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ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 401k Plan overview

Plan NameORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN
Plan identification number 002

ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C.
Employer identification number (EIN):362971714
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01PAUL R. MEYER, JR.
0022014-01-01PAUL R. MEYER, JR.
0022013-01-01PAUL R. MEYER, JR.
0022012-01-01PAUL R. MEYER, JR.
0022011-01-01PAUL R. MEYER, JR.
0022010-01-01PAUL R. MEYER, JR.
0022009-01-01PAUL MERKEL

Plan Statistics for ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN

401k plan membership statisitcs for ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN

Measure Date Value
2017: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN

Measure Date Value
2017 : ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-12-31$4,316
Expenses. Total of all expenses incurred2017-12-31$102,161
Benefits paid (including direct rollovers)2017-12-31$100,068
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$97,845
Expenses. Other expenses not covered elsewhere2017-12-31$2,093
Other income received2017-12-31$4,316
Net income (gross income less expenses)2017-12-31$-97,845
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$97,845
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$4,908
Expenses. Total of all expenses incurred2016-12-31$20,741
Benefits paid (including direct rollovers)2016-12-31$17,000
Total plan assets at end of year2016-12-31$97,845
Total plan assets at beginning of year2016-12-31$113,678
Expenses. Other expenses not covered elsewhere2016-12-31$3,741
Other income received2016-12-31$4,908
Net income (gross income less expenses)2016-12-31$-15,833
Net plan assets at end of year (total assets less liabilities)2016-12-31$97,845
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$113,678
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-72
Expenses. Total of all expenses incurred2015-12-31$13,346
Benefits paid (including direct rollovers)2015-12-31$12,000
Total plan assets at end of year2015-12-31$113,678
Total plan assets at beginning of year2015-12-31$127,096
Expenses. Other expenses not covered elsewhere2015-12-31$1,346
Other income received2015-12-31$-72
Net income (gross income less expenses)2015-12-31$-13,418
Net plan assets at end of year (total assets less liabilities)2015-12-31$113,678
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$127,096
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$5,241
Expenses. Total of all expenses incurred2014-12-31$13,432
Benefits paid (including direct rollovers)2014-12-31$12,000
Total plan assets at end of year2014-12-31$127,096
Total plan assets at beginning of year2014-12-31$135,287
Expenses. Other expenses not covered elsewhere2014-12-31$1,432
Other income received2014-12-31$5,241
Net income (gross income less expenses)2014-12-31$-8,191
Net plan assets at end of year (total assets less liabilities)2014-12-31$127,096
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$135,287
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$18,055
Expenses. Total of all expenses incurred2013-12-31$13,456
Benefits paid (including direct rollovers)2013-12-31$12,000
Total plan assets at end of year2013-12-31$135,287
Total plan assets at beginning of year2013-12-31$130,688
Expenses. Other expenses not covered elsewhere2013-12-31$1,456
Other income received2013-12-31$18,055
Net income (gross income less expenses)2013-12-31$4,599
Net plan assets at end of year (total assets less liabilities)2013-12-31$135,287
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$130,688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$14,723
Expenses. Total of all expenses incurred2012-12-31$12,415
Benefits paid (including direct rollovers)2012-12-31$11,000
Total plan assets at end of year2012-12-31$130,688
Total plan assets at beginning of year2012-12-31$128,380
Expenses. Other expenses not covered elsewhere2012-12-31$1,415
Other income received2012-12-31$14,723
Net income (gross income less expenses)2012-12-31$2,308
Net plan assets at end of year (total assets less liabilities)2012-12-31$130,688
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$128,380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-3,280
Expenses. Total of all expenses incurred2011-12-31$13,895
Benefits paid (including direct rollovers)2011-12-31$12,000
Total plan assets at end of year2011-12-31$128,380
Total plan assets at beginning of year2011-12-31$145,555
Expenses. Other expenses not covered elsewhere2011-12-31$1,895
Other income received2011-12-31$-3,280
Net income (gross income less expenses)2011-12-31$-17,175
Net plan assets at end of year (total assets less liabilities)2011-12-31$128,380
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$145,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$13,168
Expenses. Total of all expenses incurred2010-12-31$71,278
Benefits paid (including direct rollovers)2010-12-31$69,000
Total plan assets at end of year2010-12-31$145,555
Total plan assets at beginning of year2010-12-31$203,665
Expenses. Other expenses not covered elsewhere2010-12-31$2,278
Other income received2010-12-31$13,168
Net income (gross income less expenses)2010-12-31$-58,110
Net plan assets at end of year (total assets less liabilities)2010-12-31$145,555
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$203,665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN

2017: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORTHOPAEDICS & SPINE TRAUMATOLOGY, S.C. EMPLOYEES DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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