401k Plan data: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN plan

SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN
Plan identification number	001

SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

SOUTHERN INDIANA ORTHOPEDICS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN INDIANA ORTHOPEDICS, INC.

Employer identification number (EIN): 352133454

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SHARON FISCHER
001 2017-01-01 SHARON FISCHER
001 2016-10-01 SHARON FISCHER
001 2015-10-01 SHARON FISCHER
001 2014-10-01 SHARON FISCHER
001 2013-10-01 SHARON FISCHER
001 2012-10-01 SHARON K FISCHER 2014-04-29
001 2011-10-01 SHARON K FISCHER 2013-04-23
001 2010-10-01 SHARON K FISCHER 2012-04-23 SHARON K FISCHER 2012-04-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	SHARON FISCHER
001	2017-01-01	SHARON FISCHER
001	2016-10-01	SHARON FISCHER
001	2015-10-01	SHARON FISCHER
001	2014-10-01	SHARON FISCHER
001	2013-10-01	SHARON FISCHER
001	2012-10-01	SHARON K FISCHER	2014-04-29
001	2011-10-01	SHARON K FISCHER	2013-04-23
001	2010-10-01	SHARON K FISCHER	2012-04-23	SHARON K FISCHER	2012-04-23

Plan Statistics for SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 60
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 21
Total of all active and inactive participants 2023-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 81
Number of participants with account balances 2023-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 58
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 78
Number of participants with account balances 2022-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 50
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 26
Total of all active and inactive participants 2021-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 76
Number of participants with account balances 2021-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 60
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 76
Number of participants with account balances 2020-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 47
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 62
Number of participants with account balances 2019-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 56
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 64
Number of participants with account balances 2018-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 54
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 62
Number of participants with account balances 2017-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 59
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 47
Number of retired or separated participants receiving benefits 2016-10-01 1
Number of other retired or separated participants entitled to future benefits 2016-10-01 9
Total of all active and inactive participants 2016-10-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 57
Number of participants with account balances 2016-10-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 62
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 48
Number of retired or separated participants receiving benefits 2015-10-01 2
Number of other retired or separated participants entitled to future benefits 2015-10-01 9
Total of all active and inactive participants 2015-10-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 59
Number of participants with account balances 2015-10-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 3
2014: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 60
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 53
Number of retired or separated participants receiving benefits 2014-10-01 1
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 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 62
Number of participants with account balances 2014-10-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 1
2013: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 59
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 52
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 8
Total of all active and inactive participants 2013-10-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 60
Number of participants with account balances 2013-10-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 1

Measure	Date	Value
2023: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	60
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	21
Total of all active and inactive participants	2023-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	81
Number of participants with account balances	2023-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	58
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	78
Number of participants with account balances	2022-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	50
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	76
Number of participants with account balances	2021-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	60
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	76
Number of participants with account balances	2020-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	47
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	62
Number of participants with account balances	2019-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	56
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	64
Number of participants with account balances	2018-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	54
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	62
Number of participants with account balances	2017-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	59
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	47
Number of retired or separated participants receiving benefits	2016-10-01	1
Number of other retired or separated participants entitled to future benefits	2016-10-01	9
Total of all active and inactive participants	2016-10-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	57
Number of participants with account balances	2016-10-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	62
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	48
Number of retired or separated participants receiving benefits	2015-10-01	2
Number of other retired or separated participants entitled to future benefits	2015-10-01	9
Total of all active and inactive participants	2015-10-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	59
Number of participants with account balances	2015-10-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	3
2014: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	60
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	53
Number of retired or separated participants receiving benefits	2014-10-01	1
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	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	62
Number of participants with account balances	2014-10-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	1
2013: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	59
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	52
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	8
Total of all active and inactive participants	2013-10-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	60
Number of participants with account balances	2013-10-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	1

Financial Data on SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,289,309
Expenses. Total of all expenses incurred	2023-12-31	$1,121,956
Benefits paid (including direct rollovers)	2023-12-31	$1,082,726
Total plan assets at end of year	2023-12-31	$11,598,150
Total plan assets at beginning of year	2023-12-31	$10,430,797
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$284,714
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,656,518
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,167,353
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$11,598,150
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$10,430,797
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$348,077
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$39,230
2022 : SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,490,709
Expenses. Total of all expenses incurred	2022-12-31	$1,792,071
Benefits paid (including direct rollovers)	2022-12-31	$1,745,890
Total plan assets at end of year	2022-12-31	$10,430,797
Total plan assets at beginning of year	2022-12-31	$13,713,577
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$303,739
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,126,958
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,282,780
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,430,797
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,713,577
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$332,510
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$300
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$45,881
2021 : SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,303,885
Expenses. Total of all expenses incurred	2021-12-31	$4,217,780
Benefits paid (including direct rollovers)	2021-12-31	$4,161,512
Total plan assets at end of year	2021-12-31	$13,713,577
Total plan assets at beginning of year	2021-12-31	$15,627,472
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$302,039
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$123
Other income received	2021-12-31	$1,609,214
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-1,913,895
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,713,577
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$15,627,472
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$392,509
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$56,268
2020 : SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,046,074
Expenses. Total of all expenses incurred	2020-12-31	$434,659
Benefits paid (including direct rollovers)	2020-12-31	$381,250
Total plan assets at end of year	2020-12-31	$15,627,472
Total plan assets at beginning of year	2020-12-31	$14,016,057
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$279,634
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$255,735
Other income received	2020-12-31	$1,187,082
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,611,415
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$15,627,472
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$14,016,057
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$323,623
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$53,409
2019 : SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,833,422
Expenses. Total of all expenses incurred	2019-12-31	$236,706
Benefits paid (including direct rollovers)	2019-12-31	$184,964
Total plan assets at end of year	2019-12-31	$14,016,057
Total plan assets at beginning of year	2019-12-31	$11,419,341
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$256,110
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,281,980
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,596,716
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$14,016,057
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$11,419,341
Total contributions received or receivable from employer(s)	2019-12-31	$295,332
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$51,742
2018 : SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$60,392
Expenses. Total of all expenses incurred	2018-12-31	$1,578,483
Benefits paid (including direct rollovers)	2018-12-31	$1,525,732
Total plan assets at end of year	2018-12-31	$11,419,341
Total plan assets at beginning of year	2018-12-31	$12,937,432
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$243,069
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-511,218
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,518,091
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$11,419,341
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$12,937,432
Total contributions received or receivable from employer(s)	2018-12-31	$328,541
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$52,751
2017 : SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,366,322
Expenses. Total of all expenses incurred	2017-12-31	$1,431,872
Benefits paid (including direct rollovers)	2017-12-31	$1,386,477
Total plan assets at end of year	2017-12-31	$12,937,432
Total plan assets at beginning of year	2017-12-31	$12,002,982
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$268,920
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,783,444
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$934,450
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$12,937,432
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$12,002,982
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$313,958
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$45,395
2016 : SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$178,749
Expenses. Total of all expenses incurred	2016-12-31	$150,361
Benefits paid (including direct rollovers)	2016-12-31	$138,328
Total plan assets at end of year	2016-12-31	$12,002,982
Total plan assets at beginning of year	2016-12-31	$11,974,594
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$81,176
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$8,757
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$28,388
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$12,002,982
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,974,594
Total contributions received or receivable from employer(s)	2016-12-31	$88,816
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$12,033
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	$1,599,976
Expenses. Total of all expenses incurred	2016-09-30	$419,030
Benefits paid (including direct rollovers)	2016-09-30	$367,607
Total plan assets at end of year	2016-09-30	$11,974,594
Total plan assets at beginning of year	2016-09-30	$10,793,648
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$218,297
Expenses. Other expenses not covered elsewhere	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$4,163
Other income received	2016-09-30	$1,085,793
Noncash contributions received	2016-09-30	$0
Net income (gross income less expenses)	2016-09-30	$1,180,946
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$11,974,594
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$10,793,648
Total contributions received or receivable from employer(s)	2016-09-30	$291,723
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	$51,423
2015 : SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 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	$401,241
Expenses. Total of all expenses incurred	2015-09-30	$193,073
Benefits paid (including direct rollovers)	2015-09-30	$154,740
Total plan assets at end of year	2015-09-30	$10,793,648
Total plan assets at beginning of year	2015-09-30	$10,585,480
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$242,823
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	$-148,345
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$208,168
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$10,793,648
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$10,585,480
Total contributions received or receivable from employer(s)	2015-09-30	$306,763
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	$38,333
2014 : SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 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 plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$1,119,106
Expenses. Total of all expenses incurred	2014-09-30	$447,721
Benefits paid (including direct rollovers)	2014-09-30	$427,508
Total plan assets at end of year	2014-09-30	$10,585,480
Total plan assets at beginning of year	2014-09-30	$9,914,095
Value of fidelity bond covering the plan	2014-09-30	$500,000
Total contributions received or receivable from participants	2014-09-30	$215,346
Expenses. Other expenses not covered elsewhere	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$13,001
Other income received	2014-09-30	$890,759
Noncash contributions received	2014-09-30	$0
Net income (gross income less expenses)	2014-09-30	$671,385
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$10,585,480
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$9,914,095
Total contributions received or receivable from employer(s)	2014-09-30	$0
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	$20,213

Form 5500 Responses for SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN

2023: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 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)	Yes
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: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 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: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 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: SOUTHERN INDIANA ORTHOPEDICS, INC. RETIREMENT SAVINGS PLAN 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

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Company Name:	SOUTHERN INDIANA ORTHOPEDICS, INC.
Employer identification number (EIN):	352133454
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)