401k Plan data: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN plan

PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number	002

PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES

Employer identification number (EIN): 953718732

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-06-01
002 2021-06-01
002 2020-06-01
002 2019-06-01
002 2018-06-01
002 2017-06-01 FREDERICK LI
002 2016-06-01 MICHAEL LEE
002 2015-06-01 MICHAEL LEE
002 2014-06-01
002 2013-06-01
002 2012-06-01 MARY MARANAN
002 2011-06-01 MARY MARANAN
002 2010-06-01 MARY MARANAN
002 2009-06-01 MARY MARANAN

Plan Statistics for PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 12
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 2
Total of all active and inactive participants 2017-06-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 14
Number of participants with account balances 2017-06-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 14
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 1
Total of all active and inactive participants 2016-06-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 15
Number of participants with account balances 2016-06-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 15
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 3
Total of all active and inactive participants 2015-06-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 18
Number of participants with account balances 2015-06-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 15
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 4
Total of all active and inactive participants 2014-06-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 19
Number of participants with account balances 2014-06-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 14
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 4
Total of all active and inactive participants 2013-06-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 18
Number of participants with account balances 2013-06-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 13
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 4
Total of all active and inactive participants 2012-06-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 17
Number of participants with account balances 2012-06-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 14
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 5
Total of all active and inactive participants 2011-06-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 19
Number of participants with account balances 2011-06-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 19
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 14
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 5
Total of all active and inactive participants 2010-06-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 19
Number of participants with account balances 2010-06-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 0
2009: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 14
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 5
Total of all active and inactive participants 2009-06-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 19
Number of participants with account balances 2009-06-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2017: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	12
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	2
Total of all active and inactive participants	2017-06-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	14
Number of participants with account balances	2017-06-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	14
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	1
Total of all active and inactive participants	2016-06-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	15
Number of participants with account balances	2016-06-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	15
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	3
Total of all active and inactive participants	2015-06-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	18
Number of participants with account balances	2015-06-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	15
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	4
Total of all active and inactive participants	2014-06-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	19
Number of participants with account balances	2014-06-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	14
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	4
Total of all active and inactive participants	2013-06-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	18
Number of participants with account balances	2013-06-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	13
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	4
Total of all active and inactive participants	2012-06-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	17
Number of participants with account balances	2012-06-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	14
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	5
Total of all active and inactive participants	2011-06-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	19
Number of participants with account balances	2011-06-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	19
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	14
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	5
Total of all active and inactive participants	2010-06-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	19
Number of participants with account balances	2010-06-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	0
2009: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	14
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	5
Total of all active and inactive participants	2009-06-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	19
Number of participants with account balances	2009-06-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-05-31	$0
Total plan liabilities at end of year	2018-05-31	$0
Total plan liabilities at beginning of year	2018-05-31	$0
Total income from all sources	2018-05-31	$508,862
Expenses. Total of all expenses incurred	2018-05-31	$119,769
Benefits paid (including direct rollovers)	2018-05-31	$116,529
Total plan assets at end of year	2018-05-31	$4,210,147
Total plan assets at beginning of year	2018-05-31	$3,821,054
Value of fidelity bond covering the plan	2018-05-31	$500,000
Total contributions received or receivable from participants	2018-05-31	$78,491
Expenses. Other expenses not covered elsewhere	2018-05-31	$0
Contributions received from other sources (not participants or employers)	2018-05-31	$0
Other income received	2018-05-31	$354,371
Noncash contributions received	2018-05-31	$0
Net income (gross income less expenses)	2018-05-31	$389,093
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$4,210,147
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$3,821,054
Assets. Value of participant loans	2018-05-31	$28,938
Total contributions received or receivable from employer(s)	2018-05-31	$76,000
Value of certain deemed distributions of participant loans	2018-05-31	$0
Value of corrective distributions	2018-05-31	$2,896
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$344
2017 : PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-05-31	$0
Total plan liabilities at end of year	2017-05-31	$0
Total plan liabilities at beginning of year	2017-05-31	$0
Total income from all sources	2017-05-31	$590,395
Expenses. Total of all expenses incurred	2017-05-31	$43,928
Benefits paid (including direct rollovers)	2017-05-31	$42,827
Total plan assets at end of year	2017-05-31	$3,821,054
Total plan assets at beginning of year	2017-05-31	$3,274,587
Value of fidelity bond covering the plan	2017-05-31	$500,000
Total contributions received or receivable from participants	2017-05-31	$83,011
Expenses. Other expenses not covered elsewhere	2017-05-31	$0
Contributions received from other sources (not participants or employers)	2017-05-31	$0
Other income received	2017-05-31	$430,423
Noncash contributions received	2017-05-31	$0
Net income (gross income less expenses)	2017-05-31	$546,467
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$3,821,054
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$3,274,587
Assets. Value of participant loans	2017-05-31	$40,858
Total contributions received or receivable from employer(s)	2017-05-31	$76,961
Value of certain deemed distributions of participant loans	2017-05-31	$0
Value of corrective distributions	2017-05-31	$1,020
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$81
2016 : PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-05-31	$0
Total plan liabilities at end of year	2016-05-31	$0
Total plan liabilities at beginning of year	2016-05-31	$0
Total income from all sources	2016-05-31	$-146,727
Expenses. Total of all expenses incurred	2016-05-31	$2,887,022
Benefits paid (including direct rollovers)	2016-05-31	$2,886,224
Total plan assets at end of year	2016-05-31	$3,274,587
Total plan assets at beginning of year	2016-05-31	$6,308,336
Value of fidelity bond covering the plan	2016-05-31	$500,000
Total contributions received or receivable from participants	2016-05-31	$91,839
Expenses. Other expenses not covered elsewhere	2016-05-31	$0
Contributions received from other sources (not participants or employers)	2016-05-31	$0
Other income received	2016-05-31	$-308,798
Noncash contributions received	2016-05-31	$0
Net income (gross income less expenses)	2016-05-31	$-3,033,749
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$3,274,587
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$6,308,336
Assets. Value of participant loans	2016-05-31	$50,454
Total contributions received or receivable from employer(s)	2016-05-31	$70,232
Value of certain deemed distributions of participant loans	2016-05-31	$0
Value of corrective distributions	2016-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$798
2015 : PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-05-31	$0
Total income from all sources	2015-05-31	$669,413
Expenses. Total of all expenses incurred	2015-05-31	$181,382
Benefits paid (including direct rollovers)	2015-05-31	$180,922
Total plan assets at end of year	2015-05-31	$6,308,336
Total plan assets at beginning of year	2015-05-31	$5,820,305
Value of fidelity bond covering the plan	2015-05-31	$500,000
Total contributions received or receivable from participants	2015-05-31	$90,105
Other income received	2015-05-31	$509,308
Net income (gross income less expenses)	2015-05-31	$488,031
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$6,308,336
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$5,820,305
Assets. Value of participant loans	2015-05-31	$31,671
Assets. Value of real-estate (other than employer real property)	2015-05-31	$34,600
Total contributions received or receivable from employer(s)	2015-05-31	$70,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-05-31	$460
2014 : PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-05-31	$0
Total plan liabilities at beginning of year	2014-05-31	$0
Total income from all sources	2014-05-31	$815,732
Expenses. Total of all expenses incurred	2014-05-31	$202,810
Benefits paid (including direct rollovers)	2014-05-31	$200,000
Total plan assets at end of year	2014-05-31	$5,820,305
Total plan assets at beginning of year	2014-05-31	$5,207,383
Value of fidelity bond covering the plan	2014-05-31	$500,000
Total contributions received or receivable from participants	2014-05-31	$94,063
Other income received	2014-05-31	$627,669
Net income (gross income less expenses)	2014-05-31	$612,922
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$5,820,305
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$5,207,383
Assets. Value of participant loans	2014-05-31	$69,054
Assets. Value of real-estate (other than employer real property)	2014-05-31	$34,600
Total contributions received or receivable from employer(s)	2014-05-31	$94,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-05-31	$2,810
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
2013 : PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-05-31	$0
Total plan liabilities at beginning of year	2013-05-31	$0
Total income from all sources	2013-05-31	$972,210
Expenses. Total of all expenses incurred	2013-05-31	$272,618
Benefits paid (including direct rollovers)	2013-05-31	$268,364
Total plan assets at end of year	2013-05-31	$5,207,383
Total plan assets at beginning of year	2013-05-31	$4,507,791
Value of fidelity bond covering the plan	2013-05-31	$500,000
Total contributions received or receivable from participants	2013-05-31	$92,504
Other income received	2013-05-31	$773,611
Net income (gross income less expenses)	2013-05-31	$699,592
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$5,207,383
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$4,507,791
Assets. Value of participant loans	2013-05-31	$51,483
Assets. Value of real-estate (other than employer real property)	2013-05-31	$34,800
Total contributions received or receivable from employer(s)	2013-05-31	$106,095
Value of certain deemed distributions of participant loans	2013-05-31	$1,861
Expenses. Administrative service providers (salaries,fees and commissions)	2013-05-31	$2,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
2012 : PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-05-31	$0
Total plan liabilities at beginning of year	2012-05-31	$0
Total income from all sources	2012-05-31	$226,788
Expenses. Total of all expenses incurred	2012-05-31	$167,231
Benefits paid (including direct rollovers)	2012-05-31	$153,345
Total plan assets at end of year	2012-05-31	$4,507,791
Total plan assets at beginning of year	2012-05-31	$4,448,234
Value of fidelity bond covering the plan	2012-05-31	$450,000
Total contributions received or receivable from participants	2012-05-31	$72,542
Other income received	2012-05-31	$59,936
Net income (gross income less expenses)	2012-05-31	$59,557
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$4,507,791
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$4,448,234
Assets. Value of participant loans	2012-05-31	$11,890
Assets. Value of real-estate (other than employer real property)	2012-05-31	$34,600
Total contributions received or receivable from employer(s)	2012-05-31	$94,310
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$13,886
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
2011 : PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-05-31	$0
Total plan liabilities at beginning of year	2011-05-31	$0
Total income from all sources	2011-05-31	$810,020
Expenses. Total of all expenses incurred	2011-05-31	$102,923
Benefits paid (including direct rollovers)	2011-05-31	$84,553
Total plan assets at end of year	2011-05-31	$4,448,234
Total plan assets at beginning of year	2011-05-31	$3,741,137
Value of fidelity bond covering the plan	2011-05-31	$450,000
Assets. Value of tangible personal property	2011-05-31	$17,500
Total contributions received or receivable from participants	2011-05-31	$74,282
Expenses. Other expenses not covered elsewhere	2011-05-31	$707
Other income received	2011-05-31	$629,712
Net income (gross income less expenses)	2011-05-31	$707,097
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$4,448,234
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$3,741,137
Assets. Value of participant loans	2011-05-31	$12,203
Assets. Value of real-estate (other than employer real property)	2011-05-31	$680,000
Total contributions received or receivable from employer(s)	2011-05-31	$106,026
Expenses. Administrative service providers (salaries,fees and commissions)	2011-05-31	$17,663
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
2010 : PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

2017: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Insurance	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement – Insurance	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Insurance	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement – Insurance	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Insurance	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73485

Policy instance

Insurance contract or identification number	73485
Number of Individuals Covered	0
Insurance policy start date	2015-06-01
Insurance policy end date	2016-03-31
Total amount of commissions paid to insurance broker	USD $12,046
Total amount of fees paid to insurance company	USD $3,258
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,228
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA FEES & COMPENSATION
Insurance broker name	R-TECH CONSULTANTS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73485

Policy instance

Insurance contract or identification number	73485
Number of Individuals Covered	17
Insurance policy start date	2014-06-01
Insurance policy end date	2015-05-31
Total amount of commissions paid to insurance broker	USD $17,808
Total amount of fees paid to insurance company	USD $2,158
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $10,685
Insurance broker organization code?	3
Amount paid for insurance broker fees	2158
Additional information about fees paid to insurance broker	TPA FEES & COMPENSATION
Insurance broker name	R-TECH CONSULTANTS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73485

Policy instance

Insurance contract or identification number	73485
Number of Individuals Covered	18
Insurance policy start date	2013-06-01
Insurance policy end date	2014-05-31
Total amount of commissions paid to insurance broker	USD $15,283
Total amount of fees paid to insurance company	USD $1,730
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $9,170
Insurance broker organization code?	3
Amount paid for insurance broker fees	1730
Additional information about fees paid to insurance broker	TPA FEES & COMPENSATION
Insurance broker name	R-TECH CONSULTANTS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73485

Policy instance

Insurance contract or identification number	73485
Number of Individuals Covered	17
Insurance policy start date	2012-06-01
Insurance policy end date	2013-05-31
Total amount of commissions paid to insurance broker	USD $12,010
Total amount of fees paid to insurance company	USD $1,317
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $7,206
Insurance broker organization code?	3
Amount paid for insurance broker fees	1317
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	R-TECH CONSULTANTS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73485

Policy instance

Insurance contract or identification number	73485
Number of Individuals Covered	19
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
Total amount of commissions paid to insurance broker	USD $10,178
Total amount of fees paid to insurance company	USD $1,112
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73485

Policy instance

Insurance contract or identification number	73485
Number of Individuals Covered	19
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $8,058
Total amount of fees paid to insurance company	USD $1,137
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

PROFESSIONAL ORTHOPEDICS OF SOUTHERN NEW JERSEY 401(K) PLAN [EIN = 221977766]

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	PROFESSIONAL ORTHOPEDICS MEDICAL ASSOCIATES
Employer identification number (EIN):	953718732
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
002	2022-06-01
002	2021-06-01
002	2020-06-01
002	2019-06-01
002	2018-06-01
002	2017-06-01	FREDERICK LI
002	2016-06-01	MICHAEL LEE
002	2015-06-01	MICHAEL LEE
002	2014-06-01
002	2013-06-01
002	2012-06-01	MARY MARANAN
002	2011-06-01	MARY MARANAN
002	2010-06-01	MARY MARANAN
002	2009-06-01	MARY MARANAN