401k Plan data: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST plan

ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

ORTHOPEDICS NORTHWEST PLLC has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDICS NORTHWEST PLLC

Employer identification number (EIN): 912058773

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 JOLENE JONES 2018-05-29 JOHN HWANG 2018-05-29
001 2016-01-01 JOLENE JONES 2017-05-26 JOHN HWANG 2017-05-26
001 2015-01-01 JOLENE JONES 2016-05-16 JOHN HWANG 2016-05-16
001 2014-01-01 JOLENE JONES 2015-07-22
001 2013-01-01 JOLENE JONES 2014-06-10 JOHN HWANG 2014-06-10
001 2012-01-01 JOHN HWANG 2013-05-14
001 2011-01-01 JOHN HWANG 2012-05-17
001 2010-01-01 BONEDOCS55 2011-06-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	JOLENE JONES	2018-05-29	JOHN HWANG	2018-05-29
001	2016-01-01	JOLENE JONES	2017-05-26	JOHN HWANG	2017-05-26
001	2015-01-01	JOLENE JONES	2016-05-16	JOHN HWANG	2016-05-16
001	2014-01-01	JOLENE JONES	2015-07-22
001	2013-01-01	JOLENE JONES	2014-06-10	JOHN HWANG	2014-06-10
001	2012-01-01	JOHN HWANG	2013-05-14
001	2011-01-01	JOHN HWANG	2012-05-17
001	2010-01-01	BONEDOCS55	2011-06-24

Plan Statistics for ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 78
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 40
Total of all active and inactive participants 2022-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 118
Number of participants with account balances 2022-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 83
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 38
Total of all active and inactive participants 2021-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 121
Number of participants with account balances 2021-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 97
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 126
Number of participants with account balances 2020-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 93
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 119
Number of participants with account balances 2019-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 89
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 112
Number of participants with account balances 2018-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1

Measure	Date	Value
2022: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	78
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	40
Total of all active and inactive participants	2022-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	118
Number of participants with account balances	2022-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	83
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	38
Total of all active and inactive participants	2021-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	121
Number of participants with account balances	2021-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	97
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	126
Number of participants with account balances	2020-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	93
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	119
Number of participants with account balances	2019-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	89
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	112
Number of participants with account balances	2018-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1

Financial Data on ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,145,061
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,912,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,854,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$939,626
Value of total assets at end of year	2022-12-31	$27,413,633
Value of total assets at beginning of year	2022-12-31	$33,471,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$58,638
Total interest from all sources	2022-12-31	$6,490
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$514,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$514,544
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$621,122
Participant contributions at end of year	2022-12-31	$104,495
Participant contributions at beginning of year	2022-12-31	$141,506
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,057,939
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,413,633
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,471,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$42,745
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$25,637,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$31,751,413
Interest on participant loans	2022-12-31	$6,490
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$1,671,869
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,577,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,647,191
Net investment gain or loss from common/collective trusts	2022-12-31	$41,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$303,278
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,854,240
Contract administrator fees	2022-12-31	$15,893
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,254,141
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,936,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,876,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$977,618
Value of total assets at end of year	2021-12-31	$33,471,572
Value of total assets at beginning of year	2021-12-31	$29,154,321
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$60,520
Total interest from all sources	2021-12-31	$9,064
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$463,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$463,777
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$649,869
Participant contributions at end of year	2021-12-31	$141,506
Participant contributions at beginning of year	2021-12-31	$168,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,317,251
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,471,572
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,154,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$44,545
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$31,751,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,822,896
Interest on participant loans	2021-12-31	$9,064
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$1,577,927
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,563,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,769,017
Net investment gain or loss from common/collective trusts	2021-12-31	$34,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$327,749
Employer contributions (assets) at end of year	2021-12-31	$726
Employer contributions (assets) at beginning of year	2021-12-31	$600,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,876,370
Contract administrator fees	2021-12-31	$15,975
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,362,464
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,215,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,164,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,735,171
Value of total assets at end of year	2020-12-31	$29,154,321
Value of total assets at beginning of year	2020-12-31	$25,007,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$51,676
Total interest from all sources	2020-12-31	$7,726
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$407,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$407,821
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$629,544
Participant contributions at end of year	2020-12-31	$168,183
Participant contributions at beginning of year	2020-12-31	$101,365
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$191,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,146,701
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,154,321
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,007,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$36,650
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,822,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$22,992,939
Interest on participant loans	2020-12-31	$7,726
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$1,563,240
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,313,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,176,953
Net investment gain or loss from common/collective trusts	2020-12-31	$34,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$914,471
Employer contributions (assets) at end of year	2020-12-31	$600,002
Employer contributions (assets) at beginning of year	2020-12-31	$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,164,087
Contract administrator fees	2020-12-31	$15,026
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,357,809
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$829,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$780,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,924,026
Value of total assets at end of year	2019-12-31	$25,007,620
Value of total assets at beginning of year	2019-12-31	$19,479,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$49,499
Total interest from all sources	2019-12-31	$5,903
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$477,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$477,662
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$649,551
Participant contributions at end of year	2019-12-31	$101,365
Participant contributions at beginning of year	2019-12-31	$30,173
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$9,514
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$350,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,527,910
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,007,620
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,479,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$35,031
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,992,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,726,378
Interest on participant loans	2019-12-31	$5,903
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$1,313,316
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,105,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,913,045
Net investment gain or loss from common/collective trusts	2019-12-31	$37,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$924,139
Employer contributions (assets) at end of year	2019-12-31	$600,000
Employer contributions (assets) at beginning of year	2019-12-31	$608,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$780,400
Contract administrator fees	2019-12-31	$14,468
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2019-12-31	910189318
2018 : ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$814,435
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,942,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,894,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,021,021
Value of total assets at end of year	2018-12-31	$19,479,710
Value of total assets at beginning of year	2018-12-31	$22,607,855
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$48,160
Total interest from all sources	2018-12-31	$1,958
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$369,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$369,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$537,865
Participant contributions at end of year	2018-12-31	$30,173
Participant contributions at beginning of year	2018-12-31	$49,800
Participant contributions at end of year	2018-12-31	$9,514
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$20,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,128,145
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,479,710
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,607,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$34,629
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$17,726,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,307,531
Interest on participant loans	2018-12-31	$1,958
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$1,105,627
Value of interest in common/collective trusts at beginning of year	2018-12-31	$250,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,608,041
Net investment gain or loss from common/collective trusts	2018-12-31	$30,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,462,216
Employer contributions (assets) at end of year	2018-12-31	$608,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,894,420
Contract administrator fees	2018-12-31	$13,531
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318

Form 5500 Responses for ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST

2022: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORTHOPEDICS NORTHWEST 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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ORTHOPEDICS NORTHWEST, P.C. 401(K) PROFIT SHARING PLAN [EIN = 931280904]

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Company Name:	ORTHOPEDICS NORTHWEST PLLC
Employer identification number (EIN):	912058773
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)