,687,343 |
| Value of total assets at beginning of year | 2022-12-31 | $3,953,179 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $638 |
| Total interest from all sources | 2022-12-31 | $481 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $175,000 |
| 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 | $500,966 |
| Participant contributions at end of year | 2022-12-31 | $9,779 |
| Participant contributions at beginning of year | 2022-12-31 | $9,739 |
| 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 | $-265,836 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,687,343 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,953,179 |
| 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 pooled separate accounts at end of year | 2022-12-31 | $3,677,564 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $3,943,440 |
| Interest on participant loans | 2022-12-31 | $481 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-916,290 |
| 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 | $204,380 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $54,735 |
| Contract administrator fees | 2022-12-31 | $638 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | HBK CPAS & CONSULTANTS |
| Accountancy firm EIN | 2022-12-31 | 341897225 |
| Total expenses incurred by plan in this plan year | 2022-07-22 | 190877 |
| Net assets as of the end of the plan year | 2022-07-22 | 3953178 |
| Total assets as of the beginning of the plan year | 2022-07-22 | 3102544 |
| Value of plan covered by a fidelity bond | 2022-07-22 | 175000 |
| Participant contributions to plan in this plan year | 2022-07-22 | 505113 |
| Value of participant loans at end of plan year | 2022-07-22 | 9739 |
| Other expenses paid from plan in this plan year | 2022-07-22 | 720 |
| Other income to plan in this plan year | 2022-07-22 | 338591 |
| Plan net income in this plan year | 2022-07-22 | 850634 |
| Net assets as of the end of the plan year | 2022-07-22 | 3953178 |
| Net assets as of the beginning of the plan year | 2022-07-22 | 3102544 |
| Employer contributions to plan in this plan year | 2022-07-22 | 197807 |
| Fees paid to broker by Benefit Provider | 2022-07-22 | 18206 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-210,463 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $55,373 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $54,735 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $705,346 |
| Value of total assets at end of year | 2022-01-01 | $3,687,343 |
| Value of total assets at beginning of year | 2022-01-01 | $3,953,179 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $638 |
| Total interest from all sources | 2022-01-01 | $481 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $175,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $500,966 |
| Participant contributions at end of year | 2022-01-01 | $9,779 |
| Participant contributions at beginning of year | 2022-01-01 | $9,739 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-265,836 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,687,343 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,953,179 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $3,677,564 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $3,943,440 |
| Interest on participant loans | 2022-01-01 | $481 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-916,290 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $204,380 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $54,735 |
| Contract administrator fees | 2022-01-01 | $638 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | HBK CPAS & CONSULTANTS |
| Accountancy firm EIN | 2022-01-01 | 341897225 |
