Plan Name | ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ORTHOPAEDIC ASSOCIATES, INC. |
Employer identification number (EIN): | 341057660 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about ORTHOPAEDIC ASSOCIATES, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1970-03-04 |
Company Identification Number: | 394894 |
Legal Registered Office Address: |
24723 DETROIT RD - WESTLAKE United States of America (USA) 441450000 |
More information about ORTHOPAEDIC ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-10-01 | ||||
001 | 2021-10-01 | ||||
001 | 2020-10-01 | ||||
001 | 2019-10-01 | ||||
001 | 2018-10-01 | ||||
001 | 2017-10-01 | VICTOR P. STRIMBU | |||
001 | 2016-10-01 | VICTOR P. STRIMBU | |||
001 | 2015-10-01 | VICTOR P. STRIMBU | |||
001 | 2014-10-01 | ALLAN FENTNER | |||
001 | 2013-10-01 | ALLAN FENTNER | |||
001 | 2012-10-01 | VICTOR STRIMBU | VICTOR STRIMBU | 2014-03-05 | |
001 | 2011-10-01 | VICTOR STRIMBU | |||
001 | 2009-10-01 | VICTOR STRIMBU |
Measure | Date | Value |
---|---|---|
2022: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-10-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 83 |
Number of retired or separated participants receiving benefits | 2022-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 10 |
Total of all active and inactive participants | 2022-10-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-10-01 | 0 |
Total participants | 2022-10-01 | 93 |
Number of participants with account balances | 2022-10-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-10-01 | 0 |
2021: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-10-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 70 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 13 |
Total of all active and inactive participants | 2021-10-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
Total participants | 2021-10-01 | 83 |
Number of participants with account balances | 2021-10-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 2 |
2020: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-10-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 72 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 21 |
Total of all active and inactive participants | 2020-10-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 93 |
Number of participants with account balances | 2020-10-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 2 |
2019: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-10-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 77 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 19 |
Total of all active and inactive participants | 2019-10-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 96 |
Number of participants with account balances | 2019-10-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 1 |
2018: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-10-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 83 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 14 |
Total of all active and inactive participants | 2018-10-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 97 |
Number of participants with account balances | 2018-10-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 6 |
2017: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-10-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 86 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 12 |
Total of all active and inactive participants | 2017-10-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 98 |
Number of participants with account balances | 2017-10-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 1 |
2016: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-10-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 88 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 11 |
Total of all active and inactive participants | 2016-10-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 99 |
Number of participants with account balances | 2016-10-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 1 |
2015: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 92 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 7 |
Total of all active and inactive participants | 2015-10-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 99 |
Number of participants with account balances | 2015-10-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 1 |
2014: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 89 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 8 |
Total of all active and inactive participants | 2014-10-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 97 |
Number of participants with account balances | 2014-10-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 4 |
2013: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 88 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 7 |
Total of all active and inactive participants | 2013-10-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 95 |
Number of participants with account balances | 2013-10-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 5 |
2012: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 90 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 12 |
Total of all active and inactive participants | 2012-10-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 102 |
Number of participants with account balances | 2012-10-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 3 |
2011: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 92 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 12 |
Total of all active and inactive participants | 2011-10-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 104 |
Number of participants with account balances | 2011-10-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 2 |
2009: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 86 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 11 |
Total of all active and inactive participants | 2009-10-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 97 |
Number of participants with account balances | 2009-10-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2023 401k financial data | ||
Transfers to/from the plan | 2023-09-30 | $0 |
Total plan liabilities at end of year | 2023-09-30 | $0 |
Total plan liabilities at beginning of year | 2023-09-30 | $0 |
Total income from all sources | 2023-09-30 | $4,031,417 |
Expenses. Total of all expenses incurred | 2023-09-30 | $3,549,407 |
Benefits paid (including direct rollovers) | 2023-09-30 | $3,525,794 |
Total plan assets at end of year | 2023-09-30 | $20,638,838 |
Total plan assets at beginning of year | 2023-09-30 | $20,156,828 |
Value of fidelity bond covering the plan | 2023-09-30 | $500,000 |
Assets. Value of tangible personal property | 2023-09-30 | $0 |
Total contributions received or receivable from participants | 2023-09-30 | $221,519 |
Assets. Value of loans (other than to participants) | 2023-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2023-09-30 | $0 |
Other income received | 2023-09-30 | $3,167,703 |
Noncash contributions received | 2023-09-30 | $0 |
Net income (gross income less expenses) | 2023-09-30 | $482,010 |
Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $20,638,838 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $20,156,828 |
Assets. Value of participant loans | 2023-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-09-30 | $0 |
Assets. Value of employer securities | 2023-09-30 | $0 |
Assets. Value of employer real property | 2023-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2023-09-30 | $642,195 |
Value of certain deemed distributions of participant loans | 2023-09-30 | $0 |
Value of corrective distributions | 2023-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $23,613 |
2022 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
Transfers to/from the plan | 2022-09-30 | $0 |
Total plan liabilities at end of year | 2022-09-30 | $0 |
Total plan liabilities at beginning of year | 2022-09-30 | $0 |
Total income from all sources | 2022-09-30 | $-4,156,846 |
Expenses. Total of all expenses incurred | 2022-09-30 | $5,307,264 |
Benefits paid (including direct rollovers) | 2022-09-30 | $5,267,794 |
Total plan assets at end of year | 2022-09-30 | $20,156,828 |
Total plan assets at beginning of year | 2022-09-30 | $29,620,938 |
Value of fidelity bond covering the plan | 2022-09-30 | $500,000 |
Assets. Value of tangible personal property | 2022-09-30 | $0 |
Total contributions received or receivable from participants | 2022-09-30 | $209,750 |
Assets. Value of loans (other than to participants) | 2022-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2022-09-30 | $1,212 |
Other income received | 2022-09-30 | $-5,145,978 |
Noncash contributions received | 2022-09-30 | $0 |
Net income (gross income less expenses) | 2022-09-30 | $-9,464,110 |
Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $20,156,828 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $29,620,938 |
Assets. Value of participant loans | 2022-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-09-30 | $0 |
Assets. Value of employer securities | 2022-09-30 | $0 |
Assets. Value of employer real property | 2022-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2022-09-30 | $778,170 |
Value of certain deemed distributions of participant loans | 2022-09-30 | $0 |
Value of corrective distributions | 2022-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $39,470 |
2021 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data | ||
Transfers to/from the plan | 2021-09-30 | $0 |
Total plan liabilities at end of year | 2021-09-30 | $0 |
Total plan liabilities at beginning of year | 2021-09-30 | $0 |
Total income from all sources | 2021-09-30 | $6,217,632 |
Expenses. Total of all expenses incurred | 2021-09-30 | $8,801,027 |
Benefits paid (including direct rollovers) | 2021-09-30 | $8,762,554 |
Total plan assets at end of year | 2021-09-30 | $29,620,938 |
Total plan assets at beginning of year | 2021-09-30 | $32,204,333 |
Value of fidelity bond covering the plan | 2021-09-30 | $500,000 |
Assets. Value of tangible personal property | 2021-09-30 | $0 |
Total contributions received or receivable from participants | 2021-09-30 | $209,446 |
Assets. Value of loans (other than to participants) | 2021-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2021-09-30 | $1,448 |
Other income received | 2021-09-30 | $5,155,427 |
Noncash contributions received | 2021-09-30 | $0 |
Net income (gross income less expenses) | 2021-09-30 | $-2,583,395 |
Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $29,620,938 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $32,204,333 |
Assets. Value of participant loans | 2021-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-09-30 | $0 |
Assets. Value of employer securities | 2021-09-30 | $0 |
Assets. Value of employer real property | 2021-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2021-09-30 | $851,311 |
Value of certain deemed distributions of participant loans | 2021-09-30 | $0 |
Value of corrective distributions | 2021-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $38,473 |
2020 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data | ||
Transfers to/from the plan | 2020-09-30 | $0 |
Total plan liabilities at end of year | 2020-09-30 | $0 |
Total plan liabilities at beginning of year | 2020-09-30 | $0 |
Total income from all sources | 2020-09-30 | $4,276,729 |
Expenses. Total of all expenses incurred | 2020-09-30 | $2,273,485 |
Benefits paid (including direct rollovers) | 2020-09-30 | $2,232,400 |
Total plan assets at end of year | 2020-09-30 | $32,204,333 |
Total plan assets at beginning of year | 2020-09-30 | $30,201,089 |
Value of fidelity bond covering the plan | 2020-09-30 | $500,000 |
Assets. Value of tangible personal property | 2020-09-30 | $0 |
Total contributions received or receivable from participants | 2020-09-30 | $226,472 |
Assets. Value of loans (other than to participants) | 2020-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
Other income received | 2020-09-30 | $3,190,826 |
Noncash contributions received | 2020-09-30 | $0 |
Net income (gross income less expenses) | 2020-09-30 | $2,003,244 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $32,204,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $30,201,089 |
Assets. Value of participant loans | 2020-09-30 | $0 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-09-30 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-09-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-09-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-09-30 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-09-30 | $0 |
Assets. Value of employer securities | 2020-09-30 | $0 |
Assets. Value of employer real property | 2020-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $859,431 |
Value of certain deemed distributions of participant loans | 2020-09-30 | $0 |
Value of corrective distributions | 2020-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $41,085 |
2019 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data | ||
Transfers to/from the plan | 2019-09-30 | $0 |
Total plan liabilities at end of year | 2019-09-30 | $0 |
Total plan liabilities at beginning of year | 2019-09-30 | $0 |
Total income from all sources | 2019-09-30 | $1,695,578 |
Expenses. Total of all expenses incurred | 2019-09-30 | $387,511 |
Benefits paid (including direct rollovers) | 2019-09-30 | $350,010 |
Total plan assets at end of year | 2019-09-30 | $30,201,089 |
Total plan assets at beginning of year | 2019-09-30 | $28,893,022 |
Value of fidelity bond covering the plan | 2019-09-30 | $500,000 |
Total contributions received or receivable from participants | 2019-09-30 | $273,849 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-09-30 | $0 |
Other income received | 2019-09-30 | $562,444 |
Noncash contributions received | 2019-09-30 | $0 |
Net income (gross income less expenses) | 2019-09-30 | $1,308,067 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $30,201,089 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $28,893,022 |
Total contributions received or receivable from employer(s) | 2019-09-30 | $859,285 |
Value of certain deemed distributions of participant loans | 2019-09-30 | $0 |
Value of corrective distributions | 2019-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $37,501 |
2018 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-09-30 | $0 |
Total plan liabilities at end of year | 2018-09-30 | $0 |
Total plan liabilities at beginning of year | 2018-09-30 | $0 |
Total income from all sources | 2018-09-30 | $3,470,353 |
Expenses. Total of all expenses incurred | 2018-09-30 | $1,391,127 |
Benefits paid (including direct rollovers) | 2018-09-30 | $1,351,437 |
Total plan assets at end of year | 2018-09-30 | $28,893,022 |
Total plan assets at beginning of year | 2018-09-30 | $26,813,796 |
Value of fidelity bond covering the plan | 2018-09-30 | $500,000 |
Total contributions received or receivable from participants | 2018-09-30 | $212,550 |
Expenses. Other expenses not covered elsewhere | 2018-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2018-09-30 | $0 |
Other income received | 2018-09-30 | $2,425,772 |
Noncash contributions received | 2018-09-30 | $0 |
Net income (gross income less expenses) | 2018-09-30 | $2,079,226 |
Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $28,893,022 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $26,813,796 |
Total contributions received or receivable from employer(s) | 2018-09-30 | $832,031 |
Value of certain deemed distributions of participant loans | 2018-09-30 | $0 |
Value of corrective distributions | 2018-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-30 | $39,690 |
2017 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data | ||
Transfers to/from the plan | 2017-09-30 | $0 |
Total plan liabilities at end of year | 2017-09-30 | $0 |
Total plan liabilities at beginning of year | 2017-09-30 | $0 |
Total income from all sources | 2017-09-30 | $4,144,099 |
Expenses. Total of all expenses incurred | 2017-09-30 | $3,294,670 |
Benefits paid (including direct rollovers) | 2017-09-30 | $3,270,319 |
Total plan assets at end of year | 2017-09-30 | $26,813,796 |
Total plan assets at beginning of year | 2017-09-30 | $25,964,367 |
Value of fidelity bond covering the plan | 2017-09-30 | $500,000 |
Total contributions received or receivable from participants | 2017-09-30 | $227,526 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-09-30 | $1,569 |
Other income received | 2017-09-30 | $3,064,469 |
Noncash contributions received | 2017-09-30 | $0 |
Net income (gross income less expenses) | 2017-09-30 | $849,429 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $26,813,796 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $25,964,367 |
Total contributions received or receivable from employer(s) | 2017-09-30 | $850,535 |
Value of certain deemed distributions of participant loans | 2017-09-30 | $0 |
Value of corrective distributions | 2017-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $24,351 |
2016 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data | ||
Transfers to/from the plan | 2016-09-30 | $0 |
Total plan liabilities at end of year | 2016-09-30 | $0 |
Total plan liabilities at beginning of year | 2016-09-30 | $0 |
Total income from all sources | 2016-09-30 | $3,284,855 |
Expenses. Total of all expenses incurred | 2016-09-30 | $135,294 |
Benefits paid (including direct rollovers) | 2016-09-30 | $78,154 |
Total plan assets at end of year | 2016-09-30 | $25,964,367 |
Total plan assets at beginning of year | 2016-09-30 | $22,814,806 |
Value of fidelity bond covering the plan | 2016-09-30 | $500,000 |
Total contributions received or receivable from participants | 2016-09-30 | $169,709 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
Other income received | 2016-09-30 | $2,244,521 |
Noncash contributions received | 2016-09-30 | $0 |
Net income (gross income less expenses) | 2016-09-30 | $3,149,561 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $25,964,367 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $22,814,806 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $870,625 |
Value of certain deemed distributions of participant loans | 2016-09-30 | $0 |
Value of corrective distributions | 2016-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $57,140 |
2015 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Transfers to/from the plan | 2015-09-30 | $0 |
Total plan liabilities at end of year | 2015-09-30 | $0 |
Total plan liabilities at beginning of year | 2015-09-30 | $0 |
Total income from all sources | 2015-09-30 | $511,122 |
Expenses. Total of all expenses incurred | 2015-09-30 | $151,208 |
Benefits paid (including direct rollovers) | 2015-09-30 | $99,268 |
Total plan assets at end of year | 2015-09-30 | $22,814,806 |
Total plan assets at beginning of year | 2015-09-30 | $22,454,892 |
Value of fidelity bond covering the plan | 2015-09-30 | $500,000 |
Total contributions received or receivable from participants | 2015-09-30 | $173,109 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
Other income received | 2015-09-30 | $-498,386 |
Noncash contributions received | 2015-09-30 | $0 |
Net income (gross income less expenses) | 2015-09-30 | $359,914 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $22,814,806 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $22,454,892 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $836,399 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
Value of corrective distributions | 2015-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $51,940 |
2014 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-09-30 | $0 |
Total plan liabilities at end of year | 2014-09-30 | $0 |
Total income from all sources | 2014-09-30 | $2,866,289 |
Expenses. Total of all expenses incurred | 2014-09-30 | $1,396,854 |
Benefits paid (including direct rollovers) | 2014-09-30 | $1,396,766 |
Total plan assets at end of year | 2014-09-30 | $22,454,892 |
Total plan assets at beginning of year | 2014-09-30 | $20,985,457 |
Value of fidelity bond covering the plan | 2014-09-30 | $500,000 |
Total contributions received or receivable from participants | 2014-09-30 | $183,680 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
Other income received | 2014-09-30 | $1,837,587 |
Noncash contributions received | 2014-09-30 | $0 |
Net income (gross income less expenses) | 2014-09-30 | $1,469,435 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $22,454,892 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $20,985,457 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $845,022 |
Value of certain deemed distributions of participant loans | 2014-09-30 | $0 |
Value of corrective distributions | 2014-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $88 |
2013 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data | ||
Total income from all sources | 2013-09-30 | $2,917,553 |
Expenses. Total of all expenses incurred | 2013-09-30 | $427,923 |
Benefits paid (including direct rollovers) | 2013-09-30 | $427,823 |
Total plan assets at end of year | 2013-09-30 | $20,985,457 |
Total plan assets at beginning of year | 2013-09-30 | $18,495,827 |
Value of fidelity bond covering the plan | 2013-09-30 | $500,000 |
Total contributions received or receivable from participants | 2013-09-30 | $187,560 |
Other income received | 2013-09-30 | $1,837,657 |
Net income (gross income less expenses) | 2013-09-30 | $2,489,630 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $20,985,457 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $18,495,827 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $892,336 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
2012 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data | ||
Total income from all sources | 2012-09-30 | $3,153,657 |
Expenses. Total of all expenses incurred | 2012-09-30 | $40,083 |
Benefits paid (including direct rollovers) | 2012-09-30 | $40,030 |
Total plan assets at end of year | 2012-09-30 | $18,495,827 |
Total plan assets at beginning of year | 2012-09-30 | $15,382,253 |
Value of fidelity bond covering the plan | 2012-09-30 | $500,000 |
Total contributions received or receivable from participants | 2012-09-30 | $160,813 |
Other income received | 2012-09-30 | $2,216,208 |
Net income (gross income less expenses) | 2012-09-30 | $3,113,574 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $18,495,827 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $15,382,253 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $776,636 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $53 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
2011 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-09-30 | $1,324,685 |
Expenses. Total of all expenses incurred | 2011-09-30 | $2,773,361 |
Benefits paid (including direct rollovers) | 2011-09-30 | $2,772,990 |
Total plan assets at end of year | 2011-09-30 | $15,382,253 |
Total plan assets at beginning of year | 2011-09-30 | $16,830,929 |
Value of fidelity bond covering the plan | 2011-09-30 | $500,000 |
Total contributions received or receivable from participants | 2011-09-30 | $168,629 |
Other income received | 2011-09-30 | $451,167 |
Net income (gross income less expenses) | 2011-09-30 | $-1,448,676 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $15,382,253 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $16,830,929 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $704,889 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $371 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
2010 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
2022: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-10-01 | Type of plan entity | Single employer plan |
2022-10-01 | This submission is the final filing | No |
2022-10-01 | Plan is a collectively bargained plan | No |
2022-10-01 | Plan funding arrangement – Trust | Yes |
2022-10-01 | Plan benefit arrangement - Trust | Yes |
2021: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses | ||
2021-10-01 | Type of plan entity | Single employer plan |
2021-10-01 | This submission is the final filing | No |
2021-10-01 | Plan is a collectively bargained plan | No |
2021-10-01 | Plan funding arrangement – Trust | Yes |
2021-10-01 | Plan benefit arrangement - Trust | Yes |
2020: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses | ||
2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Submission has been amended | No |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | No |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses | ||
2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses | ||
2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses | ||
2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses | ||
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2009: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |