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JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 401k Plan overview

Plan NameJACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST
Plan identification number 001

JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JACKSONVILLE ORTHOPAEDIC INSTITUTE , INC. has sponsored the creation of one or more 401k plans.

Company Name:JACKSONVILLE ORTHOPAEDIC INSTITUTE , INC.
Employer identification number (EIN):593120987
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01R. STEPHEN LUCIE
0012016-01-01R. STEPHEN LUCIE
0012015-01-01R. STEPHEN LUCIE
0012014-01-01R. STEPHEN LUCIE
0012013-01-01MICHAEL SCHARF
0012012-01-01MICHAEL SCHARF
0012011-01-01MICHAEL SCHARF
0012009-01-01MICHAEL SCHARF

Plan Statistics for JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST

401k plan membership statisitcs for JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST

Measure Date Value
2022: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01546
Total number of active participants reported on line 7a of the Form 55002022-01-01291
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01216
Total of all active and inactive participants2022-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01507
Number of participants with account balances2022-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01527
Total number of active participants reported on line 7a of the Form 55002021-01-01296
Number of retired or separated participants receiving benefits2021-01-0155
Number of other retired or separated participants entitled to future benefits2021-01-01152
Total of all active and inactive participants2021-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01503
Number of participants with account balances2021-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01489
Total number of active participants reported on line 7a of the Form 55002020-01-01299
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01183
Total of all active and inactive participants2020-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01482
Number of participants with account balances2020-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01484
Total number of active participants reported on line 7a of the Form 55002019-01-01294
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01167
Total of all active and inactive participants2019-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01461
Number of participants with account balances2019-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01451
Total number of active participants reported on line 7a of the Form 55002018-01-01329
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01137
Total of all active and inactive participants2018-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01467
Number of participants with account balances2018-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01456
Total number of active participants reported on line 7a of the Form 55002017-01-01330
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0199
Total of all active and inactive participants2017-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01429
Number of participants with account balances2017-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01440
Total number of active participants reported on line 7a of the Form 55002016-01-01324
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01102
Total of all active and inactive participants2016-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01426
Number of participants with account balances2016-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01409
Total number of active participants reported on line 7a of the Form 55002015-01-01312
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01104
Total of all active and inactive participants2015-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01416
Number of participants with account balances2015-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01414
Total number of active participants reported on line 7a of the Form 55002014-01-01311
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01385
Number of participants with account balances2014-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01409
Total number of active participants reported on line 7a of the Form 55002013-01-01334
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01406
Number of participants with account balances2013-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01397
Total number of active participants reported on line 7a of the Form 55002012-01-01320
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01387
Number of participants with account balances2012-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01362
Total number of active participants reported on line 7a of the Form 55002011-01-01319
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01374
Number of participants with account balances2011-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2009: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01318
Total number of active participants reported on line 7a of the Form 55002009-01-01281
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01327
Number of participants with account balances2009-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST

Measure Date Value
2022 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$247
Total income from all sources (including contributions)2022-12-31$-11,010,890
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$889,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$760,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,872,167
Value of total assets at end of year2022-12-31$67,361,569
Value of total assets at beginning of year2022-12-31$79,262,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$129,360
Total interest from all sources2022-12-31$15,790
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,969,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,969,844
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,693,555
Participant contributions at end of year2022-12-31$302,044
Participant contributions at beginning of year2022-12-31$314,995
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$6,500
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$247
Other income not declared elsewhere2022-12-31$13
Administrative expenses (other) incurred2022-12-31$12,606
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,900,358
Value of net assets at end of year (total assets less liabilities)2022-12-31$67,361,569
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$79,261,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$46,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$64,582,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,925,467
Interest on participant loans2022-12-31$14,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$264,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$49,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$49,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,868,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,170,677
Employer contributions (assets) at end of year2022-12-31$2,212,976
Employer contributions (assets) at beginning of year2022-12-31$1,965,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$760,108
Contract administrator fees2022-12-31$70,216
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-12-31263429295
2021 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,075
Total income from all sources (including contributions)2021-12-31$15,373,799
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,074,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,932,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,677,048
Value of total assets at end of year2021-12-31$79,262,174
Value of total assets at beginning of year2021-12-31$71,980,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$141,582
Total interest from all sources2021-12-31$16,208
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,476,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,476,851
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,611,777
Participant contributions at end of year2021-12-31$314,995
Participant contributions at beginning of year2021-12-31$307,647
Participant contributions at end of year2021-12-31$6,500
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$100,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$18,075
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,299,576
Value of net assets at end of year (total assets less liabilities)2021-12-31$79,261,927
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$71,962,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$48,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$76,925,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,818,177
Interest on participant loans2021-12-31$16,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$49,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,203,692
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,965,271
Employer contributions (assets) at end of year2021-12-31$1,965,271
Employer contributions (assets) at beginning of year2021-12-31$1,854,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,932,641
Contract administrator fees2021-12-31$93,531
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,075
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$13,504,194
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,604,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,496,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,409,587
Value of total assets at end of year2020-12-31$71,980,426
Value of total assets at beginning of year2020-12-31$61,063,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$108,042
Total interest from all sources2020-12-31$17,719
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,765,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,765,798
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,550,921
Participant contributions at end of year2020-12-31$307,647
Participant contributions at beginning of year2020-12-31$358,132
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$988
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$18,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,899,201
Value of net assets at end of year (total assets less liabilities)2020-12-31$71,962,351
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$61,063,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$49,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,818,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$58,842,645
Interest on participant loans2020-12-31$17,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,311,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,854,602
Employer contributions (assets) at end of year2020-12-31$1,854,602
Employer contributions (assets) at beginning of year2020-12-31$1,861,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,496,951
Contract administrator fees2020-12-31$58,336
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2020-12-31263429295
2019 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,496
Total income from all sources (including contributions)2019-12-31$14,979,058
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,514,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,430,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,444,750
Value of total assets at end of year2019-12-31$61,063,150
Value of total assets at beginning of year2019-12-31$52,612,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,734
Total interest from all sources2019-12-31$18,476
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,158,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,158,153
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,567,469
Participant contributions at end of year2019-12-31$358,132
Participant contributions at beginning of year2019-12-31$395,870
Participant contributions at end of year2019-12-31$988
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,464,876
Value of net assets at end of year (total assets less liabilities)2019-12-31$61,063,150
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,598,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$39,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$58,842,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,270,869
Interest on participant loans2019-12-31$18,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,357,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,861,385
Employer contributions (assets) at end of year2019-12-31$1,861,385
Employer contributions (assets) at beginning of year2019-12-31$1,946,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,430,448
Contract administrator fees2019-12-31$43,967
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2019-12-31263429295
2018 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$175
Total income from all sources (including contributions)2018-12-31$190,569
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,740,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,674,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,544,936
Value of total assets at end of year2018-12-31$52,612,770
Value of total assets at beginning of year2018-12-31$55,148,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,310
Total interest from all sources2018-12-31$18,808
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,002,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,002,637
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,556,887
Participant contributions at end of year2018-12-31$395,870
Participant contributions at beginning of year2018-12-31$339,477
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$41,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$14,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,549,796
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,598,274
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,148,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$26,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,270,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,877,006
Interest on participant loans2018-12-31$18,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,375,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,946,366
Employer contributions (assets) at end of year2018-12-31$1,946,031
Employer contributions (assets) at beginning of year2018-12-31$1,931,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,674,055
Contract administrator fees2018-12-31$39,471
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2018-12-31263429295
2017 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,549
Total income from all sources (including contributions)2017-12-31$12,447,717
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,615,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,544,764
Expenses. Certain deemed distributions of participant loans2017-12-31$4,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,734,427
Value of total assets at end of year2017-12-31$55,148,245
Value of total assets at beginning of year2017-12-31$45,320,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,657
Total interest from all sources2017-12-31$13,278
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,395,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,395,749
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,580,355
Participant contributions at end of year2017-12-31$339,477
Participant contributions at beginning of year2017-12-31$329,454
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$222,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,831,752
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,148,070
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,316,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$50,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,877,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$43,197,099
Interest on participant loans2017-12-31$13,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,304,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,931,762
Employer contributions (assets) at end of year2017-12-31$1,931,762
Employer contributions (assets) at beginning of year2017-12-31$1,794,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,544,764
Contract administrator fees2017-12-31$16,640
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$175
Total income from all sources (including contributions)2016-12-31$6,295,004
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$714,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$637,084
Expenses. Certain deemed distributions of participant loans2016-12-31$15,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,403,390
Value of total assets at end of year2016-12-31$45,320,867
Value of total assets at beginning of year2016-12-31$39,736,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,457
Total interest from all sources2016-12-31$13,459
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,331,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,331,522
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,505,552
Participant contributions at end of year2016-12-31$329,454
Participant contributions at beginning of year2016-12-31$380,942
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$103,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,580,109
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,316,318
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,736,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$48,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$43,197,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,724,482
Interest on participant loans2016-12-31$13,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,546,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,794,314
Employer contributions (assets) at end of year2016-12-31$1,794,314
Employer contributions (assets) at beginning of year2016-12-31$1,630,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$637,084
Contract administrator fees2016-12-31$13,906
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,289
Total income from all sources (including contributions)2015-12-31$2,966,025
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,200,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,139,571
Expenses. Certain deemed distributions of participant loans2015-12-31$4,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,208,631
Value of total assets at end of year2015-12-31$39,736,384
Value of total assets at beginning of year2015-12-31$43,973,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,647
Total interest from all sources2015-12-31$14,160
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,819,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,819,974
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,428,787
Participant contributions at end of year2015-12-31$380,942
Participant contributions at beginning of year2015-12-31$404,008
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$147,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,234,822
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,736,209
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,971,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$44,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$37,724,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$41,971,907
Interest on participant loans2015-12-31$14,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,076,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,632,319
Employer contributions (assets) at end of year2015-12-31$1,630,960
Employer contributions (assets) at beginning of year2015-12-31$1,597,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,139,571
Contract administrator fees2015-12-31$11,865
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31591302284
2014 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,289
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$5,338,418
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,259,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,211,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,081,558
Value of total assets at end of year2014-12-31$43,973,320
Value of total assets at beginning of year2014-12-31$39,892,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,960
Total interest from all sources2014-12-31$14,543
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,559,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,559,735
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,420,888
Participant contributions at end of year2014-12-31$404,008
Participant contributions at beginning of year2014-12-31$360,313
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$462
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$63,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,078,439
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,971,031
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,892,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$36,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$41,971,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,880,780
Interest on participant loans2014-12-31$14,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-317,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,597,405
Employer contributions (assets) at end of year2014-12-31$1,597,405
Employer contributions (assets) at beginning of year2014-12-31$1,651,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,211,019
Contract administrator fees2014-12-31$12,825
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31591302284
2013 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$9,505,211
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$464,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$422,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,326,697
Value of total assets at end of year2013-12-31$39,892,592
Value of total assets at beginning of year2013-12-31$30,851,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,941
Total interest from all sources2013-12-31$12,530
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,548,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,548,620
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,486,427
Participant contributions at end of year2013-12-31$360,313
Participant contributions at beginning of year2013-12-31$334,528
Participant contributions at end of year2013-12-31$462
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$189,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,041,181
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,892,592
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,851,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$30,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,880,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$28,859,869
Interest on participant loans2013-12-31$12,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,617,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,651,036
Employer contributions (assets) at end of year2013-12-31$1,651,037
Employer contributions (assets) at beginning of year2013-12-31$1,657,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$422,089
Contract administrator fees2013-12-31$11,587
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31591302284
2012 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,399
Total income from all sources (including contributions)2012-12-31$6,490,330
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,425,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,391,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,071,251
Value of total assets at end of year2012-12-31$30,851,411
Value of total assets at beginning of year2012-12-31$25,787,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,133
Total interest from all sources2012-12-31$9,745
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$882,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$882,294
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,414,237
Participant contributions at end of year2012-12-31$334,528
Participant contributions at beginning of year2012-12-31$148,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,065,304
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,851,411
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,786,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$22,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$28,859,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,012,324
Interest on participant loans2012-12-31$9,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,527,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,657,014
Employer contributions (assets) at end of year2012-12-31$1,657,014
Employer contributions (assets) at beginning of year2012-12-31$1,626,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,391,893
Contract administrator fees2012-12-31$10,137
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31591302284
2011 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,399
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$2,196,706
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,011,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$967,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,950,375
Value of total assets at end of year2011-12-31$25,787,506
Value of total assets at beginning of year2011-12-31$24,600,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,055
Total interest from all sources2011-12-31$2,513
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$734,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$734,503
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,308,007
Participant contributions at end of year2011-12-31$148,279
Participant contributions at beginning of year2011-12-31$34,752
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,185,228
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,786,107
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,600,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$36,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,012,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,043,004
Interest on participant loans2011-12-31$2,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,490,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,626,903
Employer contributions (assets) at end of year2011-12-31$1,626,903
Employer contributions (assets) at beginning of year2011-12-31$1,523,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$967,423
Contract administrator fees2011-12-31$7,136
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31591302284
2010 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$34,198
Total income from all sources (including contributions)2010-12-31$5,201,550
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,572,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,537,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,706,496
Value of total assets at end of year2010-12-31$24,600,879
Value of total assets at beginning of year2010-12-31$21,006,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$35,723
Total interest from all sources2010-12-31$1,961
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$409,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$409,087
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,172,365
Participant contributions at end of year2010-12-31$34,752
Participant contributions at beginning of year2010-12-31$38,238
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$24,708
Liabilities. Value of operating payables at beginning of year2010-12-31$9,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,628,574
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,600,879
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,972,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$35,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,043,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,513,856
Interest on participant loans2010-12-31$1,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,084,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,523,123
Employer contributions (assets) at end of year2010-12-31$1,523,123
Employer contributions (assets) at beginning of year2010-12-31$1,454,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,537,253
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2010-12-31591302284
2009 : JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST

2022: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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