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ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 & NEUROLOGICAL CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC.
Employer identification number (EIN):310826226
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1973-01-02
Company Identification Number: 433527
Legal Registered Office Address: 191 W. NATIONWIDE BLVD - #300
-
COLUMBUS
United States of America (USA)
43215

More information about ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JACQUELINE PETTY2024-05-16
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GENE STEFFEN
0012016-01-01GENE STEFFEN
0012015-01-01GENE STEFFEN
0012014-01-01GENE STEFFEN
0012013-01-01CHRIS MASCIOLA
0012012-01-01DON JANSEN
0012011-01-01DON JANSEN
0012010-01-01CHRIS PAGE
0012009-01-01CHRIS PAGE

Plan Statistics for ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-01173
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01179
Number of participants with account balances2022-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01297
Total number of active participants reported on line 7a of the Form 55002021-01-01200
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01290
Number of participants with account balances2021-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01306
Total number of active participants reported on line 7a of the Form 55002020-01-01198
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01291
Number of participants with account balances2020-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01291
Total number of active participants reported on line 7a of the Form 55002019-01-01198
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01284
Number of participants with account balances2019-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01306
Total number of active participants reported on line 7a of the Form 55002018-01-01194
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01284
Number of participants with account balances2018-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0139
2017: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01304
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-0151
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01290
Number of participants with account balances2017-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0135
2016: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01275
Total number of active participants reported on line 7a of the Form 55002016-01-01181
Number of retired or separated participants receiving benefits2016-01-0151
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01287
Number of participants with account balances2016-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01249
Total number of active participants reported on line 7a of the Form 55002015-01-01177
Number of retired or separated participants receiving benefits2015-01-0141
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01264
Number of participants with account balances2015-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01249
Total number of active participants reported on line 7a of the Form 55002014-01-01251
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01291
Number of participants with account balances2014-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01181
Total number of active participants reported on line 7a of the Form 55002013-01-01180
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01233
Number of participants with account balances2013-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-01196
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01240
Number of participants with account balances2012-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01192
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01205
Total number of active participants reported on line 7a of the Form 55002010-01-01199
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01225
Number of participants with account balances2010-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01190
Total number of active participants reported on line 7a of the Form 55002009-01-01177
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01205
Number of participants with account balances2009-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$24,386,406
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$312
Total income from all sources (including contributions)2022-12-31$-6,563,615
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$42,404,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$42,237,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,491,285
Value of total assets at end of year2022-12-31$4,399,902
Value of total assets at beginning of year2022-12-31$53,368,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$166,698
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$777,010
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$148,138
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$23,185
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$312
Other income not declared elsewhere2022-12-31$-464
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$-48,968,089
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,399,902
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$53,367,991
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,707,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$49,523,069
Interest on participant loans2022-12-31$4,166
Interest earned on other investments2022-12-31$249,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,269,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,054,436
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$691,965
Employer contributions (assets) at end of year2022-12-31$691,965
Employer contributions (assets) at beginning of year2022-12-31$1,404,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$42,237,776
Contract administrator fees2022-12-31$166,698
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 name2022-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2022-12-31201717681
2021 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING 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$312
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$9,844,288
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,079,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,950,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,503,118
Value of total assets at end of year2021-12-31$53,367,841
Value of total assets at beginning of year2021-12-31$49,602,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$129,593
Total interest from all sources2021-12-31$12,400
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$108,948
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,095,204
Participant contributions at end of year2021-12-31$148,138
Participant contributions at beginning of year2021-12-31$161,698
Participant contributions at end of year2021-12-31$22,723
Participant contributions at beginning of year2021-12-31$23,033
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,174,439
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$32,084
Administrative expenses (other) incurred2021-12-31$20,645
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$3,764,614
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,367,529
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,602,915
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,523,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,972,199
Interest on participant loans2021-12-31$12,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,269,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,077,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,296,686
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$1,404,765
Employer contributions (assets) at end of year2021-12-31$1,404,765
Employer contributions (assets) at beginning of year2021-12-31$1,193,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,950,081
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 name2021-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2021-12-31201717681
2020 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING 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$5,380
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$6,305,941
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,350,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,247,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,533,211
Value of total assets at end of year2020-12-31$49,640,379
Value of total assets at beginning of year2020-12-31$44,679,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,912
Total interest from all sources2020-12-31$12,468
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,054,101
Participant contributions at end of year2020-12-31$161,698
Participant contributions at beginning of year2020-12-31$212,910
Participant contributions at end of year2020-12-31$22,610
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,174,439
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,061,540
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,939
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$34,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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$4,955,771
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,634,999
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,679,228
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,972,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,210,165
Interest on participant loans2020-12-31$12,468
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,077,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,801,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,760,262
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,452,171
Employer contributions (assets) at end of year2020-12-31$1,231,810
Employer contributions (assets) at beginning of year2020-12-31$1,392,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,212,988
Contract administrator fees2020-12-31$102,912
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 name2020-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2020-12-31201717681
2019 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING 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$10,319,990
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,773,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,691,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,350,837
Value of total assets at end of year2019-12-31$44,679,228
Value of total assets at beginning of year2019-12-31$38,132,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,739
Total interest from all sources2019-12-31$12,352
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,140,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,140,900
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$1,021,387
Participant contributions at end of year2019-12-31$212,910
Participant contributions at beginning of year2019-12-31$221,498
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,061,540
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,959,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$58,689
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$6,546,982
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,679,228
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,132,246
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,210,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,795,567
Interest on participant loans2019-12-31$12,352
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,801,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,799,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,757,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,329,450
Employer contributions (assets) at end of year2019-12-31$1,392,971
Employer contributions (assets) at beginning of year2019-12-31$1,356,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,691,269
Contract administrator fees2019-12-31$81,739
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 name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING 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$463,986
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,791,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,733,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,397,105
Value of total assets at end of year2018-12-31$38,132,246
Value of total assets at beginning of year2018-12-31$40,459,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,402
Total interest from all sources2018-12-31$11,773
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$975,676
Participant contributions at end of year2018-12-31$221,498
Participant contributions at beginning of year2018-12-31$165,553
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,959,850
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$10,282,862
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$73,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$50,178
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-2,327,697
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,132,246
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,459,943
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,795,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,848,023
Interest on participant loans2018-12-31$11,773
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,799,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,938,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,995,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,347,975
Employer contributions (assets) at end of year2018-12-31$1,356,096
Employer contributions (assets) at beginning of year2018-12-31$1,225,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,733,281
Contract administrator fees2018-12-31$58,402
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE MORAN
Accountancy firm EIN2018-12-31351178661
2017 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,092,205
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,026,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,972,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,144,168
Value of total assets at end of year2017-12-31$40,459,943
Value of total assets at beginning of year2017-12-31$35,393,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,810
Total interest from all sources2017-12-31$9,758
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$856,541
Participant contributions at end of year2017-12-31$165,553
Participant contributions at beginning of year2017-12-31$212,055
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$10,282,862
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,327,381
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$116,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$67,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$5,066,088
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,459,943
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,393,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,848,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,094,212
Interest on participant loans2017-12-31$9,758
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,938,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,610,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,870,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,171,067
Employer contributions (assets) at end of year2017-12-31$1,225,118
Employer contributions (assets) at beginning of year2017-12-31$1,150,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,972,307
Contract administrator fees2017-12-31$53,810
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE MORAN
Accountancy firm EIN2017-12-31351178661
2016 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,768,207
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,665,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,587,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,987,420
Value of total assets at end of year2016-12-31$35,393,855
Value of total assets at beginning of year2016-12-31$35,291,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$77,990
Total interest from all sources2016-12-31$11,033
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$778,576
Participant contributions at end of year2016-12-31$212,055
Participant contributions at beginning of year2016-12-31$239,446
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,327,381
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,242,675
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$147,063
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$88,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$102,301
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,393,855
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,291,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,094,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,178,954
Interest on participant loans2016-12-31$11,033
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,610,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,504,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,769,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,061,781
Employer contributions (assets) at end of year2016-12-31$1,150,055
Employer contributions (assets) at beginning of year2016-12-31$1,126,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,499,642
Contract administrator fees2016-12-31$77,990
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE MORAN
Accountancy firm EIN2016-12-31351178661
2015 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,117,747
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,019,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,971,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,230,750
Value of total assets at end of year2015-12-31$35,291,554
Value of total assets at beginning of year2015-12-31$39,193,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,621
Total interest from all sources2015-12-31$9,090
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$859,177
Participant contributions at end of year2015-12-31$239,446
Participant contributions at beginning of year2015-12-31$205,671
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,242,675
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$14,233,162
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$286,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,901,598
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,291,554
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,193,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,178,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,200,966
Interest on participant loans2015-12-31$9,090
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,504,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,080,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-122,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,085,076
Employer contributions (assets) at end of year2015-12-31$1,126,044
Employer contributions (assets) at beginning of year2015-12-31$1,472,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,971,724
Contract administrator fees2015-12-31$47,621
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE MORAN
Accountancy firm EIN2015-12-31351178661
2014 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,776,129
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,761,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,709,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,311,842
Value of total assets at end of year2014-12-31$39,193,152
Value of total assets at beginning of year2014-12-31$37,178,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,353
Total interest from all sources2014-12-31$7,989
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$817,738
Participant contributions at end of year2014-12-31$205,671
Participant contributions at beginning of year2014-12-31$230,287
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$14,233,162
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,424,925
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,047
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$353
Value of net income/loss2014-12-31$2,014,437
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,193,152
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,178,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,200,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,818,294
Interest on participant loans2014-12-31$7,989
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,080,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,384,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,456,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,472,704
Employer contributions (assets) at end of year2014-12-31$1,472,704
Employer contributions (assets) at beginning of year2014-12-31$1,321,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,709,339
Contract administrator fees2014-12-31$52,353
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE MORAN
Accountancy firm EIN2014-12-31351178661
2013 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,786,923
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,735,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,717,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,127,888
Value of total assets at end of year2013-12-31$37,178,715
Value of total assets at beginning of year2013-12-31$33,127,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,871
Total interest from all sources2013-12-31$17,516
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,389
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$727,060
Participant contributions at end of year2013-12-31$230,287
Participant contributions at beginning of year2013-12-31$252,897
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$16,529
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,424,925
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$13,518,658
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$79,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$13,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,051,379
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,178,715
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,127,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$161,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,818,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,546,522
Interest on participant loans2013-12-31$7,222
Interest earned on other investments2013-12-31$10,294
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$5,669,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,574,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,574,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,384,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,641,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,321,205
Employer contributions (assets) at end of year2013-12-31$1,321,205
Employer contributions (assets) at beginning of year2013-12-31$1,386,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,704,093
Contract administrator fees2013-12-31$12,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE MORAN
Accountancy firm EIN2013-12-31351178661
2012 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,054,865
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,807,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,777,023
Value of total corrective distributions2012-12-31$17,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,151,151
Value of total assets at end of year2012-12-31$33,127,336
Value of total assets at beginning of year2012-12-31$29,880,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,789
Total interest from all sources2012-12-31$7,864
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$259,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$259,656
Administrative expenses professional fees incurred2012-12-31$8,084
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$764,249
Participant contributions at end of year2012-12-31$252,897
Participant contributions at beginning of year2012-12-31$105,584
Participant contributions at end of year2012-12-31$16,529
Participant contributions at beginning of year2012-12-31$32,916
Assets. Other investments not covered elsewhere at end of year2012-12-31$13,518,658
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$11,676,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,135
Other income not declared elsewhere2012-12-31$1,246,958
Administrative expenses (other) incurred2012-12-31$4,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,247,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,127,336
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,880,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$161,020
Assets. partnership/joint venture interests at beginning of year2012-12-31$229,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,546,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,982,728
Interest earned on other investments2012-12-31$7,471
Value of interest in common/collective trusts at end of year2012-12-31$5,669,975
Value of interest in common/collective trusts at beginning of year2012-12-31$4,899,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,574,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,581,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,581,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$723,365
Net investment gain or loss from common/collective trusts2012-12-31$665,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,386,902
Employer contributions (assets) at end of year2012-12-31$1,386,902
Employer contributions (assets) at beginning of year2012-12-31$1,365,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,777,023
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE MORAN
Accountancy firm EIN2012-12-31381357951
2011 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,437,884
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,728,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,691,732
Value of total corrective distributions2011-12-31$25,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,185,418
Value of total assets at end of year2011-12-31$29,880,064
Value of total assets at beginning of year2011-12-31$32,170,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,030
Total interest from all sources2011-12-31$4,055
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$159,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$159,726
Administrative expenses professional fees incurred2011-12-31$7,100
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$820,082
Participant contributions at end of year2011-12-31$105,584
Participant contributions at beginning of year2011-12-31$102,343
Participant contributions at end of year2011-12-31$32,916
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,676,962
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$14,478,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,420
Other income not declared elsewhere2011-12-31$-235,752
Administrative expenses (other) incurred2011-12-31$3,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,290,236
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,880,064
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,170,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$229,640
Assets. partnership/joint venture interests at beginning of year2011-12-31$212,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,982,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,280,436
Interest on participant loans2011-12-31$3,701
Value of interest in common/collective trusts at end of year2011-12-31$4,899,708
Value of interest in common/collective trusts at beginning of year2011-12-31$4,381,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,581,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,408,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,408,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-560,151
Net investment gain or loss from common/collective trusts2011-12-31$-115,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,365,336
Employer contributions (assets) at end of year2011-12-31$1,365,336
Employer contributions (assets) at beginning of year2011-12-31$1,303,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,691,732
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLUE & CO., LLC.
Accountancy firm EIN2011-12-31351178661
2010 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,374,291
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$140,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$126,597
Value of total corrective distributions2010-12-31$3,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,134,816
Value of total assets at end of year2010-12-31$32,170,300
Value of total assets at beginning of year2010-12-31$26,936,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,299
Total interest from all sources2010-12-31$4,878
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$101,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$101,947
Administrative expenses professional fees incurred2010-12-31$6,950
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$787,774
Participant contributions at end of year2010-12-31$102,343
Participant contributions at beginning of year2010-12-31$93,860
Participant contributions at beginning of year2010-12-31$7,397
Assets. Other investments not covered elsewhere at end of year2010-12-31$14,478,082
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,009,644
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,109
Other income not declared elsewhere2010-12-31$1,742,862
Administrative expenses (other) incurred2010-12-31$3,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,234,070
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,170,300
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,936,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$212,460
Assets. partnership/joint venture interests at beginning of year2010-12-31$174,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,280,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,466,293
Interest on participant loans2010-12-31$4,353
Value of interest in common/collective trusts at end of year2010-12-31$4,381,143
Value of interest in common/collective trusts at beginning of year2010-12-31$4,275,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,408,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,670,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,670,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$802,780
Net investment gain or loss from common/collective trusts2010-12-31$587,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,307,868
Employer contributions (assets) at end of year2010-12-31$1,303,134
Employer contributions (assets) at beginning of year2010-12-31$1,234,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$126,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31341310124
2009 : ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

2022: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORTHOPEDIC & NEUROLOGICAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336268-01
Policy instance 1
Insurance contract or identification number336268-01
Number of Individuals Covered33
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336268-01
Policy instance 1
Insurance contract or identification number336268-01
Number of Individuals Covered38
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336268-01
Policy instance 1
Insurance contract or identification number336268-01
Number of Individuals Covered291
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336268-01
Policy instance 1
Insurance contract or identification number336268-01
Number of Individuals Covered284
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336268-01
Policy instance 1
Insurance contract or identification number336268-01
Number of Individuals Covered283
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336268-01
Policy instance 1
Insurance contract or identification number336268-01
Number of Individuals Covered50
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336268-01
Policy instance 1
Insurance contract or identification number336268-01
Number of Individuals Covered56
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336268-01
Policy instance 1
Insurance contract or identification number336268-01
Number of Individuals Covered62
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336268-01
Policy instance 1
Insurance contract or identification number336268-01
Number of Individuals Covered69
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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