?>
Logo

TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameTENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN
Plan identification number 003

TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:TENNESSEE ORTHOPAEDIC ALLIANCE, P.A.
Employer identification number (EIN):620862316
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01CHARLES WILLIAMS
0032016-01-01CHARLES WILLIAMS
0032015-01-01CHARLES WILLIAMS
0032014-01-01CHARLES WILLIAMS
0032013-01-01TOM CROFFUT
0032012-01-01TOM CROFFUT
0032011-01-01DANIEL L. PHILLIPS M.D.

Plan Statistics for TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,497
Total number of active participants reported on line 7a of the Form 55002022-01-011,154
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01478
Total of all active and inactive participants2022-01-011,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,632
Number of participants with account balances2022-01-011,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0156
2021: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01931
Total number of active participants reported on line 7a of the Form 55002021-01-011,002
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01459
Total of all active and inactive participants2021-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,461
Number of participants with account balances2021-01-011,446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01877
Total number of active participants reported on line 7a of the Form 55002020-01-01549
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01369
Total of all active and inactive participants2020-01-01918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01918
Number of participants with account balances2020-01-01906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0148
2019: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01991
Total number of active participants reported on line 7a of the Form 55002019-01-01597
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01264
Total of all active and inactive participants2019-01-01861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01861
Number of participants with account balances2019-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01944
Total number of active participants reported on line 7a of the Form 55002018-01-01559
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01409
Total of all active and inactive participants2018-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01968
Number of participants with account balances2018-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01917
Total number of active participants reported on line 7a of the Form 55002017-01-01595
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01329
Total of all active and inactive participants2017-01-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01924
Number of participants with account balances2017-01-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01814
Total number of active participants reported on line 7a of the Form 55002016-01-01598
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01319
Total of all active and inactive participants2016-01-01917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01917
Number of participants with account balances2016-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01734
Total number of active participants reported on line 7a of the Form 55002015-01-01523
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01264
Total of all active and inactive participants2015-01-01787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01788
Number of participants with account balances2015-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01671
Total number of active participants reported on line 7a of the Form 55002014-01-01497
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01220
Total of all active and inactive participants2014-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01717
Number of participants with account balances2014-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01640
Total number of active participants reported on line 7a of the Form 55002013-01-01477
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01181
Total of all active and inactive participants2013-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01658
Number of participants with account balances2013-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01583
Total number of active participants reported on line 7a of the Form 55002012-01-01468
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01149
Total of all active and inactive participants2012-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01617
Number of participants with account balances2012-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01537
Total number of active participants reported on line 7a of the Form 55002011-01-01456
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01108
Total of all active and inactive participants2011-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01564
Number of participants with account balances2011-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-15,029,548
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,741,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,276,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,932,777
Value of total assets at end of year2022-12-31$172,363,232
Value of total assets at beginning of year2022-12-31$197,134,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$465,237
Total interest from all sources2022-12-31$8,187
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$87,917
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$6,133,421
Participant contributions at end of year2022-12-31$97,333
Participant contributions at beginning of year2022-12-31$191,244
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$67,132,430
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$81,100,160
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$982,615
Other income not declared elsewhere2022-12-31$-16,238,188
Total non interest bearing cash at end of year2022-12-31$770,483
Total non interest bearing cash at beginning of year2022-12-31$1,349,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,771,114
Value of net assets at end of year (total assets less liabilities)2022-12-31$172,363,232
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$197,134,346
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$377,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$94,896,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$104,412,365
Interest on participant loans2022-12-31$8,187
Value of interest in common/collective trusts at end of year2022-12-31$3,154,339
Value of interest in common/collective trusts at beginning of year2022-12-31$4,463,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$34,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,818,775
Net investment gain or loss from common/collective trusts2022-12-31$86,451
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$8,816,741
Employer contributions (assets) at end of year2022-12-31$6,278,594
Employer contributions (assets) at beginning of year2022-12-31$5,617,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,276,329
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 name2022-12-31KRAFTCPAS PLLC
Accountancy firm EIN2022-12-31620713250
2021 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$70,374,560
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,910,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,439,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$47,827,189
Value of total assets at end of year2021-12-31$197,134,346
Value of total assets at beginning of year2021-12-31$130,670,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$471,406
Total interest from all sources2021-12-31$12,114
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$113,440
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$5,081,555
Participant contributions at end of year2021-12-31$191,244
Participant contributions at beginning of year2021-12-31$46,464
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$81,100,160
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$52,720,417
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,990,446
Other income not declared elsewhere2021-12-31$10,950,193
Total non interest bearing cash at end of year2021-12-31$1,349,467
Total non interest bearing cash at beginning of year2021-12-31$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$66,463,696
Value of net assets at end of year (total assets less liabilities)2021-12-31$197,134,346
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$130,670,650
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$357,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$104,412,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$70,258,011
Interest on participant loans2021-12-31$12,114
Value of interest in common/collective trusts at end of year2021-12-31$4,463,464
Value of interest in common/collective trusts at beginning of year2021-12-31$4,194,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$257,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$257,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,491,820
Net investment gain or loss from common/collective trusts2021-12-31$93,244
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$7,755,188
Employer contributions (assets) at end of year2021-12-31$5,617,646
Employer contributions (assets) at beginning of year2021-12-31$3,194,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,439,458
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 name2021-12-31KRAFTCPAS PLLC
Accountancy firm EIN2021-12-31620713250
2020 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$25,014,715
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,223,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,852,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,092,374
Value of total assets at end of year2020-12-31$130,670,650
Value of total assets at beginning of year2020-12-31$112,879,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$370,814
Total interest from all sources2020-12-31$3,233
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,978,145
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$2,978,145
Administrative expenses professional fees incurred2020-12-31$109,103
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$2,896,027
Participant contributions at end of year2020-12-31$46,464
Participant contributions at beginning of year2020-12-31$100,530
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$93,876
Assets. Other investments not covered elsewhere at end of year2020-12-31$52,720,417
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$43,324,742
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$662,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$5,081,488
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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$17,791,614
Value of net assets at end of year (total assets less liabilities)2020-12-31$130,670,650
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$112,879,036
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$261,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$70,258,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$61,487,615
Interest on participant loans2020-12-31$3,233
Value of interest in common/collective trusts at end of year2020-12-31$4,194,186
Value of interest in common/collective trusts at beginning of year2020-12-31$4,363,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$257,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$226,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$226,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,758,566
Net investment gain or loss from common/collective trusts2020-12-31$100,909
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$4,533,367
Employer contributions (assets) at end of year2020-12-31$3,194,014
Employer contributions (assets) at beginning of year2020-12-31$3,283,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,852,287
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KRAFTCPAS PLLC
Accountancy firm EIN2020-12-31620713250
2019 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$28,113,129
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,292,489
Total of all expenses incurred2019-12-31$5,292,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,006,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,716,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,716,839
Value of total assets at end of year2019-12-31$112,879,036
Value of total assets at end of year2019-12-31$112,879,036
Value of total assets at beginning of year2019-12-31$90,058,396
Value of total assets at beginning of year2019-12-31$90,058,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$285,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$285,784
Total interest from all sources2019-12-31$70,637
Total interest from all sources2019-12-31$70,637
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,218,152
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,218,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$2,218,152
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,218,152
Administrative expenses professional fees incurred2019-12-31$80,786
Administrative expenses professional fees incurred2019-12-31$80,786
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,971,650
Contributions received from participants2019-12-31$2,971,650
Participant contributions at end of year2019-12-31$100,530
Participant contributions at end of year2019-12-31$100,530
Participant contributions at beginning of year2019-12-31$193,348
Participant contributions at beginning of year2019-12-31$193,348
Participant contributions at end of year2019-12-31$93,876
Participant contributions at end of year2019-12-31$93,876
Participant contributions at beginning of year2019-12-31$93,150
Participant contributions at beginning of year2019-12-31$93,150
Assets. Other investments not covered elsewhere at end of year2019-12-31$43,324,742
Assets. Other investments not covered elsewhere at end of year2019-12-31$43,324,742
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$33,180,609
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$33,180,609
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$160,660
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$160,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$8,164,205
Administrative expenses (other) incurred2019-12-31$736
Administrative expenses (other) incurred2019-12-31$736
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$91,109
Total non interest bearing cash at beginning of year2019-12-31$91,109
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
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$22,820,640
Value of net income/loss2019-12-31$22,820,640
Value of net assets at end of year (total assets less liabilities)2019-12-31$112,879,036
Value of net assets at end of year (total assets less liabilities)2019-12-31$112,879,036
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$90,058,396
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$90,058,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$204,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,487,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,487,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,540,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,540,018
Interest on participant loans2019-12-31$6,619
Interest on participant loans2019-12-31$6,619
Value of interest in common/collective trusts at end of year2019-12-31$4,363,095
Value of interest in common/collective trusts at end of year2019-12-31$4,363,095
Value of interest in common/collective trusts at beginning of year2019-12-31$16,118,268
Value of interest in common/collective trusts at beginning of year2019-12-31$16,118,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$226,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$226,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$64,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$64,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,527,674
Net investment gain or loss from common/collective trusts2019-12-31$415,622
Net investment gain or loss from common/collective trusts2019-12-31$415,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,584,529
Contributions received in cash from employer2019-12-31$4,584,529
Employer contributions (assets) at end of year2019-12-31$3,283,022
Employer contributions (assets) at end of year2019-12-31$3,283,022
Employer contributions (assets) at beginning of year2019-12-31$2,841,894
Employer contributions (assets) at beginning of year2019-12-31$2,841,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,006,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,006,705
Did the plan have assets held for investment2019-12-31Yes
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
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
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KRAFT CPAS
Accountancy firm name2019-12-31KRAFT CPAS
Accountancy firm EIN2019-12-31620713250
Accountancy firm EIN2019-12-31620713250
2018 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,907,254
Total income from all sources (including contributions)2018-12-31$156,623
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,016,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,818,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,845,610
Value of total assets at end of year2018-12-31$90,058,396
Value of total assets at beginning of year2018-12-31$98,825,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$198,013
Total interest from all sources2018-12-31$13,058
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,417,234
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$1,417,234
Administrative expenses professional fees incurred2018-12-31$44,102
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 period2018-12-31Yes
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$2,705,473
Participant contributions at end of year2018-12-31$193,348
Participant contributions at beginning of year2018-12-31$357,331
Participant contributions at end of year2018-12-31$93,150
Participant contributions at beginning of year2018-12-31$57,467
Assets. Other investments not covered elsewhere at end of year2018-12-31$33,180,609
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$38,349,824
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$86,530
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$25,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,907,254
Other income not declared elsewhere2018-12-31$-3,665,381
Total non interest bearing cash at end of year2018-12-31$91,109
Total non interest bearing cash at beginning of year2018-12-31$1,888,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,859,732
Value of net assets at end of year (total assets less liabilities)2018-12-31$90,058,396
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$96,918,128
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$153,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,540,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$53,279,731
Interest on participant loans2018-12-31$13,058
Value of interest in common/collective trusts at end of year2018-12-31$16,118,268
Value of interest in common/collective trusts at beginning of year2018-12-31$1,983,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,449,201
Net investment gain or loss from common/collective trusts2018-12-31$-1,004,697
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,053,607
Employer contributions (assets) at end of year2018-12-31$2,841,894
Employer contributions (assets) at beginning of year2018-12-31$2,883,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,818,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KRAFT CPAS
Accountancy firm EIN2018-12-31620713250
2017 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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$1,907,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$457,068
Total income from all sources (including contributions)2017-12-31$22,375,110
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,350,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,103,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,610,467
Value of total assets at end of year2017-12-31$98,825,382
Value of total assets at beginning of year2017-12-31$80,350,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$246,855
Total interest from all sources2017-12-31$14,441
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,004,370
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$5,004,370
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$2,532,607
Participant contributions at end of year2017-12-31$357,331
Participant contributions at beginning of year2017-12-31$312,512
Participant contributions at end of year2017-12-31$57,467
Participant contributions at beginning of year2017-12-31$69,630
Assets. Other investments not covered elsewhere at end of year2017-12-31$38,349,824
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$32,384,113
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,014,963
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$25,114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$21,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,907,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$457,068
Other income not declared elsewhere2017-12-31$4,866,861
Administrative expenses (other) incurred2017-12-31$2,115
Total non interest bearing cash at end of year2017-12-31$1,888,996
Total non interest bearing cash at beginning of year2017-12-31$451,498
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$17,024,508
Value of net assets at end of year (total assets less liabilities)2017-12-31$96,918,128
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$79,893,620
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$173,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$53,279,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,589,535
Interest on participant loans2017-12-31$14,441
Value of interest in common/collective trusts at end of year2017-12-31$1,983,618
Value of interest in common/collective trusts at beginning of year2017-12-31$1,928,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,837,221
Net investment gain or loss from common/collective trusts2017-12-31$41,750
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,062,897
Employer contributions (assets) at end of year2017-12-31$2,883,301
Employer contributions (assets) at beginning of year2017-12-31$2,593,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,103,747
Contract administrator fees2017-12-31$71,410
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KRAFT CPAS
Accountancy firm EIN2017-12-31620713250
2016 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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$457,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$178,456
Total income from all sources (including contributions)2016-12-31$13,070,661
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,347,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,108,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,455,574
Value of total assets at end of year2016-12-31$80,350,688
Value of total assets at beginning of year2016-12-31$69,349,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$239,140
Total interest from all sources2016-12-31$11,998
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,945,713
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$1,945,713
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$2,272,407
Participant contributions at end of year2016-12-31$312,512
Participant contributions at beginning of year2016-12-31$280,819
Participant contributions at end of year2016-12-31$69,630
Participant contributions at beginning of year2016-12-31$73,158
Assets. Other investments not covered elsewhere at end of year2016-12-31$32,384,113
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$28,117,133
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,507,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$21,356
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$457,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$178,456
Other income not declared elsewhere2016-12-31$1,234,234
Administrative expenses (other) incurred2016-12-31$150
Total non interest bearing cash at end of year2016-12-31$451,498
Total non interest bearing cash at beginning of year2016-12-31$215,145
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$10,722,748
Value of net assets at end of year (total assets less liabilities)2016-12-31$79,893,620
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$69,170,872
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$165,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,589,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,427,163
Interest on participant loans2016-12-31$11,998
Value of interest in common/collective trusts at end of year2016-12-31$1,928,759
Value of interest in common/collective trusts at beginning of year2016-12-31$1,792,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,423,097
Net investment gain or loss from common/collective trusts2016-12-31$45
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,675,322
Employer contributions (assets) at end of year2016-12-31$2,593,285
Employer contributions (assets) at beginning of year2016-12-31$2,434,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,108,773
Contract administrator fees2016-12-31$73,536
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KRAFT CPAS
Accountancy firm EIN2016-12-31620713250
2015 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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$178,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$259,740
Total income from all sources (including contributions)2015-12-31$4,219,373
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,933,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,726,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,521,088
Value of total assets at end of year2015-12-31$69,349,328
Value of total assets at beginning of year2015-12-31$68,144,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$206,928
Total interest from all sources2015-12-31$13,125
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,086,495
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$1,956,884
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$2,062,644
Participant contributions at end of year2015-12-31$280,819
Participant contributions at beginning of year2015-12-31$354,635
Participant contributions at end of year2015-12-31$73,158
Participant contributions at beginning of year2015-12-31$12,408
Assets. Other investments not covered elsewhere at end of year2015-12-31$28,117,133
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$27,640,783
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,974
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$35,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$178,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$259,740
Other income not declared elsewhere2015-12-31$-540,540
Total non interest bearing cash at end of year2015-12-31$215,145
Total non interest bearing cash at beginning of year2015-12-31$51,844
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$1,285,871
Value of net assets at end of year (total assets less liabilities)2015-12-31$69,170,872
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$67,885,001
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$148,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$36,427,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,503,464
Interest on participant loans2015-12-31$13,125
Value of interest in common/collective trusts at end of year2015-12-31$1,792,055
Value of interest in common/collective trusts at beginning of year2015-12-31$2,246,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,870,415
Net investment gain or loss from common/collective trusts2015-12-31$9,620
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,435,470
Employer contributions (assets) at end of year2015-12-31$2,434,445
Employer contributions (assets) at beginning of year2015-12-31$2,299,362
Income. Dividends from common stock2015-12-31$129,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,726,574
Contract administrator fees2015-12-31$58,112
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KRAFT CPAS
Accountancy firm EIN2015-12-31620713250
2014 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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$259,740
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$10,769,981
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,242,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,038,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,326,973
Value of total assets at end of year2014-12-31$68,144,741
Value of total assets at beginning of year2014-12-31$61,357,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$203,474
Total interest from all sources2014-12-31$17,206
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,707,423
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$2,592,030
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$1,850,177
Participant contributions at end of year2014-12-31$354,635
Participant contributions at beginning of year2014-12-31$532,900
Participant contributions at end of year2014-12-31$12,408
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$27,640,783
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$23,893,918
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$137,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$35,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$259,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-968,316
Administrative expenses (other) incurred2014-12-31$620
Total non interest bearing cash at end of year2014-12-31$51,844
Total non interest bearing cash at beginning of year2014-12-31$27,306
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$6,527,614
Value of net assets at end of year (total assets less liabilities)2014-12-31$67,885,001
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$61,357,387
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$142,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,503,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,707,223
Interest on participant loans2014-12-31$17,206
Value of interest in common/collective trusts at end of year2014-12-31$2,246,773
Value of interest in common/collective trusts at beginning of year2014-12-31$4,184,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,686,695
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$5,339,172
Employer contributions (assets) at end of year2014-12-31$2,299,362
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from common stock2014-12-31$115,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,038,893
Contract administrator fees2014-12-31$60,752
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KRAFT CPAS
Accountancy firm EIN2014-12-31620713250
2013 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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$897,696
Total income from all sources (including contributions)2013-12-31$17,730,064
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,034,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,861,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,963,107
Value of total assets at end of year2013-12-31$61,357,387
Value of total assets at beginning of year2013-12-31$55,559,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$173,694
Total interest from all sources2013-12-31$27,845
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,652,214
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$1,588,710
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$1,718,979
Participant contributions at end of year2013-12-31$532,900
Participant contributions at beginning of year2013-12-31$716,980
Assets. Other investments not covered elsewhere at end of year2013-12-31$23,893,918
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$18,851,977
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,392,572
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$698,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$897,696
Other income not declared elsewhere2013-12-31$1,779,236
Total non interest bearing cash at end of year2013-12-31$27,306
Total non interest bearing cash at beginning of year2013-12-31$1,618,075
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$6,695,293
Value of net assets at end of year (total assets less liabilities)2013-12-31$61,357,387
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$54,662,094
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$104,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,707,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,330,628
Interest on participant loans2013-12-31$27,845
Value of interest in common/collective trusts at end of year2013-12-31$4,184,425
Value of interest in common/collective trusts at beginning of year2013-12-31$2,645,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,697,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,697,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,307,662
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$2,851,556
Income. Dividends from common stock2013-12-31$63,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,861,077
Contract administrator fees2013-12-31$69,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARTER LANKFORD
Accountancy firm EIN2013-12-31810672037
2012 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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$897,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,108,907
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,213,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,024,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,386,680
Value of total assets at end of year2012-12-31$55,559,790
Value of total assets at beginning of year2012-12-31$49,766,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$189,333
Total interest from all sources2012-12-31$28,753
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,559,887
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$1,559,887
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 period2012-12-31Yes
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$1,474,994
Participant contributions at end of year2012-12-31$716,980
Participant contributions at beginning of year2012-12-31$773,794
Assets. Other investments not covered elsewhere at end of year2012-12-31$18,851,977
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$63,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$698,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$897,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$36,795
Administrative expenses (other) incurred2012-12-31$1,696
Total non interest bearing cash at end of year2012-12-31$1,618,075
Total non interest bearing cash at beginning of year2012-12-31$698,738
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$4,895,104
Value of net assets at end of year (total assets less liabilities)2012-12-31$54,662,094
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$49,766,990
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$135,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,330,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$48,294,458
Interest on participant loans2012-12-31$28,753
Value of interest in common/collective trusts at end of year2012-12-31$2,645,177
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,697,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,017,506
Net investment gain or loss from common/collective trusts2012-12-31$79,286
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,848,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,024,470
Contract administrator fees2012-12-31$51,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARTER LANKFORD
Accountancy firm EIN2012-12-31810672037
2011 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$21,955,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,098,801
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,324,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,199,987
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,550,751
Value of total assets at end of year2011-12-31$50,581,185
Value of total assets at beginning of year2011-12-31$26,850,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$124,425
Total interest from all sources2011-12-31$56,893
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,705,343
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$1,705,343
Administrative expenses professional fees incurred2011-12-31$0
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 period2011-12-31Yes
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$1,493,986
Participant contributions at end of year2011-12-31$773,794
Participant contributions at beginning of year2011-12-31$573,754
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$48,066
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$698,738
Total non interest bearing cash at beginning of year2011-12-31$33,824
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,774,389
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,581,185
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,850,825
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$103,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$49,108,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,243,247
Interest on participant loans2011-12-31$56,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,214,186
Net investment gain or loss from common/collective trusts2011-12-31$0
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$3,008,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,199,987
Contract administrator fees2011-12-31$20,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARTER LANKFORD
Accountancy firm EIN2011-12-31810672037
2010 : TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$26,825,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$24,937
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$53,361
Value of total assets at end of year2010-12-31$26,850,825
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,130
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$190
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$190
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$37,843
Participant contributions at end of year2010-12-31$573,754
Total non interest bearing cash at end of year2010-12-31$33,824
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$24,937
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,850,825
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,243,247
Interest on participant loans2010-12-31$1,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-29,744
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$15,518
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARTER LANKFORD
Accountancy firm EIN2010-12-31810672037

Form 5500 Responses for TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN

2022: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 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: TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3