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SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SPORTSMED ORTHOPAEDIC SPECIALISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SPORTSMED ORTHOPAEDIC SPECIALISTS, P.C.
Employer identification number (EIN):631262177
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01DAVID NEWSOM
0012017-01-01
0012016-01-01H COBB ALEXANDER H COBB ALEXANDER2018-09-18
0012016-01-01
0012015-01-01COBB ALEXANDER COBB ALEXANDER2016-10-17
0012015-01-01 H COBB ALEXANDER2019-11-12
0012014-01-01COBB ALEXANDER COBB ALEXANDER2016-10-17
0012014-01-01H COBB ALEXANDER H COBB ALEXANDER2015-10-16
0012013-01-01H.COBB ALEXANDER, MD
0012012-01-01H.COBB ALEXANDER, MD
0012011-01-01H.COBB ALEXANDER, MD
0012010-01-01H.COBB ALEXANDER, MD
0012009-01-01H.COBB ALEXANDER, MD H.COBB ALEXANDER, MD2010-10-15

Plan Statistics for SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01161
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01389
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01156
Total of all active and inactive participants2022-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01161
Number of participants with account balances2022-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01348
Total number of active participants reported on line 7a of the Form 55002021-01-01217
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01153
Total of all active and inactive participants2021-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01379
Number of participants with account balances2021-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01287
Total number of active participants reported on line 7a of the Form 55002020-01-01225
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01348
Number of participants with account balances2020-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01322
Total number of active participants reported on line 7a of the Form 55002019-01-01198
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0182
Total of all active and inactive participants2019-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01287
Number of participants with account balances2019-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01306
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01114
Total of all active and inactive participants2018-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01322
Number of participants with account balances2018-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01270
Total number of active participants reported on line 7a of the Form 55002017-01-01193
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-0196
Total of all active and inactive participants2017-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01306
Number of participants with account balances2017-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-01176
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0171
Total of all active and inactive participants2016-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01257
Number of participants with account balances2016-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01176
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01166
Number of participants with account balances2015-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01190
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01167
Number of participants with account balances2014-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01171
Total number of active participants reported on line 7a of the Form 55002013-01-01135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01167
Total participants2013-01-01167
Number of participants with account balances2013-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01174
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01166
Number of participants with account balances2012-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01164
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01163
Number of participants with account balances2011-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01154
Total number of active participants reported on line 7a of the Form 55002010-01-01129
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01149
Number of participants with account balances2010-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01133
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01138
Number of participants with account balances2009-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$0
Total income from all sources (including contributions)2023-11-30$10,310
Total loss/gain on sale of assets2023-11-30$0
Total of all expenses incurred2023-11-30$2,743,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-11-30$2,731,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-11-30$0
Value of total assets at end of year2023-11-30$0
Value of total assets at beginning of year2023-11-30$2,733,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-11-30$11,912
Total interest from all sources2023-11-30$702
Total dividends received (eg from common stock, registered investment company shares)2023-11-30$3,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-11-30$0
Total dividends received from registered investment company shares (eg mutual funds)2023-11-30$3,949
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-11-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-11-30$7,471
Was this plan covered by a fidelity bond2023-11-30Yes
Value of fidelity bond cover2023-11-30$500,000
If this is an individual account plan, was there a blackout period2023-11-30No
Were there any nonexempt tranactions with any party-in-interest2023-11-30No
Participant contributions at end of year2023-11-30$0
Participant contributions at beginning of year2023-11-30$36,975
Assets. Other investments not covered elsewhere at end of year2023-11-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-11-30$1,469,419
Other income not declared elsewhere2023-11-30$10,367
Total non interest bearing cash at end of year2023-11-30$0
Total non interest bearing cash at beginning of year2023-11-30$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Value of net income/loss2023-11-30$-2,733,243
Value of net assets at end of year (total assets less liabilities)2023-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2023-11-30$2,733,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-11-30No
Were any leases to which the plan was party in default or uncollectible2023-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-11-30$1,219,253
Interest on participant loans2023-11-30$702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-11-30$-4,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-11-30No
Was there a failure to transmit to the plan any participant contributions2023-11-30No
Has the plan failed to provide any benefit when due under the plan2023-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-11-30$2,731,641
Contract administrator fees2023-11-30$11,912
Did the plan have assets held for investment2023-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-11-30Yes
Opinion of an independent qualified public accountant for this plan2023-11-30Unqualified
Accountancy firm name2023-11-30FORVIS, LLP
Accountancy firm EIN2023-11-30440160260
2022 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-4,088,288
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,424,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,305,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$706,562
Value of total assets at end of year2022-12-31$2,733,243
Value of total assets at beginning of year2022-12-31$28,246,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$119,904
Total interest from all sources2022-12-31$3,795
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$352,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$352,503
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$7,471
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$563,471
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$492,455
Participant contributions at end of year2022-12-31$36,975
Participant contributions at beginning of year2022-12-31$143,999
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,469,419
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,069,888
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,897
Other income not declared elsewhere2022-12-31$-3,386,591
Total non interest bearing cash at end of year2022-12-31$125
Total non interest bearing cash at beginning of year2022-12-31$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,513,223
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,733,243
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,246,466
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$16,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,219,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,394,412
Interest on participant loans2022-12-31$3,795
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$88,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,764,557
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$212,210
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$986,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,305,031
Contract administrator fees2022-12-31$103,900
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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$5,435,335
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,097,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,954,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,098,601
Value of total assets at end of year2021-12-31$28,246,466
Value of total assets at beginning of year2021-12-31$24,908,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$143,289
Total interest from all sources2021-12-31$8,198
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$524,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$524,084
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$563,471
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$507,871
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,006,555
Participant contributions at end of year2021-12-31$143,999
Participant contributions at beginning of year2021-12-31$174,423
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$39,365
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,069,888
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,120,319
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$105,270
Other income not declared elsewhere2021-12-31$1,734,768
Total non interest bearing cash at end of year2021-12-31$96
Total non interest bearing cash at beginning of year2021-12-31$85
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$3,337,630
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,246,466
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,908,836
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$16,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,394,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,949,405
Interest on participant loans2021-12-31$8,198
Value of interest in common/collective trusts at end of year2021-12-31$88,326
Value of interest in common/collective trusts at beginning of year2021-12-31$81,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,069,684
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$986,776
Employer contributions (assets) at end of year2021-12-31$986,274
Employer contributions (assets) at beginning of year2021-12-31$1,035,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,954,416
Contract administrator fees2021-12-31$127,192
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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$5,339,355
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,773,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,669,243
Value of total corrective distributions2020-12-31$2,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,087,959
Value of total assets at end of year2020-12-31$24,908,836
Value of total assets at beginning of year2020-12-31$22,342,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,732
Total interest from all sources2020-12-31$6,029
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$490,646
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$490,646
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$507,871
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$588,871
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$917,644
Participant contributions at end of year2020-12-31$174,423
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$39,365
Participant contributions at beginning of year2020-12-31$33,613
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,120,319
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,861,186
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$135,142
Other income not declared elsewhere2020-12-31$1,856,996
Total non interest bearing cash at end of year2020-12-31$85
Total non interest bearing cash at beginning of year2020-12-31$33
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$2,566,348
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,908,836
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,342,488
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$16,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,949,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,803,416
Interest on participant loans2020-12-31$6,029
Value of interest in common/collective trusts at end of year2020-12-31$81,888
Value of interest in common/collective trusts at beginning of year2020-12-31$77,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$897,725
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,035,173
Employer contributions (assets) at end of year2020-12-31$1,035,480
Employer contributions (assets) at beginning of year2020-12-31$978,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,669,243
Contract administrator fees2020-12-31$85,570
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,300,022
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$620,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$504,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,765,893
Value of total assets at end of year2019-12-31$22,342,488
Value of total assets at beginning of year2019-12-31$16,662,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$115,664
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$513,318
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$513,318
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$588,871
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$358,070
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$818,810
Participant contributions at end of year2019-12-31$33,613
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,861,186
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,815,207
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$605
Other income not declared elsewhere2019-12-31$2,791,497
Total non interest bearing cash at end of year2019-12-31$33
Total non interest bearing cash at beginning of year2019-12-31$26
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$5,679,778
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,342,488
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,662,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,803,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,386,917
Value of interest in common/collective trusts at end of year2019-12-31$77,129
Value of interest in common/collective trusts at beginning of year2019-12-31$102,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,229,286
Net investment gain or loss from common/collective trusts2019-12-31$28
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$946,478
Employer contributions (assets) at end of year2019-12-31$978,240
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$504,580
Contract administrator fees2019-12-31$97,658
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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$0
Total income from all sources (including contributions)2018-12-31$149,726
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,087,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,097,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,311,135
Value of total assets at end of year2018-12-31$21,070,514
Value of total assets at beginning of year2018-12-31$23,008,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$989,799
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$56,738
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$262,949
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$358,070
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$358,070
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$733,352
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,526,387
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,186,590
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,976
Other income not declared elsewhere2018-12-31$-927,131
Total non interest bearing cash at end of year2018-12-31$26
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,938,064
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,070,514
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,008,578
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$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,441,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,815,405
Interest on participant loans2018-12-31$188
Value of interest in common/collective trusts at end of year2018-12-31$102,490
Value of interest in common/collective trusts at beginning of year2018-12-31$6,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,291,016
Net investment gain or loss from common/collective trusts2018-12-31$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,543,807
Income. Dividends from common stock2018-12-31$56,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,097,991
Contract administrator fees2018-12-31$971,799
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$30,451
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DIXON, HUGHES, GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,022,215
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$392,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$303,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,790,839
Value of total assets at end of year2017-12-31$23,008,578
Value of total assets at beginning of year2017-12-31$19,378,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$89,174
Total interest from all sources2017-12-31$1,174
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$477,727
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$477,727
Administrative expenses professional fees incurred2017-12-31$17,877
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,128,682
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,186,590
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,211,184
Other income not declared elsewhere2017-12-31$108,819
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$3,629,686
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,008,578
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,378,892
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
Assets. partnership/joint venture interests at end of year2017-12-31$30,451
Assets. partnership/joint venture interests at beginning of year2017-12-31$30,451
Investment advisory and management fees2017-12-31$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,821,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,167,708
Interest on participant loans2017-12-31$1,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,643,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$662,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$303,355
Contract administrator fees2017-12-31$54,797
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$358,070
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$358,070
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HALL,ALBRIGHT,GARRISON & ASSOC
Accountancy firm EIN2017-12-31263659843
2016 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,731,076
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$953,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$631,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,129,308
Value of total assets at end of year2016-12-31$16,686,653
Value of total assets at beginning of year2016-12-31$14,908,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$321,420
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$65,785
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$65,785
Administrative expenses professional fees incurred2016-12-31$4,830
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$409,838
Assets. Other investments not covered elsewhere at end of year2016-12-31$12,805,070
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,691,772
Other income not declared elsewhere2016-12-31$1,482,649
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$1,777,899
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,686,653
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,908,754
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
Assets. partnership/joint venture interests at end of year2016-12-31$30,451
Assets. partnership/joint venture interests at beginning of year2016-12-31$30,451
Investment advisory and management fees2016-12-31$31,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,881,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,216,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$53,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$719,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$631,757
Contract administrator fees2016-12-31$290,158
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$358,070
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$358,070
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HALL,ALBRIGHT, GARRISON, & ASSOC
Accountancy firm EIN2016-12-31263659843
2015 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$86,529
Total income from all sources (including contributions)2015-12-31$6,259,554
Total of all expenses incurred2015-12-31$724,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$632,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,022,742
Value of total assets at end of year2015-12-31$20,250,315
Value of total assets at beginning of year2015-12-31$14,801,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$91,786
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$91,435
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$91,435
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$358,211
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$998,644
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$5,535,089
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,250,315
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,715,226
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$29,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,526,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,612,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-525,153
Net investment gain or loss from common/collective trusts2015-12-31$4,670,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,024,098
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$786,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$632,679
Contract administrator fees2015-12-31$62,655
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$6,724,054
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$44,358
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$86,529
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
2014 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-141
Total unrealized appreciation/depreciation of assets2014-12-31$-141
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$86,529
Total income from all sources (including contributions)2014-12-31$3,311,547
Total of all expenses incurred2014-12-31$2,119,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,073,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,083,027
Value of total assets at end of year2014-12-31$14,801,755
Value of total assets at beginning of year2014-12-31$13,523,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,831
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$23,850
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$23,850
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$358,211
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$3,743,700
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$419,347
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,732,741
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$1,870,862
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$708,948
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$1,191,938
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,715,226
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,523,288
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
Assets. partnership/joint venture interests at end of year2014-12-31$30,451
Investment advisory and management fees2014-12-31$45,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,612,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,904,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$237,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$237,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$333,808
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$663,680
Employer contributions (assets) at end of year2014-12-31$786,412
Employer contributions (assets) at beginning of year2014-12-31$884,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,073,778
Contract administrator fees2014-12-31$665
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$44,358
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$44,358
Liabilities. Value of benefit claims payable at end of year2014-12-31$86,529
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HALL,ALBRIGHT,GARRISON & ASSOC
Accountancy firm EIN2014-12-31263659843
2013 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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$0
Total income from all sources (including contributions)2013-12-31$2,954,264
Total loss/gain on sale of assets2013-12-31$734,865
Total of all expenses incurred2013-12-31$829,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$789,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,382,053
Value of total assets at end of year2013-12-31$13,523,288
Value of total assets at beginning of year2013-12-31$11,398,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,377
Total interest from all sources2013-12-31$426,670
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$40,377
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$495,843
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$4,438
Total non interest bearing cash at end of year2013-12-31$708,948
Total non interest bearing cash at beginning of year2013-12-31$693,976
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$2,124,341
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,523,288
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,398,947
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
Assets. partnership/joint venture interests at end of year2013-12-31$44,358
Assets. partnership/joint venture interests at beginning of year2013-12-31$45,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,904,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,132,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$237,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$107,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$107,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$426,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$410,676
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$886,210
Employer contributions (assets) at end of year2013-12-31$884,103
Employer contributions (assets) at beginning of year2013-12-31$878,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$789,546
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,743,700
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,537,425
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
Aggregate proceeds on sale of assets2013-12-31$734,865
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HALL,ALBRIGHT,GARRISON & ASSOC
Accountancy firm EIN2013-12-31263659843
2012 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,298,835
Total loss/gain on sale of assets2012-12-31$405,172
Total of all expenses incurred2012-12-31$248,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$226,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,382,193
Value of total assets at end of year2012-12-31$11,398,947
Value of total assets at beginning of year2012-12-31$9,348,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,772
Total interest from all sources2012-12-31$249,795
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$22,772
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$524,838
Participant contributions at end of year2012-12-31$4,438
Participant contributions at beginning of year2012-12-31$13,175
Total non interest bearing cash at end of year2012-12-31$693,976
Total non interest bearing cash at beginning of year2012-12-31$590,184
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$2,050,014
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,398,947
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,348,933
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
Assets. partnership/joint venture interests at end of year2012-12-31$45,204
Assets. partnership/joint venture interests at beginning of year2012-12-31$58,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,132,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,413,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$107,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$71,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$71,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$249,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$261,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$857,355
Employer contributions (assets) at end of year2012-12-31$878,839
Employer contributions (assets) at beginning of year2012-12-31$863,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$226,049
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,537,425
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,339,342
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
Aggregate proceeds on sale of assets2012-12-31$405,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HALL,ALBRIGHT,GARRISON & ASSOC
Accountancy firm EIN2012-12-31263659843
2011 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,161
Total income from all sources (including contributions)2011-12-31$1,298,199
Total loss/gain on sale of assets2011-12-31$-139,405
Total of all expenses incurred2011-12-31$176,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$150,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,369,373
Value of total assets at end of year2011-12-31$9,348,933
Value of total assets at beginning of year2011-12-31$8,238,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,721
Total interest from all sources2011-12-31$189,396
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$472,909
Participant contributions at end of year2011-12-31$13,175
Participant contributions at beginning of year2011-12-31$23,499
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$11,161
Administrative expenses (other) incurred2011-12-31$25,721
Total non interest bearing cash at end of year2011-12-31$590,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,121,592
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,348,933
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,227,341
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
Assets. partnership/joint venture interests at end of year2011-12-31$58,085
Assets. partnership/joint venture interests at beginning of year2011-12-31$67,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,413,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,427,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$71,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$50,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$50,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$189,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-121,165
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$863,448
Employer contributions (assets) at end of year2011-12-31$863,448
Employer contributions (assets) at beginning of year2011-12-31$794,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$150,886
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,339,342
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,874,992
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-139,405
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HALL, ALBRIGHT, GARRISON & ASSOC
Accountancy firm EIN2011-12-31263659843
2010 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,161
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$1,867,920
Total loss/gain on sale of assets2010-12-31$320,246
Total of all expenses incurred2010-12-31$223,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$194,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,206,140
Value of total assets at end of year2010-12-31$8,238,502
Value of total assets at beginning of year2010-12-31$6,582,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,031
Total interest from all sources2010-12-31$129,858
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$399,022
Participant contributions at end of year2010-12-31$23,499
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$12,606
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$8,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$11,161
Administrative expenses (other) incurred2010-12-31$29,031
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$1,644,499
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,227,341
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,582,842
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
Assets. partnership/joint venture interests at end of year2010-12-31$67,325
Assets. partnership/joint venture interests at beginning of year2010-12-31$69,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,427,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,379,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$50,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$667,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$667,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$129,858
Asset value of US Government securities at beginning of year2010-12-31$21,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$211,676
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$794,512
Employer contributions (assets) at end of year2010-12-31$794,512
Employer contributions (assets) at beginning of year2010-12-31$686,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$185,517
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,874,992
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,758,756
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
Aggregate proceeds on sale of assets2010-12-31$320,246
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HALL, ALBRIGHT, GARRISON & ASSOC
Accountancy firm EIN2010-12-31263659843
2009 : SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

2023: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 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: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SPORTSMED ORTHOPAEDIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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