?>
Logo

THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 401k Plan overview

Plan NameTHE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN
Plan identification number 002

THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE ORTHOPEDIC CLINIC ASSOCIATION, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE ORTHOPEDIC CLINIC ASSOCIATION, P.C.
Employer identification number (EIN):860087236
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHUCK RIBBE
0022016-01-01CHUCK RIBBE
0022015-01-01JON ZOLTAN JON ZOLTAN2016-10-17
0022014-01-01JON ZOLTAN THE ORTHOPEDIC CLINIC ASSOCIATION2015-10-14
0022013-01-01KENDRA BALAZS
0022012-01-01KENDRA BALAZS
0022011-01-01KENDRA BALAZS
0022010-01-01KENDRA BALAZS KENDRA BALAZS2011-10-05
0022009-01-01 KENDRA BALAZS2010-09-15
0022009-01-01KENDRA BALAZS

Plan Statistics for THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN

401k plan membership statisitcs for THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN

Measure Date Value
2020: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01203
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01246
Total number of active participants reported on line 7a of the Form 55002019-01-01123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01203
Number of participants with account balances2019-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01223
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0199
Total of all active and inactive participants2018-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01246
Number of participants with account balances2018-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01232
Total number of active participants reported on line 7a of the Form 55002017-01-01136
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01223
Number of participants with account balances2017-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01223
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01211
Number of participants with account balances2016-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01242
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01222
Number of participants with account balances2015-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01263
Total number of active participants reported on line 7a of the Form 55002014-01-01160
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01242
Number of participants with account balances2014-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01201
Total number of active participants reported on line 7a of the Form 55002013-01-01168
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01209
Number of participants with account balances2013-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01232
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01186
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01201
Number of participants with account balances2011-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01191
Total number of active participants reported on line 7a of the Form 55002010-01-01136
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0147
Total of all active and inactive participants2010-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01183
Number of participants with account balances2010-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01189
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01172
Number of participants with account balances2009-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN

Measure Date Value
2020 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$18,955,772
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$2,185,303
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,603,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,463,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$275,829
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$22,373,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$139,414
Total interest from all sources2020-12-31$3,155
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$130,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$130,559
Administrative expenses professional fees incurred2020-12-31$139,414
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$143,247
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$84,054
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,017,309
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,900
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$3,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-3,418,040
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,373,812
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,332,656
Interest on participant loans2020-12-31$3,155
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$15,264,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,775,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$114,682
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$672,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,463,929
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSENALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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$6,211,451
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,500,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,374,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,910,658
Value of total assets at end of year2019-12-31$22,373,812
Value of total assets at beginning of year2019-12-31$20,662,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$125,868
Total interest from all sources2019-12-31$3,460
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$203,647
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$203,647
Administrative expenses professional fees incurred2019-12-31$125,868
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$488,077
Participant contributions at end of year2019-12-31$84,054
Participant contributions at beginning of year2019-12-31$137,696
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,017,309
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,285,125
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,750,729
Total non interest bearing cash at end of year2019-12-31$3,174
Total non interest bearing cash at beginning of year2019-12-31$24,799
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$1,711,364
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,373,812
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,662,448
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,332,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,092,199
Interest on participant loans2019-12-31$3,460
Value of interest in common/collective trusts at end of year2019-12-31$15,264,046
Value of interest in common/collective trusts at beginning of year2019-12-31$13,355,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,093,686
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$671,852
Employer contributions (assets) at end of year2019-12-31$672,573
Employer contributions (assets) at beginning of year2019-12-31$767,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,374,219
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSENALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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$0
Total income from all sources (including contributions)2018-12-31$-601,278
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,583,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,446,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,334,911
Value of total assets at end of year2018-12-31$20,662,448
Value of total assets at beginning of year2018-12-31$23,846,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$136,756
Total interest from all sources2018-12-31$6,126
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$55,199
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$55,199
Administrative expenses professional fees incurred2018-12-31$84,985
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$560,827
Participant contributions at end of year2018-12-31$137,696
Participant contributions at beginning of year2018-12-31$115,324
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$5,435
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,285,125
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,259,788
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,017
Other income not declared elsewhere2018-12-31$-1,132,417
Total non interest bearing cash at end of year2018-12-31$24,799
Total non interest bearing cash at beginning of year2018-12-31$133,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,184,398
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,662,448
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,846,846
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$51,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,092,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,904,008
Interest on participant loans2018-12-31$6,126
Value of interest in common/collective trusts at end of year2018-12-31$13,355,562
Value of interest in common/collective trusts at beginning of year2018-12-31$14,592,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-188,720
Net investment gain or loss from common/collective trusts2018-12-31$-676,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$767,067
Employer contributions (assets) at end of year2018-12-31$767,067
Employer contributions (assets) at beginning of year2018-12-31$836,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,446,364
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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$4,126,053
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,538,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,422,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,336,670
Value of total assets at end of year2017-12-31$23,846,846
Value of total assets at beginning of year2017-12-31$21,258,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$115,974
Total interest from all sources2017-12-31$5,501
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$57,368
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$57,368
Administrative expenses professional fees incurred2017-12-31$115,974
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$498,035
Participant contributions at end of year2017-12-31$115,324
Participant contributions at beginning of year2017-12-31$205,618
Participant contributions at end of year2017-12-31$5,435
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,259,788
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,157,320
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,965
Other income not declared elsewhere2017-12-31$393,137
Total non interest bearing cash at end of year2017-12-31$133,588
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,587,965
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,846,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,258,881
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,904,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,826,868
Interest on participant loans2017-12-31$5,501
Value of interest in common/collective trusts at end of year2017-12-31$14,592,033
Value of interest in common/collective trusts at beginning of year2017-12-31$13,849,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$353,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$353,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,331,507
Net investment gain or loss from common/collective trusts2017-12-31$1,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$836,670
Employer contributions (assets) at end of year2017-12-31$836,670
Employer contributions (assets) at beginning of year2017-12-31$865,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,422,114
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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$2,874,451
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,536,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,429,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,587,499
Value of total assets at end of year2016-12-31$21,258,881
Value of total assets at beginning of year2016-12-31$19,920,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$107,177
Total interest from all sources2016-12-31$7,903
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$210,512
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$210,512
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$712,138
Participant contributions at end of year2016-12-31$205,618
Participant contributions at beginning of year2016-12-31$164,903
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$25,975
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,157,320
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,093,336
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,548
Administrative expenses (other) incurred2016-12-31$321
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$448,232
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$1,338,082
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,258,881
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,920,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$77,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,826,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,901,857
Interest on participant loans2016-12-31$7,903
Value of interest in common/collective trusts at end of year2016-12-31$13,849,486
Value of interest in common/collective trusts at beginning of year2016-12-31$13,352,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$353,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,057,222
Net investment gain or loss from common/collective trusts2016-12-31$11,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$865,813
Employer contributions (assets) at end of year2016-12-31$865,813
Employer contributions (assets) at beginning of year2016-12-31$933,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,429,192
Contract administrator fees2016-12-31$29,556
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EVERS ROBINSON LTD
Accountancy firm EIN2016-12-31860715183
2015 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,615,267
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,117,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,073,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,710,532
Value of total assets at end of year2015-12-31$19,920,799
Value of total assets at beginning of year2015-12-31$19,423,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,101
Total interest from all sources2015-12-31$4,896
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$192,802
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$192,802
Administrative expenses professional fees incurred2015-12-31$44,101
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$763,736
Participant contributions at end of year2015-12-31$164,903
Participant contributions at beginning of year2015-12-31$107,757
Participant contributions at end of year2015-12-31$25,975
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,093,336
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,993,356
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,275
Other income not declared elsewhere2015-12-31$-302,077
Total non interest bearing cash at end of year2015-12-31$448,232
Total non interest bearing cash at beginning of year2015-12-31$45,148
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$497,786
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,920,799
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,423,013
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,901,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$753,602
Interest on participant loans2015-12-31$4,896
Value of interest in common/collective trusts at end of year2015-12-31$13,352,975
Value of interest in common/collective trusts at beginning of year2015-12-31$13,489,014
Net investment gain or loss from common/collective trusts2015-12-31$9,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$933,521
Employer contributions (assets) at end of year2015-12-31$933,521
Employer contributions (assets) at beginning of year2015-12-31$1,034,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,073,380
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EVERS ROBINSON LTD
Accountancy firm EIN2015-12-31860715183
2014 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,787
Total income from all sources (including contributions)2014-12-31$2,679,137
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,072,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,055,172
Expenses. Certain deemed distributions of participant loans2014-12-31$14,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,739,801
Value of total assets at end of year2014-12-31$19,423,013
Value of total assets at beginning of year2014-12-31$18,819,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,054
Total interest from all sources2014-12-31$4,877
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,726
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$14,726
Administrative expenses professional fees incurred2014-12-31$3,054
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$673,065
Participant contributions at end of year2014-12-31$107,757
Participant contributions at beginning of year2014-12-31$125,505
Participant contributions at beginning of year2014-12-31$97,766
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,993,356
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,066,271
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$31,610
Other income not declared elsewhere2014-12-31$10,110
Liabilities. Value of operating payables at beginning of year2014-12-31$600
Total non interest bearing cash at end of year2014-12-31$45,148
Total non interest bearing cash at beginning of year2014-12-31$2,818
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$606,690
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,423,013
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,816,323
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$753,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$454,358
Interest on participant loans2014-12-31$4,877
Value of interest in common/collective trusts at end of year2014-12-31$13,489,014
Value of interest in common/collective trusts at beginning of year2014-12-31$14,097,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$557,864
Net investment gain or loss from common/collective trusts2014-12-31$351,759
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,035,126
Employer contributions (assets) at end of year2014-12-31$1,034,136
Employer contributions (assets) at beginning of year2014-12-31$974,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,055,172
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,187
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EVERS ROBINSON LTD
Accountancy firm EIN2014-12-31860715183
2013 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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$2,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$475
Total income from all sources (including contributions)2013-12-31$4,119,509
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$524,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$521,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,904,568
Value of total assets at end of year2013-12-31$18,819,110
Value of total assets at beginning of year2013-12-31$15,221,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,675
Total interest from all sources2013-12-31$6,047
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,214
Administrative expenses professional fees incurred2013-12-31$2,675
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$693,475
Participant contributions at end of year2013-12-31$125,505
Participant contributions at beginning of year2013-12-31$157,486
Participant contributions at end of year2013-12-31$97,766
Participant contributions at beginning of year2013-12-31$93,543
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,066,271
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,539,474
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$236,328
Other income not declared elsewhere2013-12-31$308,400
Liabilities. Value of operating payables at end of year2013-12-31$600
Liabilities. Value of operating payables at beginning of year2013-12-31$475
Total non interest bearing cash at end of year2013-12-31$2,818
Total non interest bearing cash at beginning of year2013-12-31$554
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$3,595,304
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,816,323
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,221,019
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$454,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$341,267
Interest on participant loans2013-12-31$6,047
Value of interest in common/collective trusts at end of year2013-12-31$14,097,627
Value of interest in common/collective trusts at beginning of year2013-12-31$11,171,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$59,047
Net investment gain or loss from common/collective trusts2013-12-31$1,833,233
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$974,765
Employer contributions (assets) at end of year2013-12-31$974,765
Employer contributions (assets) at beginning of year2013-12-31$917,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$521,530
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,187
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EVERS ROBINSON LTD
Accountancy firm EIN2013-12-31860715183
2012 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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$475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,000
Total income from all sources (including contributions)2012-12-31$2,864,611
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$571,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$568,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,493,276
Value of total assets at end of year2012-12-31$15,221,494
Value of total assets at beginning of year2012-12-31$12,929,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,140
Total interest from all sources2012-12-31$5,011
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,413
Administrative expenses professional fees incurred2012-12-31$3,140
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$565,325
Participant contributions at end of year2012-12-31$157,486
Participant contributions at beginning of year2012-12-31$84,852
Participant contributions at end of year2012-12-31$93,543
Participant contributions at beginning of year2012-12-31$60,231
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,539,474
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,336,785
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,059
Other income not declared elsewhere2012-12-31$87,792
Liabilities. Value of operating payables at end of year2012-12-31$475
Liabilities. Value of operating payables at beginning of year2012-12-31$1,000
Total non interest bearing cash at end of year2012-12-31$554
Total non interest bearing cash at beginning of year2012-12-31$1,030
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$2,292,929
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,221,019
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,928,090
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$341,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,314,278
Interest on participant loans2012-12-31$5,011
Value of interest in common/collective trusts at end of year2012-12-31$11,171,278
Value of interest in common/collective trusts at beginning of year2012-12-31$478,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-1,899
Net investment gain or loss from common/collective trusts2012-12-31$1,273,018
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$917,892
Employer contributions (assets) at end of year2012-12-31$917,892
Employer contributions (assets) at beginning of year2012-12-31$653,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$568,542
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EVERS ROBINSON LTD
Accountancy firm EIN2012-12-31860715183
2011 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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$1,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$175
Total income from all sources (including contributions)2011-12-31$1,169,051
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$770,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$766,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,480,080
Value of total assets at end of year2011-12-31$12,929,090
Value of total assets at beginning of year2011-12-31$12,529,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,250
Total interest from all sources2011-12-31$4,826
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,081
Administrative expenses professional fees incurred2011-12-31$3,250
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$534,670
Participant contributions at end of year2011-12-31$84,852
Participant contributions at beginning of year2011-12-31$97,212
Participant contributions at end of year2011-12-31$60,231
Participant contributions at beginning of year2011-12-31$38,011
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,336,785
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,752,351
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$85,512
Other income not declared elsewhere2011-12-31$-88,657
Liabilities. Value of operating payables at end of year2011-12-31$1,000
Liabilities. Value of operating payables at beginning of year2011-12-31$175
Total non interest bearing cash at end of year2011-12-31$1,030
Total non interest bearing cash at beginning of year2011-12-31$69,923
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$398,992
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,928,090
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,529,098
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,314,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,427,857
Interest on participant loans2011-12-31$4,826
Value of interest in common/collective trusts at end of year2011-12-31$478,832
Value of interest in common/collective trusts at beginning of year2011-12-31$261,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-241,075
Net investment gain or loss from common/collective trusts2011-12-31$10,796
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$859,898
Employer contributions (assets) at end of year2011-12-31$653,082
Employer contributions (assets) at beginning of year2011-12-31$882,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$766,809
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EVERS ROBINSON LTD
Accountancy firm EIN2011-12-31860715183
2010 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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$175
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$2,791,985
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$183,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$181,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,573,332
Value of total assets at end of year2010-12-31$12,529,273
Value of total assets at beginning of year2010-12-31$9,920,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,193
Total interest from all sources2010-12-31$5,484
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$892
Administrative expenses professional fees incurred2010-12-31$2,193
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$529,211
Participant contributions at end of year2010-12-31$97,212
Participant contributions at beginning of year2010-12-31$77,263
Participant contributions at end of year2010-12-31$38,011
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,752,351
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,512,020
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$161,945
Other income not declared elsewhere2010-12-31$63,088
Liabilities. Value of operating payables at end of year2010-12-31$175
Total non interest bearing cash at end of year2010-12-31$69,923
Total non interest bearing cash at beginning of year2010-12-31$73,933
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$2,608,406
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,529,098
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,920,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,427,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,447,530
Interest on participant loans2010-12-31$5,484
Value of interest in common/collective trusts at end of year2010-12-31$261,743
Value of interest in common/collective trusts at beginning of year2010-12-31$281,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,139,334
Net investment gain or loss from common/collective trusts2010-12-31$9,855
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$882,176
Employer contributions (assets) at end of year2010-12-31$882,176
Employer contributions (assets) at beginning of year2010-12-31$528,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$181,386
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EVERS ROBINSON LTD
Accountancy firm EIN2010-12-31860715183
2009 : THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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 THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN

2020: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
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: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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: THE ORTHOPEDIC CLINIC ASSOCIATION, PC PROFIT SHARING THRIFT 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

Potentially related plans

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

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

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

See full terms and conditions

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