401k Plan data: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN plan

ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN
Plan identification number	001

ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHOPEDIC ASSOC OF FLOWER MOUND has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC ASSOC OF FLOWER MOUND

Employer identification number (EIN): 208012726

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 SHIRLEY HORNER 2021-09-23
001 2019-01-01
001 2018-01-01
001 2017-01-01 SHARON SPARR
001 2016-01-01 JAMES R HEERWAGEN
001 2015-01-01 J DAVID EVANICH MD

Plan Statistics for ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 86
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 35
Total of all active and inactive participants 2023-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 121
Number of participants with account balances 2023-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 11
2022: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 86
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 117
Number of participants with account balances 2022-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 90
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 29
Total of all active and inactive participants 2021-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 119
Number of participants with account balances 2021-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2019: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 88
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 14
Total of all active and inactive participants 2019-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 102
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 84
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 98
Total participants 2018-01-01 98
Number of participants with account balances 2018-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 77
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 94
Total participants 2017-01-01 94
Number of participants with account balances 2017-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 67
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 86
Number of participants with account balances 2016-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 57
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 74
Number of participants with account balances 2015-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3

Measure	Date	Value
2023: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	86
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	35
Total of all active and inactive participants	2023-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	121
Number of participants with account balances	2023-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	11
2022: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	86
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	117
Number of participants with account balances	2022-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	90
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	29
Total of all active and inactive participants	2021-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	119
Number of participants with account balances	2021-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2019: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	88
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	14
Total of all active and inactive participants	2019-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	102
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	84
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	98
Total participants	2018-01-01	98
Number of participants with account balances	2018-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	77
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	94
Total participants	2017-01-01	94
Number of participants with account balances	2017-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	67
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	86
Number of participants with account balances	2016-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	57
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	74
Number of participants with account balances	2015-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3

Financial Data on ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,878,076
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,182,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,142,884
Expenses. Certain deemed distributions of participant loans	2023-12-31	$12,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,064,424
Value of total assets at end of year	2023-12-31	$19,649,725
Value of total assets at beginning of year	2023-12-31	$16,954,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$26,672
Total interest from all sources	2023-12-31	$2,445
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$360,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$360,882
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$525,386
Participant contributions at end of year	2023-12-31	$30,467
Participant contributions at beginning of year	2023-12-31	$40,202
Other income not declared elsewhere	2023-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,695,688
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$19,649,725
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$16,954,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$9,255
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$18,922,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$14,018,873
Interest on participant loans	2023-12-31	$2,445
Value of interest in common/collective trusts at end of year	2023-12-31	$696,501
Value of interest in common/collective trusts at beginning of year	2023-12-31	$2,894,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,389,679
Net investment gain or loss from common/collective trusts	2023-12-31	$60,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$539,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,142,884
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	RHODES OSIEK PATYK & COMPANY LLP
Accountancy firm EIN	2023-12-31	752912970
2022 : ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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	$-1,580,517
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$202,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$162,028
Value of total corrective distributions	2022-12-31	$15,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,154,537
Value of total assets at end of year	2022-12-31	$16,954,037
Value of total assets at beginning of year	2022-12-31	$18,737,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$24,996
Total interest from all sources	2022-12-31	$1,152
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$273,366
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	$273,366
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	$524,632
Participant contributions at end of year	2022-12-31	$40,202
Participant contributions at beginning of year	2022-12-31	$23,942
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,316
Administrative expenses (other) incurred	2022-12-31	$24,996
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	$-1,783,332
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,954,037
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,737,369
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,018,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,866,361
Interest on participant loans	2022-12-31	$1,152
Value of interest in common/collective trusts at end of year	2022-12-31	$2,894,962
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,847,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,060,520
Net investment gain or loss from common/collective trusts	2022-12-31	$50,948
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	$624,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$162,028
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	RHODES OSIEK PATYK & COMPANY LLP
Accountancy firm EIN	2022-12-31	752912970
2021 : ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	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	$2,770,773
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$924,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$892,935
Value of total corrective distributions	2021-12-31	$9,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$826,228
Value of total assets at end of year	2021-12-31	$18,737,369
Value of total assets at beginning of year	2021-12-31	$16,891,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,683
Total interest from all sources	2021-12-31	$415
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$308,499
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	$308,499
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	$574,784
Participant contributions at end of year	2021-12-31	$23,942
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$72,606
Other income not declared elsewhere	2021-12-31	$6,506
Administrative expenses (other) incurred	2021-12-31	$22,683
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	$1,845,889
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,737,369
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,891,480
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,866,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,892,560
Interest on participant loans	2021-12-31	$415
Value of interest in common/collective trusts at end of year	2021-12-31	$2,847,066
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,998,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,584,747
Net investment gain or loss from common/collective trusts	2021-12-31	$44,378
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	$178,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$892,935
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	RHODES OSIEK PATYK & COMPANY LLP
Accountancy firm EIN	2021-12-31	752912970
2019 : ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$3,877,966
Expenses. Total of all expenses incurred	2019-12-31	$1,003,068
Benefits paid (including direct rollovers)	2019-12-31	$992,009
Total plan assets at end of year	2019-12-31	$15,374,361
Total plan assets at beginning of year	2019-12-31	$12,499,463
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$558,276
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,946,828
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,874,898
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$15,374,361
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$12,499,463
Total contributions received or receivable from employer(s)	2019-12-31	$372,862
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$11,059
2018 : ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$61,048
Expenses. Total of all expenses incurred	2018-12-31	$119,096
Benefits paid (including direct rollovers)	2018-12-31	$110,611
Total plan assets at end of year	2018-12-31	$12,499,463
Total plan assets at beginning of year	2018-12-31	$12,557,511
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$485,167
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-821,899
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-58,048
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$12,499,463
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$12,557,511
Total contributions received or receivable from employer(s)	2018-12-31	$397,780
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,485
2017 : ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,974,656
Expenses. Total of all expenses incurred	2017-12-31	$257,009
Benefits paid (including direct rollovers)	2017-12-31	$250,952
Total plan assets at end of year	2017-12-31	$12,557,511
Total plan assets at beginning of year	2017-12-31	$9,839,864
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$389,224
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$223,490
Other income received	2017-12-31	$1,967,758
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,717,647
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$12,557,511
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,839,864
Total contributions received or receivable from employer(s)	2017-12-31	$394,184
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,057
2016 : ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,122,906
Expenses. Total of all expenses incurred	2016-12-31	$835,339
Benefits paid (including direct rollovers)	2016-12-31	$829,830
Total plan assets at end of year	2016-12-31	$9,839,864
Total plan assets at beginning of year	2016-12-31	$9,552,297
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$303,583
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$91,343
Other income received	2016-12-31	$331,508
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$287,567
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,839,864
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,552,297
Total contributions received or receivable from employer(s)	2016-12-31	$396,472
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,509
2015 : ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$197,033
Expenses. Total of all expenses incurred	2015-12-31	$231,049
Benefits paid (including direct rollovers)	2015-12-31	$229,778
Total plan assets at end of year	2015-12-31	$9,552,297
Total plan assets at beginning of year	2015-12-31	$9,586,313
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$306,344
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-487,738
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-34,016
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,552,297
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,586,313
Total contributions received or receivable from employer(s)	2015-12-31	$378,427
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,271

Form 5500 Responses for ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN

2023: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2019: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 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: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 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: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHOPEDIC ASSOC OF FLOWER MOUND
Employer identification number (EIN):	208012726
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)