OLYMPIC SPORTS & SPINE PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OLYMPIC SPORTS & SPINE PLLC 401(K) PLAN
Measure | Date | Value |
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2022 : OLYMPIC SPORTS & SPINE PLLC 401(K) PLAN 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $14,003 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,474 |
Total income from all sources (including contributions) | 2022-12-31 | $-317,185 |
Total of all expenses incurred | 2022-12-31 | $1,477,801 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,391,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,975,375 |
Value of total assets at end of year | 2022-12-31 | $11,423,823 |
Value of total assets at beginning of year | 2022-12-31 | $13,207,280 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $86,669 |
Total interest from all sources | 2022-12-31 | $3,396 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $20,525 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,395,215 |
Participant contributions at end of year | 2022-12-31 | $73,993 |
Participant contributions at beginning of year | 2022-12-31 | $70,847 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $57,863 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $14,003 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $2,474 |
Total non interest bearing cash at end of year | 2022-12-31 | $66,933 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $9,674 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,794,986 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,409,820 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,204,806 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $32,360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $10,760,600 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,660,281 |
Interest on participant loans | 2022-12-31 | $3,396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,295,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $522,297 |
Employer contributions (assets) at end of year | 2022-12-31 | $522,297 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $466,478 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,391,132 |
Contract administrator fees | 2022-12-31 | $33,784 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DWYER, PEMBERTON & COULSON, P.C. |
Accountancy firm EIN | 2022-12-31 | 911503183 |
2021 : OLYMPIC SPORTS & SPINE PLLC 401(K) PLAN 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,474 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $89 |
Total income from all sources (including contributions) | 2021-12-31 | $3,717,154 |
Total of all expenses incurred | 2021-12-31 | $429,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $324,235 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,289,790 |
Value of total assets at end of year | 2021-12-31 | $13,207,280 |
Value of total assets at beginning of year | 2021-12-31 | $9,917,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $105,118 |
Total interest from all sources | 2021-12-31 | $3,864 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $35,830 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,330,745 |
Participant contributions at end of year | 2021-12-31 | $70,847 |
Participant contributions at beginning of year | 2021-12-31 | $92,503 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $492,567 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $2,474 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $89 |
Total non interest bearing cash at end of year | 2021-12-31 | $9,674 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $15,805 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,287,801 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,204,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,917,005 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $34,107 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,660,281 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,458,747 |
Interest on participant loans | 2021-12-31 | $3,864 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,423,500 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $466,478 |
Employer contributions (assets) at end of year | 2021-12-31 | $466,478 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $350,039 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $324,235 |
Contract administrator fees | 2021-12-31 | $35,181 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DWYER, PEMBERTON & COULSON, P.C. |
Accountancy firm EIN | 2021-12-31 | 911503183 |
2020 : OLYMPIC SPORTS & SPINE PLLC 401(K) PLAN 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $89 |
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 | $2,749,368 |
Total of all expenses incurred | 2020-12-31 | $332,978 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $276,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,433,608 |
Value of total assets at end of year | 2020-12-31 | $9,917,094 |
Value of total assets at beginning of year | 2020-12-31 | $7,500,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $56,479 |
Total interest from all sources | 2020-12-31 | $2,006 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $968,454 |
Participant contributions at end of year | 2020-12-31 | $92,503 |
Participant contributions at beginning of year | 2020-12-31 | $28,705 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $114,457 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $89 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $56,479 |
Total non interest bearing cash at end of year | 2020-12-31 | $15,805 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $4,555 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,416,390 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,917,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,500,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,458,747 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,153,039 |
Interest on participant loans | 2020-12-31 | $2,006 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,313,754 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $350,697 |
Employer contributions (assets) at end of year | 2020-12-31 | $350,039 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $314,316 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $276,499 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | DWYER, PEMBERTON & COULSON, P.C. |
Accountancy firm EIN | 2020-12-31 | 911503183 |
2019 : OLYMPIC SPORTS & SPINE PLLC 401(K) PLAN 2019 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,706 |
Total income from all sources (including contributions) | 2019-12-31 | $2,553,434 |
Total of all expenses incurred | 2019-12-31 | $244,227 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $218,016 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,328,539 |
Value of total assets at end of year | 2019-12-31 | $7,500,615 |
Value of total assets at beginning of year | 2019-12-31 | $5,193,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $26,211 |
Total interest from all sources | 2019-12-31 | $2,060 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $5,646 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $874,424 |
Participant contributions at end of year | 2019-12-31 | $28,705 |
Participant contributions at beginning of year | 2019-12-31 | $39,296 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $35,835 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $139,799 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $51 |
Total non interest bearing cash at end of year | 2019-12-31 | $4,555 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,433 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,309,207 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,500,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,191,408 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,153,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,933,145 |
Interest on participant loans | 2019-12-31 | $2,060 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,222,835 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $314,316 |
Employer contributions (assets) at end of year | 2019-12-31 | $314,316 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $181,405 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $218,016 |
Contract administrator fees | 2019-12-31 | $20,565 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,655 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DWYER, PEMBERTON & COULSON, P.C. |
Accountancy firm EIN | 2019-12-31 | 911503183 |