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ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN
Plan identification number 001

ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

ORTHOPEDIC ASSOCIATES OF SW OHIO INC. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC ASSOCIATES OF SW OHIO INC.
Employer identification number (EIN):262292026
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 SW OHIO INC PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01H. BRENT BAMBERGER2018-06-27
0012016-01-01H. BRENT BAMBERGER2017-08-23
0012015-01-01H. BRENT BAMBERGER2016-06-17
0012014-01-01H. BRENT BAMBERGER2015-06-09
0012013-01-01H. BRENT BAMBERGER2014-07-01
0012012-01-01JAN E SAUNDERS2013-02-06
0012011-01-01H. BRENT BAMBERGER2012-05-17
0012010-01-01H. BRENT BAMBERGER2011-07-08

Plan Statistics for ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN

401k plan membership statisitcs for ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN

Measure Date Value
2023: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01199
Total number of active participants reported on line 7a of the Form 55002023-01-01147
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-0153
Total of all active and inactive participants2023-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01203
Number of participants with account balances2023-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01180
Total number of active participants reported on line 7a of the Form 55002022-01-01138
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01184
Number of participants with account balances2022-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01168
Total number of active participants reported on line 7a of the Form 55002021-01-01137
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01172
Number of participants with account balances2021-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01119
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01155
Number of participants with account balances2020-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01137
Total number of active participants reported on line 7a of the Form 55002019-01-01116
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01139
Number of participants with account balances2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-01100
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01120
Number of participants with account balances2018-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN

Measure Date Value
2023 : ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$6,652,940
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,855,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,645,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,630,888
Value of total assets at end of year2023-12-31$29,558,230
Value of total assets at beginning of year2023-12-31$25,760,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$209,945
Total interest from all sources2023-12-31$7,389
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$393,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$393,424
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$838,427
Assets. Other investments not covered elsewhere at end of year2023-12-31$13,103,041
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$12,520,854
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$211,590
Other income not declared elsewhere2023-12-31$1,910,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,797,377
Value of net assets at end of year (total assets less liabilities)2023-12-31$29,558,230
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$25,760,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$188,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$15,437,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,328,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$214,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$183,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$183,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$7,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,710,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,580,871
Employer contributions (assets) at end of year2023-12-31$802,732
Employer contributions (assets) at beginning of year2023-12-31$727,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,645,618
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2023-12-31310796034
2022 : ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,351,896
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$558,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$353,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,181,981
Value of total assets at end of year2022-12-31$25,760,853
Value of total assets at beginning of year2022-12-31$28,671,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$205,207
Total interest from all sources2022-12-31$776
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$337,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$337,342
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$708,384
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,520,854
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$14,494,150
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$52,343
Other income not declared elsewhere2022-12-31$-2,463,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,910,608
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,760,853
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,671,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$205,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,328,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,353,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$183,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$150,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$150,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,408,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,421,254
Employer contributions (assets) at end of year2022-12-31$727,803
Employer contributions (assets) at beginning of year2022-12-31$673,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$353,505
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2022-12-31310796034
2021 : ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$5,158,913
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$761,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$547,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,088,728
Value of total assets at end of year2021-12-31$28,671,461
Value of total assets at beginning of year2021-12-31$24,274,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$214,572
Total interest from all sources2021-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$456,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$456,005
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$675,253
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$4,688
Assets. Other investments not covered elsewhere at end of year2021-12-31$14,494,150
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,327,314
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$86,187
Other income not declared elsewhere2021-12-31$1,662,654
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,397,327
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,671,461
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,274,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$214,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,353,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,229,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$150,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$240,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$240,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$951,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,327,288
Employer contributions (assets) at end of year2021-12-31$673,625
Employer contributions (assets) at beginning of year2021-12-31$472,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$547,014
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2021-12-31310796034
2020 : ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,559,061
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,767,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,601,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,855,694
Value of total assets at end of year2020-12-31$24,274,134
Value of total assets at beginning of year2020-12-31$21,482,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$165,748
Total interest from all sources2020-12-31$1,744
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$229,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$229,807
Administrative expenses professional fees incurred2020-12-31$165,748
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$659,219
Participant contributions at end of year2020-12-31$4,688
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,327,314
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$11,559,421
Other income not declared elsewhere2020-12-31$1,232,876
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,791,489
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,274,134
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,482,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,229,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,244,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$240,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$100,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$100,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,238,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,196,475
Employer contributions (assets) at end of year2020-12-31$472,221
Employer contributions (assets) at beginning of year2020-12-31$578,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,601,824
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2020-12-31310796034
2019 : ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,468,980
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$391,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$245,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,746,002
Value of total assets at end of year2019-12-31$21,482,645
Value of total assets at beginning of year2019-12-31$16,405,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$146,508
Total interest from all sources2019-12-31$3,975
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$301,529
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$301,529
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$589,027
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,808
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,559,421
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,890,440
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,094
Other income not declared elsewhere2019-12-31$2,136,818
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$1,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,077,188
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,482,645
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,405,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$146,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,244,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,799,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$100,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$294,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$294,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,280,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,130,881
Employer contributions (assets) at end of year2019-12-31$578,461
Employer contributions (assets) at beginning of year2019-12-31$410,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$245,284
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2019-12-31310796034
2018 : ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$490,759
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,240,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,081,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,501,467
Value of total assets at end of year2018-12-31$16,405,457
Value of total assets at beginning of year2018-12-31$17,154,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$158,409
Total interest from all sources2018-12-31$3,941
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$182,427
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$182,427
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$547,542
Participant contributions at end of year2018-12-31$8,808
Participant contributions at beginning of year2018-12-31$12,195
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,890,440
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,329,478
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,947
Other income not declared elsewhere2018-12-31$-631,231
Total non interest bearing cash at end of year2018-12-31$1,033
Total non interest bearing cash at beginning of year2018-12-31$3,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-749,270
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,405,457
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,154,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$158,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,799,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,996,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$294,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$318,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$318,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-565,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$950,978
Employer contributions (assets) at end of year2018-12-31$410,478
Employer contributions (assets) at beginning of year2018-12-31$494,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,081,620
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2018-12-31310796034

Form 5500 Responses for ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN

2023: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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