?>
Plan Name | SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SOUTHERN OREGON ORTHOPEDICS, INC. |
Employer identification number (EIN): | 930587572 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about SOUTHERN OREGON ORTHOPEDICS, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1970-12-24 |
Company Identification Number: | 9162611 |
Legal Registered Office Address: |
1203 WILLAMETTE STREET STE 200 EUGENE United States of America (USA) 97401 |
More information about SOUTHERN OREGON ORTHOPEDICS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | CHARLES VERSTEEG | |||
001 | 2016-01-01 | STEVEN CHAMBERLAIN | |||
001 | 2015-01-01 | STEVEN CHAMBERLAIN | |||
001 | 2015-01-01 | STEVEN CHAMBERLAIN | |||
001 | 2014-01-01 | STEVEN CHAMBERLAIN | |||
001 | 2013-01-01 | STEVEN CHAMBERLAIN | |||
001 | 2012-01-01 | STEVEN CHAMBERLAIN | |||
001 | 2011-01-01 | STEVEN CHAMBERLAIN | 2012-10-02 | ||
001 | 2010-01-01 | STEVEN CHAMBERLAIN | 2011-07-18 |
Measure | Date | Value |
---|---|---|
2021: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 146 |
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 | 45 |
Total of all active and inactive participants | 2021-01-01 | 191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 191 |
Number of participants with account balances | 2021-01-01 | 163 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 194 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 137 |
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 | 43 |
Total of all active and inactive participants | 2020-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 180 |
Number of participants with account balances | 2020-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 155 |
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 | 45 |
Total of all active and inactive participants | 2019-01-01 | 200 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 200 |
Number of participants with account balances | 2019-01-01 | 173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 134 |
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 | 36 |
Total of all active and inactive participants | 2018-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 170 |
Number of participants with account balances | 2018-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 35 |
Total of all active and inactive participants | 2017-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 133 |
Number of participants with account balances | 2017-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 38 |
Total of all active and inactive participants | 2016-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 129 |
Number of participants with account balances | 2016-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 22 |
Total of all active and inactive participants | 2015-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 117 |
Number of participants with account balances | 2015-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 84 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 48 |
Total of all active and inactive participants | 2014-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 132 |
Number of participants with account balances | 2014-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 25 |
Total of all active and inactive participants | 2013-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 102 |
Number of participants with account balances | 2013-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 21 |
Total of all active and inactive participants | 2012-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 94 |
Number of participants with account balances | 2012-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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 | $-1,623,081 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $526,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $438,380 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,859,980 |
Value of total assets at end of year | 2022-12-31 | $19,449,635 |
Value of total assets at beginning of year | 2022-12-31 | $21,598,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $86,695 |
Total interest from all sources | 2022-12-31 | $8,340 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $262,317 |
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 | $262,317 |
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 | $733,207 |
Participant contributions at end of year | 2022-12-31 | $105,375 |
Participant contributions at beginning of year | 2022-12-31 | $156,526 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $2,406,857 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $2,728,961 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $116,093 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $416 |
Other income not declared elsewhere | 2022-12-31 | $-358,666 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $4,942 |
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 | $-2,149,128 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $19,449,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,598,763 |
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 | $21,928 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,362,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,855,931 |
Interest on participant loans | 2022-12-31 | $8,340 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,848,272 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,141,156 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,938,586 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-456,466 |
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 | Yes |
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 | $1,010,680 |
Employer contributions (assets) at end of year | 2022-12-31 | $726,879 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $711,247 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $437,964 |
Contract administrator fees | 2022-12-31 | $64,767 |
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 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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 | $4,318,548 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $456,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $369,430 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,746,891 |
Value of total assets at end of year | 2021-12-31 | $21,598,763 |
Value of total assets at beginning of year | 2021-12-31 | $17,736,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $86,724 |
Total interest from all sources | 2021-12-31 | $11,585 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $225,764 |
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 | $225,764 |
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 | $725,927 |
Participant contributions at end of year | 2021-12-31 | $156,526 |
Participant contributions at beginning of year | 2021-12-31 | $185,085 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $2,728,961 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $2,452,314 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $32,951 |
Other income not declared elsewhere | 2021-12-31 | $246,898 |
Administrative expenses (other) incurred | 2021-12-31 | $38,708 |
Total non interest bearing cash at end of year | 2021-12-31 | $4,942 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,862,394 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,598,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,736,369 |
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 | $12,664 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $14,855,931 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,800,690 |
Interest on participant loans | 2021-12-31 | $11,585 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,141,156 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,617,793 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,597,249 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $490,161 |
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 | $988,013 |
Employer contributions (assets) at end of year | 2021-12-31 | $711,247 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $679,987 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $369,430 |
Contract administrator fees | 2021-12-31 | $35,352 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $141,369 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $141,369 |
Total transfer of assets to this plan | 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 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $5,594,751 |
Total loss/gain on sale of assets | 2020-12-31 | $-7,598 |
Total of all expenses incurred | 2020-12-31 | $355,656 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $286,195 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,290,604 |
Value of total assets at end of year | 2020-12-31 | $17,736,369 |
Value of total assets at beginning of year | 2020-12-31 | $12,497,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $69,461 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $51,468 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $188,802 |
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 | $174,404 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $632,983 |
Participant contributions at end of year | 2020-12-31 | $185,085 |
Participant contributions at beginning of year | 2020-12-31 | $174,206 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $25,000 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $2,452,314 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $309,769 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,679,443 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $11,459 |
Administrative expenses (other) incurred | 2020-12-31 | $69,461 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $500 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $4,692 |
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 |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $5,239,095 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,736,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,497,274 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,800,690 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,480,764 |
Interest on participant loans | 2020-12-31 | $12,533 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $-61 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $38,815 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,617,793 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,529,977 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $966,263 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $966,263 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $181 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,554,894 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $363,753 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 | Yes |
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 | $978,178 |
Employer contributions (assets) at end of year | 2020-12-31 | $679,987 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $625,916 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $14,398 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $286,195 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $2,530,263 |
Contract administrator fees | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $850,424 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $103,832 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $111,430 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,861,686 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,861,686 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,861,686 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,861,686 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 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 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 | $3,442,200 |
Total income from all sources (including contributions) | 2019-12-31 | $3,442,200 |
Total loss/gain on sale of assets | 2019-12-31 | $-1,710,489 |
Total loss/gain on sale of assets | 2019-12-31 | $-1,710,489 |
Total of all expenses incurred | 2019-12-31 | $2,920,552 |
Total of all expenses incurred | 2019-12-31 | $2,920,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,864,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,864,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,534,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,534,935 |
Value of total assets at end of year | 2019-12-31 | $12,497,274 |
Value of total assets at end of year | 2019-12-31 | $12,497,274 |
Value of total assets at beginning of year | 2019-12-31 | $11,975,626 |
Value of total assets at beginning of year | 2019-12-31 | $11,975,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $55,943 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $55,943 |
Total interest from all sources | 2019-12-31 | $74,651 |
Total interest from all sources | 2019-12-31 | $74,651 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $182,798 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $182,798 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $166,885 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $166,885 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $649,024 |
Contributions received from participants | 2019-12-31 | $649,024 |
Participant contributions at end of year | 2019-12-31 | $174,206 |
Participant contributions at end of year | 2019-12-31 | $174,206 |
Participant contributions at beginning of year | 2019-12-31 | $143,035 |
Participant contributions at beginning of year | 2019-12-31 | $143,035 |
Participant contributions at end of year | 2019-12-31 | $25,000 |
Participant contributions at beginning of year | 2019-12-31 | $17,925 |
Participant contributions at beginning of year | 2019-12-31 | $17,925 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $309,769 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $309,769 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $629,684 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $629,684 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $5,309 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $5,309 |
Other income not declared elsewhere | 2019-12-31 | $32,397 |
Other income not declared elsewhere | 2019-12-31 | $32,397 |
Administrative expenses (other) incurred | 2019-12-31 | $55,943 |
Administrative expenses (other) incurred | 2019-12-31 | $55,943 |
Total non interest bearing cash at end of year | 2019-12-31 | $4,692 |
Total non interest bearing cash at end of year | 2019-12-31 | $4,692 |
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 |
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 | $521,648 |
Value of net income/loss | 2019-12-31 | $521,648 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,497,274 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,975,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,975,626 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,480,764 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,480,764 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,620,527 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,620,527 |
Interest on participant loans | 2019-12-31 | $12,302 |
Interest on participant loans | 2019-12-31 | $12,302 |
Interest earned on other investments | 2019-12-31 | $875 |
Interest earned on other investments | 2019-12-31 | $875 |
Income. Interest from corporate debt instruments | 2019-12-31 | $59,322 |
Income. Interest from corporate debt instruments | 2019-12-31 | $59,322 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,529,977 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,529,977 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,707,248 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,707,248 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $966,263 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $966,263 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,656,365 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,656,365 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,656,365 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,656,365 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,152 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,152 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,204,609 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,204,609 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $261,613 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $261,613 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 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 | $880,602 |
Contributions received in cash from employer | 2019-12-31 | $880,602 |
Employer contributions (assets) at end of year | 2019-12-31 | $625,916 |
Employer contributions (assets) at end of year | 2019-12-31 | $625,916 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $421,068 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $421,068 |
Income. Dividends from common stock | 2019-12-31 | $15,913 |
Income. Dividends from common stock | 2019-12-31 | $15,913 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,864,609 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,864,609 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $2,530,263 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $2,530,263 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $474,116 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $474,116 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $850,424 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $850,424 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,305,658 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,305,658 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,706,643 |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,706,643 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $4,417,132 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $4,417,132 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
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 |
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 name | 2019-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2019-12-31 | 910189318 |
Accountancy firm EIN | 2019-12-31 | 910189318 |
2018 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-433,528 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-433,528 |
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 | $952,934 |
Total loss/gain on sale of assets | 2018-12-31 | $-3,699,953 |
Total of all expenses incurred | 2018-12-31 | $1,733,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,677,602 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,213,553 |
Value of total assets at end of year | 2018-12-31 | $11,975,626 |
Value of total assets at beginning of year | 2018-12-31 | $12,756,086 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $55,792 |
Total interest from all sources | 2018-12-31 | $191,687 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $156,140 |
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 | $126,919 |
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 | $446,471 |
Participant contributions at end of year | 2018-12-31 | $143,035 |
Participant contributions at beginning of year | 2018-12-31 | $161,714 |
Participant contributions at end of year | 2018-12-31 | $17,925 |
Participant contributions at beginning of year | 2018-12-31 | $49,125 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $629,684 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $768,314 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $97,392 |
Other income not declared elsewhere | 2018-12-31 | $4,061,363 |
Administrative expenses (other) incurred | 2018-12-31 | $55,792 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $18,234 |
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 | $-780,460 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,975,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,756,086 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,620,527 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,797,379 |
Interest on participant loans | 2018-12-31 | $7,615 |
Interest earned on other investments | 2018-12-31 | $550 |
Income. Interest from corporate debt instruments | 2018-12-31 | $179,435 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,707,248 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,735,123 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,656,365 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,824,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,824,272 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $4,087 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-488,562 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-47,766 |
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 | Yes |
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 | $669,690 |
Employer contributions (assets) at end of year | 2018-12-31 | $421,068 |
Income. Dividends from common stock | 2018-12-31 | $29,221 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,677,602 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $787,183 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $474,116 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $1,305,658 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $1,614,742 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $-2,249,856 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,450,097 |
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 |
2017 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $190,109 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $190,109 |
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 | $2,226 |
Total income from all sources (including contributions) | 2017-12-31 | $2,654,305 |
Total loss/gain on sale of assets | 2017-12-31 | $18,487 |
Total of all expenses incurred | 2017-12-31 | $3,666,559 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,623,128 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,171,438 |
Value of total assets at end of year | 2017-12-31 | $12,756,086 |
Value of total assets at beginning of year | 2017-12-31 | $13,770,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $43,431 |
Total interest from all sources | 2017-12-31 | $204,008 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $132,648 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $107,544 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $2,732,230 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $406,501 |
Participant contributions at end of year | 2017-12-31 | $161,714 |
Participant contributions at beginning of year | 2017-12-31 | $109,059 |
Participant contributions at end of year | 2017-12-31 | $49,125 |
Participant contributions at beginning of year | 2017-12-31 | $65,818 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $768,314 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,923 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $2,226 |
Administrative expenses (other) incurred | 2017-12-31 | $43,431 |
Total non interest bearing cash at end of year | 2017-12-31 | $18,234 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-1,012,254 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,756,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,768,340 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $1,704,951 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,797,379 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,090,028 |
Interest on participant loans | 2017-12-31 | $5,439 |
Interest earned on other investments | 2017-12-31 | $27,067 |
Income. Interest from corporate debt instruments | 2017-12-31 | $170,229 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,735,123 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,824,272 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,651,647 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,651,647 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,273 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $609,011 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $328,604 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $763,014 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $58,029 |
Income. Dividends from common stock | 2017-12-31 | $25,104 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,623,128 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $787,183 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $1,358,804 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $1,614,742 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $266,819 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $248,332 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2017-12-31 | 910189318 |
2016 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $227,969 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $227,969 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,226 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $100,049 |
Total income from all sources (including contributions) | 2016-12-31 | $2,066,707 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,594,721 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,439,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,161,901 |
Value of total assets at end of year | 2016-12-31 | $13,770,566 |
Value of total assets at beginning of year | 2016-12-31 | $13,396,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $154,821 |
Total interest from all sources | 2016-12-31 | $76,598 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $47,404 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $410,515 |
Participant contributions at end of year | 2016-12-31 | $109,059 |
Participant contributions at beginning of year | 2016-12-31 | $119,467 |
Participant contributions at end of year | 2016-12-31 | $65,818 |
Participant contributions at beginning of year | 2016-12-31 | $35,820 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $2,226 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $100,049 |
Other income not declared elsewhere | 2016-12-31 | $208,628 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $471,986 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $13,768,340 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,296,354 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $1,704,951 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $1,960,717 |
Investment advisory and management fees | 2016-12-31 | $93,342 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,090,028 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,535,953 |
Interest on participant loans | 2016-12-31 | $4,467 |
Income. Interest from corporate debt instruments | 2016-12-31 | $71,955 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,651,647 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,061,178 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,061,178 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $344,207 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $751,386 |
Employer contributions (assets) at end of year | 2016-12-31 | $58,029 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $47,404 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,439,900 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $1,358,804 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $1,823,392 |
Contract administrator fees | 2016-12-31 | $61,479 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $2,732,230 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $859,876 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2016-12-31 | 910189318 |
2015 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-386,660 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-386,660 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $100,049 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $171,552 |
Total income from all sources (including contributions) | 2015-12-31 | $1,051,546 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $705,196 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $555,524 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,141,178 |
Value of total assets at end of year | 2015-12-31 | $14,263,910 |
Value of total assets at beginning of year | 2015-12-31 | $13,989,063 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $149,672 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $184,600 |
Administrative expenses professional fees incurred | 2015-12-31 | $19,327 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $397,705 |
Participant contributions at end of year | 2015-12-31 | $119,467 |
Participant contributions at beginning of year | 2015-12-31 | $106,747 |
Participant contributions at end of year | 2015-12-31 | $35,820 |
Participant contributions at beginning of year | 2015-12-31 | $42,826 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $23,874 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $547 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $100,049 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $171,552 |
Other income not declared elsewhere | 2015-12-31 | $202,931 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $346,350 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $14,163,861 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,817,511 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $2,828,224 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $2,739,624 |
Investment advisory and management fees | 2015-12-31 | $130,345 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,535,953 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,738,406 |
Interest on participant loans | 2015-12-31 | $4,039 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,061,178 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $403,458 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $403,458 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-90,503 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $719,599 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $184,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $554,977 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $1,823,392 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $2,014,548 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $859,876 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $943,454 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2015-12-31 | 910189318 |
2014 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $171,713 |
Total plan liabilities at beginning of year | 2014-12-31 | $57,382 |
Total income from all sources | 2014-12-31 | $1,195,445 |
Expenses. Total of all expenses incurred | 2014-12-31 | $952,575 |
Benefits paid (including direct rollovers) | 2014-12-31 | $887,782 |
Total plan assets at end of year | 2014-12-31 | $13,989,224 |
Total plan assets at beginning of year | 2014-12-31 | $13,632,023 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $390,819 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $84,671 |
Other income received | 2014-12-31 | $16,198 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $242,870 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,817,511 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,574,641 |
Assets. Value of participant loans | 2014-12-31 | $106,747 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $703,757 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $4,133 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $60,660 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $57,382 |
Total plan liabilities at beginning of year | 2013-12-31 | $149 |
Total income from all sources | 2013-12-31 | $2,364,026 |
Expenses. Total of all expenses incurred | 2013-12-31 | $404,300 |
Benefits paid (including direct rollovers) | 2013-12-31 | $354,107 |
Total plan assets at end of year | 2013-12-31 | $13,632,023 |
Total plan assets at beginning of year | 2013-12-31 | $11,615,064 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $319,923 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,469,589 |
Net income (gross income less expenses) | 2013-12-31 | $1,959,726 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,574,641 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,614,915 |
Assets. Value of participant loans | 2013-12-31 | $146,216 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $574,514 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $50,193 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $149 |
Total income from all sources | 2012-12-31 | $1,783,677 |
Expenses. Total of all expenses incurred | 2012-12-31 | $288,679 |
Benefits paid (including direct rollovers) | 2012-12-31 | $174,802 |
Total plan assets at end of year | 2012-12-31 | $11,615,064 |
Total plan assets at beginning of year | 2012-12-31 | $10,119,917 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $335,168 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $9,403 |
Other income received | 2012-12-31 | $877,636 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $1,494,998 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,614,915 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,119,917 |
Assets. Value of participant loans | 2012-12-31 | $160,669 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $561,470 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $113,877 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2021: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 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: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
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 |
2017: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PSP 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |