401k Plan data: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN plan

ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN
Plan identification number	004

ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ORTHOPAEDIC ASSOCIATES OF MUSKEGON PC has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC ASSOCIATES OF MUSKEGON PC

Employer identification number (EIN): 382192991

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 JULIE GREENE
004 2016-01-01
004 2015-01-01 GAYLE ROSEMA 2016-08-23
004 2014-01-01 GAYLE ROSEMA 2015-07-16
004 2013-01-01 GAYLE ROSEMA 2014-07-10
004 2012-01-01 RICHARD E. MOULTON M.D. 2013-09-11
004 2011-01-01 RICHARD E. MOULTON, M.D. 2012-07-07
004 2010-01-01 RICHARD E. MOULTON, M.D. 2011-09-13

Plan Statistics for ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 209
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 70
Total of all active and inactive participants 2023-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 280
Number of participants with account balances 2023-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 5
2022: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 166
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 63
Total of all active and inactive participants 2022-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 230
Number of participants with account balances 2022-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 160
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 213
Number of participants with account balances 2021-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 151
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 48
Total of all active and inactive participants 2020-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 200
Number of participants with account balances 2020-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 134
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 49
Total of all active and inactive participants 2019-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 184
Number of participants with account balances 2019-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 111
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 44
Total of all active and inactive participants 2018-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 158
Number of participants with account balances 2018-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 107
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 41
Total of all active and inactive participants 2017-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 149
Number of participants with account balances 2017-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 95
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 43
Total of all active and inactive participants 2016-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 138
Number of participants with account balances 2016-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7

Measure	Date	Value
2023: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	209
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	70
Total of all active and inactive participants	2023-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	280
Number of participants with account balances	2023-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	5
2022: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	166
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	63
Total of all active and inactive participants	2022-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	230
Number of participants with account balances	2022-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	160
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	213
Number of participants with account balances	2021-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	151
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	48
Total of all active and inactive participants	2020-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	200
Number of participants with account balances	2020-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	134
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	49
Total of all active and inactive participants	2019-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	184
Number of participants with account balances	2019-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	111
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	44
Total of all active and inactive participants	2018-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	158
Number of participants with account balances	2018-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	107
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	41
Total of all active and inactive participants	2017-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	149
Number of participants with account balances	2017-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	95
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	43
Total of all active and inactive participants	2016-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	138
Number of participants with account balances	2016-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7

Financial Data on ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$6,815,807
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,494,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,452,035
Expenses. Certain deemed distributions of participant loans	2023-12-31	$8,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,196,682
Value of total assets at end of year	2023-12-31	$30,235,028
Value of total assets at beginning of year	2023-12-31	$24,913,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$33,567
Total interest from all sources	2023-12-31	$24,466
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$977,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$977,197
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$986,956
Participant contributions at end of year	2023-12-31	$165,388
Participant contributions at beginning of year	2023-12-31	$118,889
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$561,263
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$394,354
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$8,020
Other income not declared elsewhere	2023-12-31	$167,186
Administrative expenses (other) incurred	2023-12-31	$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,321,806
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$30,235,028
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$24,913,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$28,757,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$23,609,985
Interest on participant loans	2023-12-31	$10,510
Interest earned on other investments	2023-12-31	$13,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$750,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$789,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,450,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,201,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,452,035
Contract administrator fees	2023-12-31	$33,017
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2023-12-31	382088116
2022 : ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,159
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$652,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$623,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,705,871
Value of total assets at end of year	2022-12-31	$24,913,222
Value of total assets at beginning of year	2022-12-31	$25,567,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$29,013
Total interest from all sources	2022-12-31	$15,405
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$883,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$883,567
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$762,260
Participant contributions at end of year	2022-12-31	$118,889
Participant contributions at beginning of year	2022-12-31	$63,729
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$394,354
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$679,947
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,272,371
Other income not declared elsewhere	2022-12-31	$-285,497
Administrative expenses (other) incurred	2022-12-31	$29,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-654,562
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,913,222
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$25,567,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,609,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$24,209,241
Interest on participant loans	2022-12-31	$5,556
Interest earned on other investments	2022-12-31	$9,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$789,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$614,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,321,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$671,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$623,390
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2022-12-31	382088116
2021 : ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,555,870
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,714,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,679,268
Expenses. Certain deemed distributions of participant loans	2021-12-31	$2,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,207,576
Value of total assets at end of year	2021-12-31	$25,567,784
Value of total assets at beginning of year	2021-12-31	$25,726,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,531
Total interest from all sources	2021-12-31	$13,132
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,581,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,581,196
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$636,853
Participant contributions at end of year	2021-12-31	$63,729
Participant contributions at beginning of year	2021-12-31	$56,847
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$679,947
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$593,511
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$35,351
Other income not declared elsewhere	2021-12-31	$86,504
Administrative expenses (other) incurred	2021-12-31	$32,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-158,636
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$25,567,784
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$25,726,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$24,209,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$24,443,582
Interest on participant loans	2021-12-31	$3,323
Interest earned on other investments	2021-12-31	$9,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$614,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$632,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$667,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$535,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,679,268
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2021-12-31	382088116
2020 : ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,063,528
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$231,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$207,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,482,964
Value of total assets at end of year	2020-12-31	$25,726,420
Value of total assets at beginning of year	2020-12-31	$20,894,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,042
Total interest from all sources	2020-12-31	$29,215
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$646,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$646,128
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$530,925
Participant contributions at end of year	2020-12-31	$56,847
Participant contributions at beginning of year	2020-12-31	$63,791
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$593,511
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$380,693
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$61,637
Other income not declared elsewhere	2020-12-31	$212,822
Administrative expenses (other) incurred	2020-12-31	$24,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,832,290
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$25,726,420
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,894,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$24,443,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,825,233
Interest on participant loans	2020-12-31	$3,224
Interest earned on other investments	2020-12-31	$25,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$632,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$624,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,692,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$890,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$207,196
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2020-12-31	382088116
2019 : ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,607,497
Total income from all sources (including contributions)	2019-12-31	$4,607,497
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$461,166
Total of all expenses incurred	2019-12-31	$461,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$423,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$423,395
Value of total corrective distributions	2019-12-31	$6,621
Value of total corrective distributions	2019-12-31	$6,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,091,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,091,438
Value of total assets at end of year	2019-12-31	$20,894,130
Value of total assets at end of year	2019-12-31	$20,894,130
Value of total assets at beginning of year	2019-12-31	$16,747,799
Value of total assets at beginning of year	2019-12-31	$16,747,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$31,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$31,150
Total interest from all sources	2019-12-31	$17,194
Total interest from all sources	2019-12-31	$17,194
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$565,722
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$565,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$565,722
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$565,722
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$531,745
Contributions received from participants	2019-12-31	$531,745
Participant contributions at end of year	2019-12-31	$63,791
Participant contributions at end of year	2019-12-31	$63,791
Participant contributions at beginning of year	2019-12-31	$106,134
Participant contributions at beginning of year	2019-12-31	$106,134
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$380,693
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$380,693
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$46,759
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$46,759
Other income not declared elsewhere	2019-12-31	$52,510
Other income not declared elsewhere	2019-12-31	$52,510
Administrative expenses (other) incurred	2019-12-31	$15,575
Administrative expenses (other) incurred	2019-12-31	$15,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,146,331
Value of net income/loss	2019-12-31	$4,146,331
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,894,130
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,894,130
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,747,799
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,747,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,825,233
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,825,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,313,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,313,513
Interest on participant loans	2019-12-31	$4,780
Interest on participant loans	2019-12-31	$4,780
Interest earned on other investments	2019-12-31	$12,414
Interest earned on other investments	2019-12-31	$12,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$624,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$624,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,880,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,880,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$512,934
Contributions received in cash from employer	2019-12-31	$512,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$423,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$423,395
Contract administrator fees	2019-12-31	$15,575
Contract administrator fees	2019-12-31	$15,575
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	2019-12-31	Yes
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	2019-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$328,152
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$328,152
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BRICKLEY DELONG, PC
Accountancy firm name	2019-12-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2019-12-31	382088116
Accountancy firm EIN	2019-12-31	382088116
2018 : ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$122,531
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$592,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$530,113
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,235,263
Value of total assets at end of year	2018-12-31	$16,747,799
Value of total assets at beginning of year	2018-12-31	$17,218,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$62,787
Total interest from all sources	2018-12-31	$6,200
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$612,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$612,218
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$478,598
Participant contributions at end of year	2018-12-31	$106,134
Participant contributions at beginning of year	2018-12-31	$80,030
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$6,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-470,369
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,747,799
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,218,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,313,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,799,556
Interest on participant loans	2018-12-31	$6,200
Interest earned on other investments	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,731,150
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$750,646
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$530,113
Contract administrator fees	2018-12-31	$62,787
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	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$328,152
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$338,429
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2018-12-31	382088116
2017 : ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$31,885
Total unrealized appreciation/depreciation of assets	2017-12-31	$31,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,233,581
Total loss/gain on sale of assets	2017-12-31	$22,127
Total of all expenses incurred	2017-12-31	$4,015,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,996,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,061,418
Value of total assets at end of year	2017-12-31	$17,218,168
Value of total assets at beginning of year	2017-12-31	$12,999,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,771
Total interest from all sources	2017-12-31	$847
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$406,480
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	$404,357
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$405,403
Participant contributions at end of year	2017-12-31	$80,030
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,835,639
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,654,728
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	$4,218,359
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,218,168
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,999,809
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$16,799,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,765,877
Interest on participant loans	2017-12-31	$847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$10,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,710,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
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	$1,287
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$387,850
Income. Dividends from common stock	2017-12-31	$2,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,996,451
Contract administrator fees	2017-12-31	$18,771
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	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$338,429
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
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
Aggregate proceeds on sale of assets	2017-12-31	$703,275
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$681,148
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2017-12-31	382088116
2016 : ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,522,275
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$128,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$128,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$797,645
Value of total assets at end of year	2016-12-31	$12,999,809
Value of total assets at beginning of year	2016-12-31	$11,606,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$309,652
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,835,639
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,294,479
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,712
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	$1,393,558
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,999,809
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,606,251
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,765,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,129,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$10,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$15,046
Net investment gain/loss from pooled separate accounts	2016-12-31	$724,630
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	Yes
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	$483,281
Employer contributions (assets) at end of year	2016-12-31	$387,850
Employer contributions (assets) at beginning of year	2016-12-31	$167,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$128,717
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BRICKLEY DELONG, PC
Accountancy firm EIN	2016-12-31	382088116

Form 5500 Responses for ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN

2023: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

DH1329

Policy instance

Insurance contract or identification number	DH1329
Number of Individuals Covered	255
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

DH1329

Policy instance

Insurance contract or identification number	DH1329
Number of Individuals Covered	230
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

DH1329

Policy instance

Insurance contract or identification number	DH1329
Number of Individuals Covered	213
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

DH1329

Policy instance

Insurance contract or identification number	DH1329
Number of Individuals Covered	200
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

DH1329

Policy instance

Insurance contract or identification number	DH1329
Number of Individuals Covered	184
Insurance policy start date	2019-03-29
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

021-0783-3

Policy instance

Insurance contract or identification number	021-0783-3
Number of Individuals Covered	149
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,394
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,394
Insurance broker organization code?	3
Insurance broker name	ERROL HAU

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ORTHOPAEDIC ASSOCIATES OF MUSKEGON PC
Employer identification number (EIN):	382192991
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)