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ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN
Plan identification number 001

ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing

401k Sponsoring company profile

ST. VINCENT'S ORTHOPEDICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ST. VINCENT'S ORTHOPEDICS, P.C.
Employer identification number (EIN):364507126
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN

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
0012017-10-01
0012016-10-01DAVID P ADKISON DAVID P ADKISON2017-11-30
0012015-10-01DAVID P ADKISON DAVID P ADKISON2017-01-31
0012014-10-01DAVID P ADKISON DAVID P ADKISON2016-06-20
0012013-10-01DAVID P ADKISON DAVID P ADKISON2015-07-07
0012012-10-01DAVID P ADKISON DAVID P ADKISON2014-07-11
0012011-10-01DAVID P ADKISON DAVID P ADKISON2013-07-15
0012008-10-01

Plan Statistics for ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN

Measure Date Value
2022: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-0142
Total number of active participants reported on line 7a of the Form 55002022-10-0133
Number of other retired or separated participants entitled to future benefits2022-10-0110
Total of all active and inactive participants2022-10-0143
Total participants2022-10-0143
Number of participants with account balances2022-10-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-012
2021: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0146
Total number of active participants reported on line 7a of the Form 55002021-10-0133
Number of other retired or separated participants entitled to future benefits2021-10-019
Total of all active and inactive participants2021-10-0142
Total participants2021-10-0142
Number of participants with account balances2021-10-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-012
2020: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0146
Total number of active participants reported on line 7a of the Form 55002020-10-0136
Number of other retired or separated participants entitled to future benefits2020-10-0110
Total of all active and inactive participants2020-10-0146
Total participants2020-10-0146
Number of participants with account balances2020-10-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-012
2019: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0150
Total number of active participants reported on line 7a of the Form 55002019-10-0146
Total of all active and inactive participants2019-10-0146
Total participants2019-10-0146
Number of participants with account balances2019-10-0146
2018: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0147
Total number of active participants reported on line 7a of the Form 55002018-10-0150
Total of all active and inactive participants2018-10-0150
Total participants2018-10-0150
Number of participants with account balances2018-10-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0147
Total number of active participants reported on line 7a of the Form 55002017-10-0147
Total of all active and inactive participants2017-10-0147
Total participants2017-10-0147
Number of participants with account balances2017-10-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0141
Total number of active participants reported on line 7a of the Form 55002016-10-0147
Total of all active and inactive participants2016-10-0147
Total participants2016-10-0147
Number of participants with account balances2016-10-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-012
2015: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0140
Total number of active participants reported on line 7a of the Form 55002015-10-0141
Total of all active and inactive participants2015-10-0141
Total participants2015-10-0141
Number of participants with account balances2015-10-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-012
2014: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0136
Total number of active participants reported on line 7a of the Form 55002014-10-0140
Total of all active and inactive participants2014-10-0140
Total participants2014-10-0140
Number of participants with account balances2014-10-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-011
2013: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0135
Total number of active participants reported on line 7a of the Form 55002013-10-0136
Total of all active and inactive participants2013-10-0136
Total participants2013-10-0136
Number of participants with account balances2013-10-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-011
2012: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0137
Total number of active participants reported on line 7a of the Form 55002012-10-0134
Total of all active and inactive participants2012-10-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-0135
Number of participants with account balances2012-10-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-012
2011: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0131
Total number of active participants reported on line 7a of the Form 55002011-10-0134
Number of other retired or separated participants entitled to future benefits2011-10-013
Total of all active and inactive participants2011-10-0137
Total participants2011-10-0137
Number of participants with account balances2011-10-0134

Financial Data on ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN

Measure Date Value
2023 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-09-30$1,657,461
Expenses. Total of all expenses incurred2023-09-30$1,020,266
Benefits paid (including direct rollovers)2023-09-30$981,362
Total plan assets at end of year2023-09-30$7,366,505
Total plan assets at beginning of year2023-09-30$6,729,310
Value of fidelity bond covering the plan2023-09-30$500,000
Total contributions received or receivable from participants2023-09-30$130,356
Other income received2023-09-30$944,655
Net income (gross income less expenses)2023-09-30$637,195
Net plan assets at end of year (total assets less liabilities)2023-09-30$7,366,505
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$6,729,310
Assets. Value of participant loans2023-09-30$53,931
Total contributions received or receivable from employer(s)2023-09-30$582,450
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$38,904
2022 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-09-30$202,119
Total income from all sources2022-09-30$-682,475
Expenses. Total of all expenses incurred2022-09-30$442,150
Benefits paid (including direct rollovers)2022-09-30$394,983
Total plan assets at end of year2022-09-30$6,729,310
Total plan assets at beginning of year2022-09-30$7,651,816
Value of fidelity bond covering the plan2022-09-30$500,000
Total contributions received or receivable from participants2022-09-30$161,650
Other income received2022-09-30$-1,383,764
Net income (gross income less expenses)2022-09-30$-1,124,625
Net plan assets at end of year (total assets less liabilities)2022-09-30$6,729,310
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$7,651,816
Assets. Value of participant loans2022-09-30$66,850
Total contributions received or receivable from employer(s)2022-09-30$539,639
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$47,167
2021 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-09-30$1,847,334
Expenses. Total of all expenses incurred2021-09-30$954,255
Benefits paid (including direct rollovers)2021-09-30$916,178
Total plan assets at end of year2021-09-30$7,651,816
Total plan assets at beginning of year2021-09-30$6,758,737
Value of fidelity bond covering the plan2021-09-30$500,000
Total contributions received or receivable from participants2021-09-30$128,580
Other income received2021-09-30$1,189,721
Net income (gross income less expenses)2021-09-30$893,079
Net plan assets at end of year (total assets less liabilities)2021-09-30$7,651,816
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$6,758,737
Assets. Value of participant loans2021-09-30$88,646
Total contributions received or receivable from employer(s)2021-09-30$529,033
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$38,077
2020 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-09-30$867,804
Expenses. Total of all expenses incurred2020-09-30$4,186,702
Benefits paid (including direct rollovers)2020-09-30$4,140,426
Total plan assets at end of year2020-09-30$6,758,737
Total plan assets at beginning of year2020-09-30$10,077,635
Value of fidelity bond covering the plan2020-09-30$500,000
Total contributions received or receivable from participants2020-09-30$48,105
Other income received2020-09-30$310,199
Net income (gross income less expenses)2020-09-30$-3,318,898
Net plan assets at end of year (total assets less liabilities)2020-09-30$6,758,737
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$10,077,635
Assets. Value of participant loans2020-09-30$61,124
Total contributions received or receivable from employer(s)2020-09-30$509,500
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$46,276
2019 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$721,005
Expenses. Total of all expenses incurred2019-09-30$146,176
Benefits paid (including direct rollovers)2019-09-30$115,585
Total plan assets at end of year2019-09-30$10,077,635
Total plan assets at beginning of year2019-09-30$9,502,806
Value of fidelity bond covering the plan2019-09-30$500,000
Total contributions received or receivable from participants2019-09-30$102,350
Other income received2019-09-30$120,882
Net income (gross income less expenses)2019-09-30$574,829
Net plan assets at end of year (total assets less liabilities)2019-09-30$10,077,635
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$9,502,806
Assets. Value of participant loans2019-09-30$89,707
Total contributions received or receivable from employer(s)2019-09-30$497,773
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$30,591
2017 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$1,470,030
Expenses. Total of all expenses incurred2017-09-30$138,875
Benefits paid (including direct rollovers)2017-09-30$116,300
Total plan assets at end of year2017-09-30$8,672,520
Total plan assets at beginning of year2017-09-30$7,341,365
Value of fidelity bond covering the plan2017-09-30$500,000
Total contributions received or receivable from participants2017-09-30$44,332
Contributions received from other sources (not participants or employers)2017-09-30$255,631
Other income received2017-09-30$680,256
Net income (gross income less expenses)2017-09-30$1,331,155
Net plan assets at end of year (total assets less liabilities)2017-09-30$8,672,520
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$7,341,365
Total contributions received or receivable from employer(s)2017-09-30$489,811
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$22,575
2016 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$1,308,704
Expenses. Total of all expenses incurred2016-09-30$333,706
Benefits paid (including direct rollovers)2016-09-30$321,417
Total plan assets at end of year2016-09-30$7,341,365
Total plan assets at beginning of year2016-09-30$6,366,367
Total contributions received or receivable from participants2016-09-30$103,426
Other income received2016-09-30$629,391
Net income (gross income less expenses)2016-09-30$974,998
Net plan assets at end of year (total assets less liabilities)2016-09-30$7,341,365
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$6,366,367
Total contributions received or receivable from employer(s)2016-09-30$575,887
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$12,289
2015 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$391,987
Expenses. Total of all expenses incurred2015-09-30$333,942
Benefits paid (including direct rollovers)2015-09-30$324,900
Total plan assets at end of year2015-09-30$6,366,367
Total plan assets at beginning of year2015-09-30$6,308,322
Total contributions received or receivable from participants2015-09-30$111,012
Other income received2015-09-30$-270,537
Net income (gross income less expenses)2015-09-30$58,045
Net plan assets at end of year (total assets less liabilities)2015-09-30$6,366,367
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$6,308,322
Total contributions received or receivable from employer(s)2015-09-30$551,512
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$9,042
2014 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$1,262,037
Expenses. Total of all expenses incurred2014-09-30$369,307
Benefits paid (including direct rollovers)2014-09-30$359,887
Total plan assets at end of year2014-09-30$6,308,322
Total plan assets at beginning of year2014-09-30$5,415,592
Total contributions received or receivable from participants2014-09-30$104,971
Other income received2014-09-30$635,039
Net income (gross income less expenses)2014-09-30$892,730
Net plan assets at end of year (total assets less liabilities)2014-09-30$6,308,322
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$5,415,592
Total contributions received or receivable from employer(s)2014-09-30$522,027
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$9,420
2013 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$1,335,618
Expenses. Total of all expenses incurred2013-09-30$428,238
Benefits paid (including direct rollovers)2013-09-30$421,281
Total plan assets at end of year2013-09-30$5,415,592
Total plan assets at beginning of year2013-09-30$4,508,212
Total contributions received or receivable from participants2013-09-30$80,291
Other income received2013-09-30$824,383
Net income (gross income less expenses)2013-09-30$907,380
Net plan assets at end of year (total assets less liabilities)2013-09-30$5,415,592
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$4,508,212
Total contributions received or receivable from employer(s)2013-09-30$430,944
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$6,957
2012 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$1,165,777
Expenses. Total of all expenses incurred2012-09-30$252,455
Benefits paid (including direct rollovers)2012-09-30$252,285
Total plan assets at end of year2012-09-30$4,508,212
Total plan assets at beginning of year2012-09-30$3,594,890
Total contributions received or receivable from participants2012-09-30$112,031
Other income received2012-09-30$623,519
Net income (gross income less expenses)2012-09-30$913,322
Net plan assets at end of year (total assets less liabilities)2012-09-30$4,508,212
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$3,594,890
Total contributions received or receivable from employer(s)2012-09-30$430,227
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$170
2011 : ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$517,126
Expenses. Total of all expenses incurred2011-09-30$21,124
Benefits paid (including direct rollovers)2011-09-30$20,974
Total plan assets at end of year2011-09-30$3,594,890
Total plan assets at beginning of year2011-09-30$3,098,888
Total contributions received or receivable from participants2011-09-30$84,917
Other income received2011-09-30$-86,082
Net income (gross income less expenses)2011-09-30$496,002
Net plan assets at end of year (total assets less liabilities)2011-09-30$3,594,890
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$3,098,888
Total contributions received or receivable from employer(s)2011-09-30$518,291
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$150

Form 5500 Responses for ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN

2022: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – General assets of the sponsorYes
2022-10-01Plan benefit arrangement - TrustYes
2021: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement - TrustYes
2020: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement - TrustYes
2019: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – General assets of the sponsorYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement - TrustYes
2016: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement - TrustYes
2008: ST VINCENTS ORTHOPEDICS, P.C. PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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