401k Plan data: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN plan

ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN
Plan identification number	004

ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

ORTHOPEDIC ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC ASSOCIATES

Employer identification number (EIN): 370909238

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 TYLER SURMA M.D. 2024-10-15
004 2022-01-01 JAMES MAXEY M.D. 2023-07-26
004 2021-01-01 JAMES MAXEY M.D. 2022-06-28
004 2020-01-01 JAMES MAXEY M.D. 2021-07-09
004 2019-01-01
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01
004 2013-01-01
004 2012-01-01 JANET SMITH
004 2011-01-01 JANET SMITH
004 2009-01-01 JANET SMITH

Plan Statistics for ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2017: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 25
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 54
Number of participants with account balances 2017-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 26
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 84
Total of all active and inactive participants 2016-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 110
Number of participants with account balances 2016-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 93
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 113
Number of participants with account balances 2015-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 96
Number of other retired or separated participants entitled to future benefits 2014-01-01 19
Total of all active and inactive participants 2014-01-01 115
Total participants 2014-01-01 115
Number of participants with account balances 2014-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 105
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 121
Number of participants with account balances 2013-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 103
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 116
Number of participants with account balances 2012-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 103
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 118
Number of participants with account balances 2011-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2009: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 123
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 143
Number of participants with account balances 2009-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2017: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	25
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	54
Number of participants with account balances	2017-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	26
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	84
Total of all active and inactive participants	2016-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	110
Number of participants with account balances	2016-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	93
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	113
Number of participants with account balances	2015-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	96
Number of other retired or separated participants entitled to future benefits	2014-01-01	19
Total of all active and inactive participants	2014-01-01	115
Total participants	2014-01-01	115
Number of participants with account balances	2014-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	105
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	121
Number of participants with account balances	2013-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	103
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	116
Number of participants with account balances	2012-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	103
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	118
Number of participants with account balances	2011-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2009: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	123
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	143
Number of participants with account balances	2009-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN

Measure	Date	Value
2017 : ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$898,839
Total unrealized appreciation/depreciation of assets	2017-12-31	$898,839
Total income from all sources (including contributions)	2017-12-31	$3,355,125
Total of all expenses incurred	2017-12-31	$365,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$266,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$752,878
Value of total assets at end of year	2017-12-31	$19,244,556
Value of total assets at beginning of year	2017-12-31	$16,254,831
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$98,707
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$774,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$546,426
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$314,207
Participant contributions at end of year	2017-12-31	$13,153
Participant contributions at beginning of year	2017-12-31	$8,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,989,725
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$19,244,556
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,254,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$98,707
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,155,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,090,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$985,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$985,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$985,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$928,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$438,671
Employer contributions (assets) at end of year	2017-12-31	$323,894
Employer contributions (assets) at beginning of year	2017-12-31	$414,557
Income. Dividends from common stock	2017-12-31	$228,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$266,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$8,767,151
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$7,756,364
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	SIKICH LLP
Accountancy firm EIN	2017-12-31	363168081
2016 : ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$931,406
Total unrealized appreciation/depreciation of assets	2016-12-31	$931,406
Total income from all sources (including contributions)	2016-12-31	$2,792,982
Total of all expenses incurred	2016-12-31	$5,156,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,057,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$957,996
Value of total assets at end of year	2016-12-31	$16,254,831
Value of total assets at beginning of year	2016-12-31	$18,618,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$99,391
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$525,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$307,891
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$366,633
Participant contributions at end of year	2016-12-31	$8,604
Participant contributions at beginning of year	2016-12-31	$9,471
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$17,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-2,363,420
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,254,831
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,618,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$99,391
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,090,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,258,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$985,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$979,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$979,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$377,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$573,650
Employer contributions (assets) at end of year	2016-12-31	$414,557
Employer contributions (assets) at beginning of year	2016-12-31	$463,463
Income. Dividends from common stock	2016-12-31	$217,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,057,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$7,756,364
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$6,907,286
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	SIKICH LLP
Accountancy firm EIN	2016-12-31	363168081
2015 : ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-423,036
Total unrealized appreciation/depreciation of assets	2015-12-31	$-423,036
Total income from all sources (including contributions)	2015-12-31	$989,806
Total of all expenses incurred	2015-12-31	$1,602,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,504,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,077,500
Value of total assets at end of year	2015-12-31	$18,618,251
Value of total assets at beginning of year	2015-12-31	$19,231,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$98,267
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$814,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$608,801
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$423,755
Participant contributions at end of year	2015-12-31	$9,471
Participant contributions at beginning of year	2015-12-31	$5,825
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$31,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-612,987
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,618,251
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,231,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$98,267
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,258,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,121,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$979,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,557,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,557,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-478,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$653,745
Employer contributions (assets) at end of year	2015-12-31	$463,463
Employer contributions (assets) at beginning of year	2015-12-31	$435,768
Income. Dividends from common stock	2015-12-31	$205,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,504,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$6,907,286
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$7,078,237
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	SIKICH, LLP
Accountancy firm EIN	2015-12-31	363168081
2014 : ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$747,029
Total unrealized appreciation/depreciation of assets	2014-12-31	$747,029
Total income from all sources (including contributions)	2014-12-31	$2,874,193
Total of all expenses incurred	2014-12-31	$920,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$827,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,185,397
Value of total assets at end of year	2014-12-31	$19,231,238
Value of total assets at beginning of year	2014-12-31	$17,277,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$93,050
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$668,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$481,429
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$423,489
Participant contributions at end of year	2014-12-31	$5,825
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$123,202
Total non interest bearing cash at end of year	2014-12-31	$31,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,953,932
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,231,238
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,277,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$93,050
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,121,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,944,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,557,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,731,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,731,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$273,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$638,706
Employer contributions (assets) at end of year	2014-12-31	$435,768
Employer contributions (assets) at beginning of year	2014-12-31	$460,151
Income. Dividends from common stock	2014-12-31	$187,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$827,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$7,078,237
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$6,141,624
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	SIKICH, LLP
Accountancy firm EIN	2014-12-31	363168081
2013 : ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$1,167,516
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,167,516
Total income from all sources (including contributions)	2013-12-31	$4,417,073
Total of all expenses incurred	2013-12-31	$279,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$201,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,086,618
Value of total assets at end of year	2013-12-31	$17,277,306
Value of total assets at beginning of year	2013-12-31	$13,139,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$77,421
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$408,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$248,851
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$414,454
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,137,665
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,277,306
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,139,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$77,421
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,944,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,134,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,731,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$811,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$811,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,754,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$668,184
Employer contributions (assets) at end of year	2013-12-31	$460,151
Employer contributions (assets) at beginning of year	2013-12-31	$439,232
Income. Dividends from common stock	2013-12-31	$159,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$201,987
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$6,141,624
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$4,754,985
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	SIKICH
Accountancy firm EIN	2013-12-31	363168081
2012 : ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$362,901
Total unrealized appreciation/depreciation of assets	2012-12-31	$362,901
Total income from all sources (including contributions)	2012-12-31	$2,566,637
Total of all expenses incurred	2012-12-31	$796,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$730,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,039,514
Value of total assets at end of year	2012-12-31	$13,139,641
Value of total assets at beginning of year	2012-12-31	$11,369,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$66,585
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$298,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$151,440
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$407,680
Total non interest bearing cash at beginning of year	2012-12-31	$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,769,946
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,139,641
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,369,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$66,585
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,134,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,288,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$811,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$627,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$627,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$865,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$631,834
Employer contributions (assets) at end of year	2012-12-31	$439,232
Employer contributions (assets) at beginning of year	2012-12-31	$393,678
Income. Dividends from common stock	2012-12-31	$147,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$730,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$4,754,985
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$4,059,234
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	SIKICH
Accountancy firm EIN	2012-12-31	363168081
2011 : ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$140,115
Total unrealized appreciation/depreciation of assets	2011-12-31	$140,115
Total income from all sources (including contributions)	2011-12-31	$1,059,991
Total of all expenses incurred	2011-12-31	$1,230,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,165,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$970,999
Value of total assets at end of year	2011-12-31	$11,369,695
Value of total assets at beginning of year	2011-12-31	$11,540,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$64,349
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$235,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$114,413
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$387,495
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$5,499
Total non interest bearing cash at end of year	2011-12-31	$440
Total non interest bearing cash at beginning of year	2011-12-31	$523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-170,312
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,369,695
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,540,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$64,349
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,288,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,457,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$627,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$634,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$634,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-286,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$583,504
Employer contributions (assets) at end of year	2011-12-31	$393,678
Employer contributions (assets) at beginning of year	2011-12-31	$377,746
Income. Dividends from common stock	2011-12-31	$121,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,165,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$4,059,234
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$4,064,458
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	SIKICH LLP
Accountancy firm EIN	2011-12-31	363168081
2010 : ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$379,604
Total unrealized appreciation/depreciation of assets	2010-12-31	$379,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,109,250
Total of all expenses incurred	2010-12-31	$574,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$519,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$949,034
Value of total assets at end of year	2010-12-31	$11,540,007
Value of total assets at beginning of year	2010-12-31	$10,005,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$54,944
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$226,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$122,047
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$383,546
Participant contributions at end of year	2010-12-31	$5,499
Participant contributions at beginning of year	2010-12-31	$28,743
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$5,146
Total non interest bearing cash at end of year	2010-12-31	$523
Total non interest bearing cash at beginning of year	2010-12-31	$972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,534,592
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,540,007
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,005,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$54,944
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,457,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,643,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$634,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$478,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$478,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$554,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$564,461
Employer contributions (assets) at end of year	2010-12-31	$377,746
Employer contributions (assets) at beginning of year	2010-12-31	$437,976
Income. Dividends from common stock	2010-12-31	$104,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$519,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$4,064,458
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$3,410,665
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	SIKICH LLP
Accountancy firm EIN	2010-12-31	363168081

Form 5500 Responses for ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN

2017: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ORTHOPEDIC ASSOCIATES 401K RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHOPEDIC ASSOCIATES
Employer identification number (EIN):	370909238
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01	TYLER SURMA M.D.	2024-10-15
004	2022-01-01	JAMES MAXEY M.D.	2023-07-26
004	2021-01-01	JAMES MAXEY M.D.	2022-06-28
004	2020-01-01	JAMES MAXEY M.D.	2021-07-09
004	2019-01-01
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01
004	2013-01-01
004	2012-01-01	JANET SMITH
004	2011-01-01	JANET SMITH
004	2009-01-01	JANET SMITH