401k Plan data: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN plan

ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN
Plan identification number	002

ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORTHOPAEDICS OF JACKSON HOLE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDICS OF JACKSON HOLE, P.C.

Employer identification number (EIN): 830322741

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about ORTHOPAEDICS OF JACKSON HOLE, P.C.

Jurisdiction of Incorporation: Wyoming Corporations Division

Incorporation Date: 1998-06-29

Company Identification Number: 000335524

Legal Registered Office Address: PO Box 10490
555 E Broadway
Jackson
United States of America (USA)
83002

More information about ORTHOPAEDICS OF JACKSON HOLE, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 DAVID KHOURY 2021-10-13
002 2020-01-01 DAVID KHOURY 2021-06-08
002 2019-01-01 DAVID KHOURY 2020-07-20
002 2018-01-01 DAVID KHOURY 2019-10-07
002 2017-01-01
002 2016-01-01 ROBBIE CHRISTOPHER
002 2015-01-01 ROBBIE CHRISTOPHER
002 2014-01-01 ROBBIE CHRISTOPHER
002 2013-01-01 ROBBIE CHRISTOPHER
002 2012-01-01 ROBBIE CHRISTOPHER
002 2011-01-01 ROBBIE CHRISTOPHER
002 2009-01-01 GEOFFREY SKENE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	DAVID KHOURY	2021-10-13
002	2020-01-01	DAVID KHOURY	2021-06-08
002	2019-01-01	DAVID KHOURY	2020-07-20
002	2018-01-01	DAVID KHOURY	2019-10-07
002	2017-01-01
002	2016-01-01	ROBBIE CHRISTOPHER
002	2015-01-01	ROBBIE CHRISTOPHER
002	2014-01-01	ROBBIE CHRISTOPHER
002	2013-01-01	ROBBIE CHRISTOPHER
002	2012-01-01	ROBBIE CHRISTOPHER
002	2011-01-01	ROBBIE CHRISTOPHER
002	2009-01-01	GEOFFREY SKENE

Plan Statistics for ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN

Measure Date Value
2021: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-08-30 2,996,348
Acturial value of plan assets 2021-08-30 2,996,348
Funding target for retired participants and beneficiaries receiving payment 2021-08-30 0
Number of terminated vested participants 2021-08-30 12
Fundng target for terminated vested participants 2021-08-30 44,520
Active participant vested funding target 2021-08-30 2,916,768
Number of active participants 2021-08-30 28
Total funding liabilities for active participants 2021-08-30 2,916,768
Total participant count 2021-08-30 40
Total funding target for all participants 2021-08-30 2,961,288
Balance at beginning of prior year after applicable adjustments 2021-08-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-30 352,458
Carryover balanced portion elected for use to offset prior years funding requirement 2021-08-30 0
Prefunding balanced used to offset prior years funding requirement 2021-08-30 0
Amount remaining of carryover balance 2021-08-30 0
Amount remaining of prefunding balance 2021-08-30 352,458
Present value of excess contributions 2021-08-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-08-30 0
Reductions in caryover balances due to elections or deemed elections 2021-08-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-08-30 0
Balance of carryovers at beginning of current year 2021-08-30 0
Balance of prefunding at beginning of current year 2021-08-30 379,844
Total employer contributions 2021-08-30 99,499
Total employee contributions 2021-08-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-08-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-08-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-08-30 96,660
Unpaid minimum required contributions for all prior years 2021-08-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-08-30 0
Remaining amount of unpaid minimum required contributions 2021-08-30 0
Minimum required contributions for current year target normal cost 2021-08-30 0
Net shortfall amortization installment of oustanding balance 2021-08-30 0
Waiver amortization installment 2021-08-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-08-30 0
Carryover balance elected to use to offset funding requirement 2021-08-30 0
Prefunding balance elected to use to offset funding requirement 2021-08-30 0
Additional cash requirement 2021-08-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-08-30 96,660
Unpaid minimum required contributions for current year 2021-08-30 0
Unpaid minimum required contributions for all years 2021-08-30 0
2020: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,996,348
Acturial value of plan assets 2020-12-31 2,996,348
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 15
Fundng target for terminated vested participants 2020-12-31 42,395
Active participant vested funding target 2020-12-31 2,762,789
Number of active participants 2020-12-31 25
Total funding liabilities for active participants 2020-12-31 2,762,789
Total participant count 2020-12-31 40
Total funding target for all participants 2020-12-31 2,805,184
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 324,517
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 324,517
Present value of excess contributions 2020-12-31 44,742
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 44,742
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 352,458
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,582,791
Acturial value of plan assets 2019-12-31 2,582,791
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 20,300
Active participant vested funding target 2019-12-31 2,423,298
Number of active participants 2019-12-31 30
Total funding liabilities for active participants 2019-12-31 2,423,298
Total participant count 2019-12-31 39
Total funding target for all participants 2019-12-31 2,443,598
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 333,694
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 333,694
Present value of excess contributions 2019-12-31 23,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 23,095
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 324,517
Total employer contributions 2019-12-31 206,500
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 197,538
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 152,796
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 152,796
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 152,796
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 197,538
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,236,712
Acturial value of plan assets 2018-12-31 2,236,712
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 6
Fundng target for terminated vested participants 2018-12-31 3,552
Active participant vested funding target 2018-12-31 2,139,056
Number of active participants 2018-12-31 31
Total funding liabilities for active participants 2018-12-31 2,139,056
Total participant count 2018-12-31 37
Total funding target for all participants 2018-12-31 2,142,608
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 306,254
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 306,254
Present value of excess contributions 2018-12-31 91,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 91,876
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 333,694
Total employer contributions 2018-12-31 181,249
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 175,420
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 152,325
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 152,325
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 152,325
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 175,420
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,136,283
Acturial value of plan assets 2017-12-31 2,136,283
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 5,596
Active participant vested funding target 2017-12-31 1,754,693
Number of active participants 2017-12-31 29
Total funding liabilities for active participants 2017-12-31 1,754,693
Total participant count 2017-12-31 35
Total funding target for all participants 2017-12-31 1,760,289
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 306,776
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 306,776
Present value of excess contributions 2017-12-31 97,934
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 97,934
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 306,254
Total employer contributions 2017-12-31 173,303
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 163,658
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 123,024
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 71,782
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 71,782
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 163,658
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 31
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,767,304
Acturial value of plan assets 2016-12-31 1,767,304
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 6
Fundng target for terminated vested participants 2016-12-31 4,700
Active participant vested funding target 2016-12-31 1,487,391
Number of active participants 2016-12-31 27
Total funding liabilities for active participants 2016-12-31 1,487,391
Total participant count 2016-12-31 33
Total funding target for all participants 2016-12-31 1,492,091
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 307,298
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 307,298
Present value of excess contributions 2016-12-31 51,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 51,194
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 306,776
Total employer contributions 2016-12-31 226,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 213,042
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 115,108
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 115,108
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 115,108
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 213,042
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 23
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 26
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-08-30	2,996,348
Acturial value of plan assets	2021-08-30	2,996,348
Funding target for retired participants and beneficiaries receiving payment	2021-08-30	0
Number of terminated vested participants	2021-08-30	12
Fundng target for terminated vested participants	2021-08-30	44,520
Active participant vested funding target	2021-08-30	2,916,768
Number of active participants	2021-08-30	28
Total funding liabilities for active participants	2021-08-30	2,916,768
Total participant count	2021-08-30	40
Total funding target for all participants	2021-08-30	2,961,288
Balance at beginning of prior year after applicable adjustments	2021-08-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-30	352,458
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-30	0
Prefunding balanced used to offset prior years funding requirement	2021-08-30	0
Amount remaining of carryover balance	2021-08-30	0
Amount remaining of prefunding balance	2021-08-30	352,458
Present value of excess contributions	2021-08-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-08-30	0
Reductions in caryover balances due to elections or deemed elections	2021-08-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-30	0
Balance of carryovers at beginning of current year	2021-08-30	0
Balance of prefunding at beginning of current year	2021-08-30	379,844
Total employer contributions	2021-08-30	99,499
Total employee contributions	2021-08-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-30	96,660
Unpaid minimum required contributions for all prior years	2021-08-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-30	0
Remaining amount of unpaid minimum required contributions	2021-08-30	0
Minimum required contributions for current year target normal cost	2021-08-30	0
Net shortfall amortization installment of oustanding balance	2021-08-30	0
Waiver amortization installment	2021-08-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-30	0
Carryover balance elected to use to offset funding requirement	2021-08-30	0
Prefunding balance elected to use to offset funding requirement	2021-08-30	0
Additional cash requirement	2021-08-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-08-30	96,660
Unpaid minimum required contributions for current year	2021-08-30	0
Unpaid minimum required contributions for all years	2021-08-30	0
2020: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,996,348
Acturial value of plan assets	2020-12-31	2,996,348
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	15
Fundng target for terminated vested participants	2020-12-31	42,395
Active participant vested funding target	2020-12-31	2,762,789
Number of active participants	2020-12-31	25
Total funding liabilities for active participants	2020-12-31	2,762,789
Total participant count	2020-12-31	40
Total funding target for all participants	2020-12-31	2,805,184
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	324,517
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	324,517
Present value of excess contributions	2020-12-31	44,742
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	44,742
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	352,458
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,582,791
Acturial value of plan assets	2019-12-31	2,582,791
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	20,300
Active participant vested funding target	2019-12-31	2,423,298
Number of active participants	2019-12-31	30
Total funding liabilities for active participants	2019-12-31	2,423,298
Total participant count	2019-12-31	39
Total funding target for all participants	2019-12-31	2,443,598
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	333,694
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	333,694
Present value of excess contributions	2019-12-31	23,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	23,095
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	324,517
Total employer contributions	2019-12-31	206,500
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	197,538
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	152,796
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	152,796
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	152,796
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	197,538
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,236,712
Acturial value of plan assets	2018-12-31	2,236,712
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	3,552
Active participant vested funding target	2018-12-31	2,139,056
Number of active participants	2018-12-31	31
Total funding liabilities for active participants	2018-12-31	2,139,056
Total participant count	2018-12-31	37
Total funding target for all participants	2018-12-31	2,142,608
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	306,254
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	306,254
Present value of excess contributions	2018-12-31	91,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	91,876
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	333,694
Total employer contributions	2018-12-31	181,249
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	175,420
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	152,325
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	152,325
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	152,325
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	175,420
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,136,283
Acturial value of plan assets	2017-12-31	2,136,283
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	5,596
Active participant vested funding target	2017-12-31	1,754,693
Number of active participants	2017-12-31	29
Total funding liabilities for active participants	2017-12-31	1,754,693
Total participant count	2017-12-31	35
Total funding target for all participants	2017-12-31	1,760,289
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	306,776
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	306,776
Present value of excess contributions	2017-12-31	97,934
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	97,934
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	306,254
Total employer contributions	2017-12-31	173,303
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	163,658
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	123,024
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	71,782
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	71,782
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	163,658
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	31
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,767,304
Acturial value of plan assets	2016-12-31	1,767,304
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	6
Fundng target for terminated vested participants	2016-12-31	4,700
Active participant vested funding target	2016-12-31	1,487,391
Number of active participants	2016-12-31	27
Total funding liabilities for active participants	2016-12-31	1,487,391
Total participant count	2016-12-31	33
Total funding target for all participants	2016-12-31	1,492,091
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	307,298
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	307,298
Present value of excess contributions	2016-12-31	51,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	51,194
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	306,776
Total employer contributions	2016-12-31	226,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	213,042
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	115,108
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	115,108
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	115,108
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	213,042
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	23
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN

Measure	Date	Value
2017 : ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$335,986
Expenses. Total of all expenses incurred	2017-12-31	$19,704
Total plan assets at end of year	2017-12-31	$2,309,586
Total plan assets at beginning of year	2017-12-31	$1,993,304
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$162,683
Net income (gross income less expenses)	2017-12-31	$316,282
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,309,586
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,993,304
Total contributions received or receivable from employer(s)	2017-12-31	$173,303
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19,704
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$324,879
Expenses. Total of all expenses incurred	2016-12-31	$21,495
Total plan assets at end of year	2016-12-31	$1,993,304
Total plan assets at beginning of year	2016-12-31	$1,689,920
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$98,879
Net income (gross income less expenses)	2016-12-31	$303,384
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,993,304
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,689,920
Total contributions received or receivable from employer(s)	2016-12-31	$226,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$21,495
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$159,603
Expenses. Total of all expenses incurred	2015-12-31	$27,221
Benefits paid (including direct rollovers)	2015-12-31	$9,104
Total plan assets at end of year	2015-12-31	$1,689,920
Total plan assets at beginning of year	2015-12-31	$1,557,538
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-5,397
Net income (gross income less expenses)	2015-12-31	$132,382
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,689,920
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,557,538
Total contributions received or receivable from employer(s)	2015-12-31	$165,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$18,117
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$277,168
Expenses. Total of all expenses incurred	2014-12-31	$1,412,207
Benefits paid (including direct rollovers)	2014-12-31	$1,388,349
Total plan assets at end of year	2014-12-31	$1,557,538
Total plan assets at beginning of year	2014-12-31	$2,692,577
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$108,300
Net income (gross income less expenses)	2014-12-31	$-1,135,039
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,557,538
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,692,577
Total contributions received or receivable from employer(s)	2014-12-31	$168,868
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$23,858
2013 : ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$368,785
Expenses. Total of all expenses incurred	2013-12-31	$49,212
Benefits paid (including direct rollovers)	2013-12-31	$23,557
Total plan assets at end of year	2013-12-31	$2,692,577
Total plan assets at beginning of year	2013-12-31	$2,373,004
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$164,785
Net income (gross income less expenses)	2013-12-31	$319,573
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,692,577
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,373,004
Total contributions received or receivable from employer(s)	2013-12-31	$204,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$25,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$387,674
Expenses. Total of all expenses incurred	2012-12-31	$875,244
Benefits paid (including direct rollovers)	2012-12-31	$845,032
Total plan assets at end of year	2012-12-31	$2,373,004
Total plan assets at beginning of year	2012-12-31	$2,860,574
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$188,182
Net income (gross income less expenses)	2012-12-31	$-487,570
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,373,004
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,860,574
Total contributions received or receivable from employer(s)	2012-12-31	$199,492
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$30,212
2011 : ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$452,660
Expenses. Total of all expenses incurred	2011-12-31	$41,265
Benefits paid (including direct rollovers)	2011-12-31	$14,951
Total plan assets at end of year	2011-12-31	$2,820,575
Total plan assets at beginning of year	2011-12-31	$2,409,180
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$69,419
Net income (gross income less expenses)	2011-12-31	$411,395
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,820,575
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,409,180
Total contributions received or receivable from employer(s)	2011-12-31	$383,241
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$26,314
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$489,754
Expenses. Total of all expenses incurred	2010-12-31	$34,005
Benefits paid (including direct rollovers)	2010-12-31	$11,831
Total plan assets at end of year	2010-12-31	$2,409,180
Total plan assets at beginning of year	2010-12-31	$1,953,431
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$185,235
Net income (gross income less expenses)	2010-12-31	$455,749
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,409,180
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,953,431
Total contributions received or receivable from employer(s)	2010-12-31	$304,519
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$22,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN

2017: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ORTHOPAEDICS OF JACKSON HOLE, P.C. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHOPAEDICS OF JACKSON HOLE, P.C.
Employer identification number (EIN):	830322741
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Wyoming Corporations Division
Incorporation Date:	1998-06-29
Company Identification Number:	000335524
Legal Registered Office Address:	PO Box 10490 555 E Broadway Jackson United States of America (USA) 83002