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ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ORTHOPAEDIC ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01VICTOR P. STRIMBU
0012016-10-01VICTOR P. STRIMBU
0012015-10-01VICTOR P. STRIMBU
0012014-10-01ALLAN FENTNER
0012013-10-01ALLAN FENTNER
0012012-10-01VICTOR STRIMBU VICTOR STRIMBU2014-03-05
0012011-10-01VICTOR STRIMBU
0012009-10-01VICTOR STRIMBU

Plan Statistics for ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-10-0183
Total number of active participants reported on line 7a of the Form 55002022-10-0183
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-0110
Total of all active and inactive participants2022-10-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-0193
Number of participants with account balances2022-10-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
2021: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-0193
Total number of active participants reported on line 7a of the Form 55002021-10-0170
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0113
Total of all active and inactive participants2021-10-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0183
Number of participants with account balances2021-10-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-012
2020: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-10-0196
Total number of active participants reported on line 7a of the Form 55002020-10-0172
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0121
Total of all active and inactive participants2020-10-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-0193
Number of participants with account balances2020-10-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-012
2019: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-0197
Total number of active participants reported on line 7a of the Form 55002019-10-0177
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0119
Total of all active and inactive participants2019-10-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0196
Number of participants with account balances2019-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-011
2018: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-0198
Total number of active participants reported on line 7a of the Form 55002018-10-0183
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0114
Total of all active and inactive participants2018-10-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0197
Number of participants with account balances2018-10-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-016
2017: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-0199
Total number of active participants reported on line 7a of the Form 55002017-10-0186
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0112
Total of all active and inactive participants2017-10-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0198
Number of participants with account balances2017-10-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-011
2016: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-0199
Total number of active participants reported on line 7a of the Form 55002016-10-0188
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0111
Total of all active and inactive participants2016-10-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0199
Number of participants with account balances2016-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-011
2015: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-0197
Total number of active participants reported on line 7a of the Form 55002015-10-0192
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-017
Total of all active and inactive participants2015-10-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0199
Number of participants with account balances2015-10-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-011
2014: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-0195
Total number of active participants reported on line 7a of the Form 55002014-10-0189
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-018
Total of all active and inactive participants2014-10-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0197
Number of participants with account balances2014-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-014
2013: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-01102
Total number of active participants reported on line 7a of the Form 55002013-10-0188
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-017
Total of all active and inactive participants2013-10-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0195
Number of participants with account balances2013-10-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-015
2012: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-01104
Total number of active participants reported on line 7a of the Form 55002012-10-0190
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0112
Total of all active and inactive participants2012-10-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01102
Number of participants with account balances2012-10-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-013
2011: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-01100
Total number of active participants reported on line 7a of the Form 55002011-10-0192
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0112
Total of all active and inactive participants2011-10-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01104
Number of participants with account balances2011-10-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-012
2009: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-0183
Total number of active participants reported on line 7a of the Form 55002009-10-0186
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0111
Total of all active and inactive participants2009-10-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0197
Number of participants with account balances2009-10-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-09-30$0
Total plan liabilities at end of year2023-09-30$0
Total plan liabilities at beginning of year2023-09-30$0
Total income from all sources2023-09-30$4,031,417
Expenses. Total of all expenses incurred2023-09-30$3,549,407
Benefits paid (including direct rollovers)2023-09-30$3,525,794
Total plan assets at end of year2023-09-30$20,638,838
Total plan assets at beginning of year2023-09-30$20,156,828
Value of fidelity bond covering the plan2023-09-30$500,000
Assets. Value of tangible personal property2023-09-30$0
Total contributions received or receivable from participants2023-09-30$221,519
Assets. Value of loans (other than to participants)2023-09-30$0
Expenses. Other expenses not covered elsewhere2023-09-30$0
Contributions received from other sources (not participants or employers)2023-09-30$0
Other income received2023-09-30$3,167,703
Noncash contributions received2023-09-30$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 loans2023-09-30$0
Assets. Value of assets in partnership/joint-venture interests2023-09-30$0
Assets. Value of real-estate (other than employer real property)2023-09-30$0
Assets. Value of employer securities2023-09-30$0
Assets. Value of employer real property2023-09-30$0
Total contributions received or receivable from employer(s)2023-09-30$642,195
Value of certain deemed distributions of participant loans2023-09-30$0
Value of corrective distributions2023-09-30$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 plan2022-09-30$0
Total plan liabilities at end of year2022-09-30$0
Total plan liabilities at beginning of year2022-09-30$0
Total income from all sources2022-09-30$-4,156,846
Expenses. Total of all expenses incurred2022-09-30$5,307,264
Benefits paid (including direct rollovers)2022-09-30$5,267,794
Total plan assets at end of year2022-09-30$20,156,828
Total plan assets at beginning of year2022-09-30$29,620,938
Value of fidelity bond covering the plan2022-09-30$500,000
Assets. Value of tangible personal property2022-09-30$0
Total contributions received or receivable from participants2022-09-30$209,750
Assets. Value of loans (other than to participants)2022-09-30$0
Expenses. Other expenses not covered elsewhere2022-09-30$0
Contributions received from other sources (not participants or employers)2022-09-30$1,212
Other income received2022-09-30$-5,145,978
Noncash contributions received2022-09-30$0
Net income (gross income less expenses)2022-09-30$-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 loans2022-09-30$0
Assets. Value of assets in partnership/joint-venture interests2022-09-30$0
Assets. Value of real-estate (other than employer real property)2022-09-30$0
Assets. Value of employer securities2022-09-30$0
Assets. Value of employer real property2022-09-30$0
Total contributions received or receivable from employer(s)2022-09-30$778,170
Value of certain deemed distributions of participant loans2022-09-30$0
Value of corrective distributions2022-09-30$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 plan2021-09-30$0
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$6,217,632
Expenses. Total of all expenses incurred2021-09-30$8,801,027
Benefits paid (including direct rollovers)2021-09-30$8,762,554
Total plan assets at end of year2021-09-30$29,620,938
Total plan assets at beginning of year2021-09-30$32,204,333
Value of fidelity bond covering the plan2021-09-30$500,000
Assets. Value of tangible personal property2021-09-30$0
Total contributions received or receivable from participants2021-09-30$209,446
Assets. Value of loans (other than to participants)2021-09-30$0
Expenses. Other expenses not covered elsewhere2021-09-30$0
Contributions received from other sources (not participants or employers)2021-09-30$1,448
Other income received2021-09-30$5,155,427
Noncash contributions received2021-09-30$0
Net income (gross income less expenses)2021-09-30$-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 loans2021-09-30$0
Assets. Value of assets in partnership/joint-venture interests2021-09-30$0
Assets. Value of real-estate (other than employer real property)2021-09-30$0
Assets. Value of employer securities2021-09-30$0
Assets. Value of employer real property2021-09-30$0
Total contributions received or receivable from employer(s)2021-09-30$851,311
Value of certain deemed distributions of participant loans2021-09-30$0
Value of corrective distributions2021-09-30$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 plan2020-09-30$0
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$4,276,729
Expenses. Total of all expenses incurred2020-09-30$2,273,485
Benefits paid (including direct rollovers)2020-09-30$2,232,400
Total plan assets at end of year2020-09-30$32,204,333
Total plan assets at beginning of year2020-09-30$30,201,089
Value of fidelity bond covering the plan2020-09-30$500,000
Assets. Value of tangible personal property2020-09-30$0
Total contributions received or receivable from participants2020-09-30$226,472
Assets. Value of loans (other than to participants)2020-09-30$0
Expenses. Other expenses not covered elsewhere2020-09-30$0
Contributions received from other sources (not participants or employers)2020-09-30$0
Other income received2020-09-30$3,190,826
Noncash contributions received2020-09-30$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 loans2020-09-30$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 year2020-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-09-30$0
Assets. Value of assets in partnership/joint-venture interests2020-09-30$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 2510.3-1022020-09-30$0
Assets. Value of employer securities2020-09-30$0
Assets. Value of employer real property2020-09-30$0
Total contributions received or receivable from employer(s)2020-09-30$859,431
Value of certain deemed distributions of participant loans2020-09-30$0
Value of corrective distributions2020-09-30$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 plan2019-09-30$0
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$1,695,578
Expenses. Total of all expenses incurred2019-09-30$387,511
Benefits paid (including direct rollovers)2019-09-30$350,010
Total plan assets at end of year2019-09-30$30,201,089
Total plan assets at beginning of year2019-09-30$28,893,022
Value of fidelity bond covering the plan2019-09-30$500,000
Total contributions received or receivable from participants2019-09-30$273,849
Expenses. Other expenses not covered elsewhere2019-09-30$0
Contributions received from other sources (not participants or employers)2019-09-30$0
Other income received2019-09-30$562,444
Noncash contributions received2019-09-30$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 loans2019-09-30$0
Value of corrective distributions2019-09-30$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 plan2018-09-30$0
Total plan liabilities at end of year2018-09-30$0
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$3,470,353
Expenses. Total of all expenses incurred2018-09-30$1,391,127
Benefits paid (including direct rollovers)2018-09-30$1,351,437
Total plan assets at end of year2018-09-30$28,893,022
Total plan assets at beginning of year2018-09-30$26,813,796
Value of fidelity bond covering the plan2018-09-30$500,000
Total contributions received or receivable from participants2018-09-30$212,550
Expenses. Other expenses not covered elsewhere2018-09-30$0
Contributions received from other sources (not participants or employers)2018-09-30$0
Other income received2018-09-30$2,425,772
Noncash contributions received2018-09-30$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 loans2018-09-30$0
Value of corrective distributions2018-09-30$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 plan2017-09-30$0
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$4,144,099
Expenses. Total of all expenses incurred2017-09-30$3,294,670
Benefits paid (including direct rollovers)2017-09-30$3,270,319
Total plan assets at end of year2017-09-30$26,813,796
Total plan assets at beginning of year2017-09-30$25,964,367
Value of fidelity bond covering the plan2017-09-30$500,000
Total contributions received or receivable from participants2017-09-30$227,526
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$1,569
Other income received2017-09-30$3,064,469
Noncash contributions received2017-09-30$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 loans2017-09-30$0
Value of corrective distributions2017-09-30$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 plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$3,284,855
Expenses. Total of all expenses incurred2016-09-30$135,294
Benefits paid (including direct rollovers)2016-09-30$78,154
Total plan assets at end of year2016-09-30$25,964,367
Total plan assets at beginning of year2016-09-30$22,814,806
Value of fidelity bond covering the plan2016-09-30$500,000
Total contributions received or receivable from participants2016-09-30$169,709
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$2,244,521
Noncash contributions received2016-09-30$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 loans2016-09-30$0
Value of corrective distributions2016-09-30$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 plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$511,122
Expenses. Total of all expenses incurred2015-09-30$151,208
Benefits paid (including direct rollovers)2015-09-30$99,268
Total plan assets at end of year2015-09-30$22,814,806
Total plan assets at beginning of year2015-09-30$22,454,892
Value of fidelity bond covering the plan2015-09-30$500,000
Total contributions received or receivable from participants2015-09-30$173,109
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-498,386
Noncash contributions received2015-09-30$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 loans2015-09-30$0
Value of corrective distributions2015-09-30$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 plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total income from all sources2014-09-30$2,866,289
Expenses. Total of all expenses incurred2014-09-30$1,396,854
Benefits paid (including direct rollovers)2014-09-30$1,396,766
Total plan assets at end of year2014-09-30$22,454,892
Total plan assets at beginning of year2014-09-30$20,985,457
Value of fidelity bond covering the plan2014-09-30$500,000
Total contributions received or receivable from participants2014-09-30$183,680
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$1,837,587
Noncash contributions received2014-09-30$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 loans2014-09-30$0
Value of corrective distributions2014-09-30$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 sources2013-09-30$2,917,553
Expenses. Total of all expenses incurred2013-09-30$427,923
Benefits paid (including direct rollovers)2013-09-30$427,823
Total plan assets at end of year2013-09-30$20,985,457
Total plan assets at beginning of year2013-09-30$18,495,827
Value of fidelity bond covering the plan2013-09-30$500,000
Total contributions received or receivable from participants2013-09-30$187,560
Other income received2013-09-30$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 securities2013-09-30$0
2012 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-09-30$3,153,657
Expenses. Total of all expenses incurred2012-09-30$40,083
Benefits paid (including direct rollovers)2012-09-30$40,030
Total plan assets at end of year2012-09-30$18,495,827
Total plan assets at beginning of year2012-09-30$15,382,253
Value of fidelity bond covering the plan2012-09-30$500,000
Total contributions received or receivable from participants2012-09-30$160,813
Other income received2012-09-30$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 securities2012-09-30$0
2011 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-09-30$1,324,685
Expenses. Total of all expenses incurred2011-09-30$2,773,361
Benefits paid (including direct rollovers)2011-09-30$2,772,990
Total plan assets at end of year2011-09-30$15,382,253
Total plan assets at beginning of year2011-09-30$16,830,929
Value of fidelity bond covering the plan2011-09-30$500,000
Total contributions received or receivable from participants2011-09-30$168,629
Other income received2011-09-30$451,167
Net income (gross income less expenses)2011-09-30$-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 securities2011-09-30$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 securities2010-09-30$0

Form 5500 Responses for ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

2022: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01This submission is the final filingNo
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01This submission is the final filingNo
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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