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DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 002

DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

DES MOINES ORTHOPAEDIC SURGEONS PC has sponsored the creation of one or more 401k plans.

Company Name:DES MOINES ORTHOPAEDIC SURGEONS PC
Employer identification number (EIN):420984558
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAN GRAHAM
0022016-01-01JAN GRAHAM
0022015-01-01JAN GRAHAM
0022014-01-01JAN GRAHAM
0022013-01-01JAN GRAHAM
0022012-01-01JAN GRAHAM
0022011-01-01JAN GRAHAM
0022010-01-01JAN GRAHAM
0022009-01-01JAN GRAHAM

Plan Statistics for DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01377
Total number of active participants reported on line 7a of the Form 55002023-01-01283
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01116
Total of all active and inactive participants2023-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01400
Number of participants with account balances2023-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0118
2022: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01367
Total number of active participants reported on line 7a of the Form 55002022-01-01262
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01377
Number of participants with account balances2022-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01376
Total number of active participants reported on line 7a of the Form 55002021-01-01258
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01109
Total of all active and inactive participants2021-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01367
Number of participants with account balances2021-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01386
Total number of active participants reported on line 7a of the Form 55002020-01-01253
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01348
Number of participants with account balances2020-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0144
2019: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01349
Total number of active participants reported on line 7a of the Form 55002019-01-01248
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01344
Number of participants with account balances2019-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0152
2018: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01331
Total number of active participants reported on line 7a of the Form 55002018-01-01237
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0173
Total of all active and inactive participants2018-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01310
Number of participants with account balances2018-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0157
2017: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01287
Total number of active participants reported on line 7a of the Form 55002017-01-01247
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01298
Number of participants with account balances2017-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01236
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01259
Number of participants with account balances2016-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01252
Total number of active participants reported on line 7a of the Form 55002015-01-01197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01236
Number of participants with account balances2015-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01239
Total number of active participants reported on line 7a of the Form 55002014-01-01193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01231
Number of participants with account balances2014-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01238
Total number of active participants reported on line 7a of the Form 55002013-01-01235
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01262
Number of participants with account balances2013-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01225
Total number of active participants reported on line 7a of the Form 55002012-01-01197
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01225
Number of participants with account balances2012-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01216
Total number of active participants reported on line 7a of the Form 55002011-01-01178
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01208
Number of participants with account balances2011-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01208
Total number of active participants reported on line 7a of the Form 55002010-01-01173
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01201
Number of participants with account balances2010-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01235
Total number of active participants reported on line 7a of the Form 55002009-01-01181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01206
Number of participants with account balances2009-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$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
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$16,332,277
Total loss/gain on sale of assets2023-12-31$-207
Total of all expenses incurred2023-12-31$7,990,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,855,361
Expenses. Certain deemed distributions of participant loans2023-12-31$28,374
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,210,678
Value of total assets at end of year2023-12-31$81,365,752
Value of total assets at beginning of year2023-12-31$73,023,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$106,626
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$137,915
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,372,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,372,890
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,894,666
Participant contributions at end of year2023-12-31$191,124
Participant contributions at beginning of year2023-12-31$208,557
Participant contributions at end of year2023-12-31$69,812
Participant contributions at beginning of year2023-12-31$63,175
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$358,746
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$8,341,916
Value of net assets at end of year (total assets less liabilities)2023-12-31$81,365,752
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$73,023,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$75,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,467,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$31,153,092
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$12,520
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$58,128,182
Value of interest in common/collective trusts at beginning of year2023-12-31$35,990,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,551,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$3,840,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$3,840,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$125,395
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,419,504
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$7,191,497
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$2,957,266
Employer contributions (assets) at end of year2023-12-31$2,956,979
Employer contributions (assets) at beginning of year2023-12-31$1,767,690
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,855,361
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$1,793
Aggregate carrying amount (costs) on sale of assets2023-12-31$2,000
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31470741325
2022 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,435,300
Total loss/gain on sale of assets2022-12-31$19,826
Total of all expenses incurred2022-12-31$6,615,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,506,080
Expenses. Certain deemed distributions of participant loans2022-12-31$1,755
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,438,573
Value of total assets at end of year2022-12-31$73,023,836
Value of total assets at beginning of year2022-12-31$86,074,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$107,346
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$56,368
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,527,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,526,196
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,701,235
Participant contributions at end of year2022-12-31$208,557
Participant contributions at beginning of year2022-12-31$202,916
Participant contributions at end of year2022-12-31$63,175
Participant contributions at beginning of year2022-12-31$78,266
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$23,900,651
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,015,284
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$8,077
Administrative expenses (other) incurred2022-12-31$107,300
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$4,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-13,050,481
Value of net assets at end of year (total assets less liabilities)2022-12-31$73,023,836
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$86,074,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$46
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,153,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$61,216,643
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$9,308
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$35,990,784
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,840,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$413,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$413,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$47,060
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,059,899
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-425,362
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,722,054
Employer contributions (assets) at end of year2022-12-31$1,767,690
Employer contributions (assets) at beginning of year2022-12-31$258,209
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,506,080
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$446,005
Aggregate carrying amount (costs) on sale of assets2022-12-31$426,179
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31470741325
2021 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$19,522,051
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,533,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,393,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,244,843
Value of total assets at end of year2021-12-31$86,074,317
Value of total assets at beginning of year2021-12-31$70,086,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$140,034
Total interest from all sources2021-12-31$8,280
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,021,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,021,237
Administrative expenses professional fees incurred2021-12-31$140,034
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,556,346
Participant contributions at end of year2021-12-31$202,916
Participant contributions at beginning of year2021-12-31$171,358
Participant contributions at end of year2021-12-31$78,266
Participant contributions at beginning of year2021-12-31$51,576
Assets. Other investments not covered elsewhere at end of year2021-12-31$23,900,651
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$20,151,341
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$96,785
Other income not declared elsewhere2021-12-31$3,863,897
Total non interest bearing cash at end of year2021-12-31$4,493
Total non interest bearing cash at beginning of year2021-12-31$69,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,988,054
Value of net assets at end of year (total assets less liabilities)2021-12-31$86,074,317
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$70,086,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$61,216,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$49,325,427
Interest on participant loans2021-12-31$8,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$413,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$127,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$127,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,383,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,591,712
Employer contributions (assets) at end of year2021-12-31$258,209
Employer contributions (assets) at beginning of year2021-12-31$189,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,393,963
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31470741325
2020 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$8,196,373
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,357,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,231,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,205,907
Value of total assets at end of year2020-12-31$70,086,263
Value of total assets at beginning of year2020-12-31$67,246,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$125,330
Total interest from all sources2020-12-31$9,380
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$977,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$977,125
Administrative expenses professional fees incurred2020-12-31$125,330
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,498,200
Participant contributions at end of year2020-12-31$171,358
Participant contributions at beginning of year2020-12-31$190,337
Participant contributions at end of year2020-12-31$51,576
Assets. Other investments not covered elsewhere at end of year2020-12-31$20,151,341
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$20,877,751
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$156,730
Other income not declared elsewhere2020-12-31$1,532,994
Total non interest bearing cash at end of year2020-12-31$69,965
Total non interest bearing cash at beginning of year2020-12-31$70,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,839,338
Value of net assets at end of year (total assets less liabilities)2020-12-31$70,086,263
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,246,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$49,325,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$45,636,545
Interest on participant loans2020-12-31$9,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$127,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$106,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$106,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,470,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,550,977
Employer contributions (assets) at end of year2020-12-31$189,121
Employer contributions (assets) at beginning of year2020-12-31$365,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,231,705
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31470741325
2019 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$14,728,159
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,772,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,635,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,874,716
Value of total assets at end of year2019-12-31$67,246,925
Value of total assets at beginning of year2019-12-31$58,291,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$137,255
Total interest from all sources2019-12-31$10,496
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,473,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,473,585
Administrative expenses professional fees incurred2019-12-31$137,255
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,476,891
Participant contributions at end of year2019-12-31$190,337
Participant contributions at beginning of year2019-12-31$225,446
Assets. Other investments not covered elsewhere at end of year2019-12-31$20,877,751
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$18,527,291
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$108,553
Other income not declared elsewhere2019-12-31$3,276,593
Total non interest bearing cash at end of year2019-12-31$70,035
Total non interest bearing cash at beginning of year2019-12-31$464,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,955,480
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,246,925
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$58,291,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,636,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,966,220
Interest on participant loans2019-12-31$10,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$106,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$107,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$107,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,092,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,289,272
Employer contributions (assets) at end of year2019-12-31$365,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,635,424
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31470741325
2018 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-3,300
Total unrealized appreciation/depreciation of assets2018-12-31$-3,300
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$0
Total income from all sources (including contributions)2018-12-31$-2,070,424
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,012,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,842,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,923,413
Value of total assets at end of year2018-12-31$58,291,445
Value of total assets at beginning of year2018-12-31$63,374,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$170,740
Total interest from all sources2018-12-31$12,580
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,902,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,902,512
Administrative expenses professional fees incurred2018-12-31$170,740
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$136,950
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,436,752
Participant contributions at end of year2018-12-31$225,446
Participant contributions at beginning of year2018-12-31$343,772
Assets. Other investments not covered elsewhere at end of year2018-12-31$18,527,291
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$19,932,870
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$83,385
Other income not declared elsewhere2018-12-31$-1,600,947
Total non interest bearing cash at end of year2018-12-31$464,799
Total non interest bearing cash at beginning of year2018-12-31$516,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,083,176
Value of net assets at end of year (total assets less liabilities)2018-12-31$58,291,445
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$63,374,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,966,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,398,157
Interest on participant loans2018-12-31$12,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$107,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$110,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$110,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,304,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,403,276
Employer contributions (assets) at beginning of year2018-12-31$72,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,842,012
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31470741325
2017 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$48,800
Total unrealized appreciation/depreciation of assets2017-12-31$48,800
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$12,614,660
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,433,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,288,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,424,469
Value of total assets at end of year2017-12-31$63,374,621
Value of total assets at beginning of year2017-12-31$53,193,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$144,417
Total interest from all sources2017-12-31$15,570
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,688,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,688,514
Administrative expenses professional fees incurred2017-12-31$144,417
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$92,950
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,340,523
Participant contributions at end of year2017-12-31$343,772
Participant contributions at beginning of year2017-12-31$326,064
Participant contributions at beginning of year2017-12-31$438
Assets. Other investments not covered elsewhere at end of year2017-12-31$19,932,870
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$17,185,707
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$584,492
Other income not declared elsewhere2017-12-31$2,328,663
Total non interest bearing cash at end of year2017-12-31$516,333
Total non interest bearing cash at beginning of year2017-12-31$753,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,181,492
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,374,621
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,193,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$42,398,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,802,545
Interest on participant loans2017-12-31$15,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$110,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$117,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$117,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,108,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,499,454
Employer contributions (assets) at end of year2017-12-31$72,595
Employer contributions (assets) at beginning of year2017-12-31$8,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,288,751
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31470741325
2016 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$-58,400
Total unrealized appreciation/depreciation of assets2016-12-31$-58,400
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$9,370,621
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,715,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,596,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,829,306
Value of total assets at end of year2016-12-31$53,193,129
Value of total assets at beginning of year2016-12-31$46,538,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,867
Total interest from all sources2016-12-31$11,950
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,254,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,254,770
Administrative expenses professional fees incurred2016-12-31$119,867
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,224,655
Participant contributions at end of year2016-12-31$326,064
Participant contributions at beginning of year2016-12-31$278,208
Participant contributions at end of year2016-12-31$438
Assets. Other investments not covered elsewhere at end of year2016-12-31$17,185,707
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,958,180
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$299,176
Other income not declared elsewhere2016-12-31$1,575,872
Total non interest bearing cash at end of year2016-12-31$753,185
Total non interest bearing cash at beginning of year2016-12-31$273,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,654,745
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,193,129
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$46,538,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,802,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,863,074
Interest on participant loans2016-12-31$11,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$117,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$165,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$165,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,757,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,305,475
Employer contributions (assets) at end of year2016-12-31$8,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,596,009
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31470741325
2015 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$28,004
Total unrealized appreciation/depreciation of assets2015-12-31$28,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,283,800
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,246,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,082,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,310,208
Value of total assets at end of year2015-12-31$46,538,384
Value of total assets at beginning of year2015-12-31$46,500,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$163,490
Total interest from all sources2015-12-31$10,707
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,186,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,186,171
Administrative expenses professional fees incurred2015-12-31$163,490
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,095,961
Participant contributions at end of year2015-12-31$278,208
Participant contributions at beginning of year2015-12-31$252,179
Participant contributions at beginning of year2015-12-31$31,167
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,958,180
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$15,900,896
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$108,201
Other income not declared elsewhere2015-12-31$-407,838
Total non interest bearing cash at end of year2015-12-31$273,004
Total non interest bearing cash at beginning of year2015-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$37,493
Value of net assets at end of year (total assets less liabilities)2015-12-31$46,538,384
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$46,500,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,863,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,773,864
Income. Interest from loans (other than to participants)2015-12-31$10,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$165,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$329,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$329,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,843,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,106,046
Employer contributions (assets) at beginning of year2015-12-31$213,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,082,817
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31470741325
2014 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$-412,647
Total unrealized appreciation/depreciation of assets2014-12-31$-412,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,841,645
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,831,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,605,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,257,580
Value of total assets at end of year2014-12-31$46,500,891
Value of total assets at beginning of year2014-12-31$46,490,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$225,442
Total interest from all sources2014-12-31$11,890
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,147,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,147,354
Assets. Real estate other than employer real property at beginning of year2014-12-31$2,528,064
Administrative expenses professional fees incurred2014-12-31$225,442
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$907,981
Participant contributions at end of year2014-12-31$252,179
Participant contributions at beginning of year2014-12-31$289,476
Participant contributions at end of year2014-12-31$31,167
Participant contributions at beginning of year2014-12-31$31,415
Assets. Other investments not covered elsewhere at end of year2014-12-31$15,900,896
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,330,750
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$71,328
Other income not declared elsewhere2014-12-31$96,506
Total non interest bearing cash at end of year2014-12-31$225
Total non interest bearing cash at beginning of year2014-12-31$338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,479
Value of net assets at end of year (total assets less liabilities)2014-12-31$46,500,891
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$46,490,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,773,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,766,871
Interest on participant loans2014-12-31$11,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$329,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$343,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$343,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,259,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,278,271
Employer contributions (assets) at end of year2014-12-31$213,317
Employer contributions (assets) at beginning of year2014-12-31$199,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,605,724
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31470741325
2013 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$15,987
Total unrealized appreciation/depreciation of assets2013-12-31$15,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,920,320
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,801,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,600,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,135,499
Value of total assets at end of year2013-12-31$46,490,412
Value of total assets at beginning of year2013-12-31$39,371,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$201,455
Total interest from all sources2013-12-31$12,130
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$910,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$910,576
Assets. Real estate other than employer real property at end of year2013-12-31$2,528,064
Assets. Real estate other than employer real property at beginning of year2013-12-31$2,512,077
Administrative expenses professional fees incurred2013-12-31$29,335
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$906,787
Participant contributions at end of year2013-12-31$289,476
Participant contributions at beginning of year2013-12-31$270,967
Participant contributions at end of year2013-12-31$31,415
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,330,750
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$14,848,229
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,013
Other income not declared elsewhere2013-12-31$2,552,089
Administrative expenses (other) incurred2013-12-31$5,758
Total non interest bearing cash at end of year2013-12-31$338
Total non interest bearing cash at beginning of year2013-12-31$224,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,118,615
Value of net assets at end of year (total assets less liabilities)2013-12-31$46,490,412
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,371,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$166,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,766,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,259,327
Interest on participant loans2013-12-31$12,130
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$343,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,256,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,256,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,294,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,221,699
Employer contributions (assets) at end of year2013-12-31$199,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,600,250
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31470714325
2012 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$20,053,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,221,855
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$699,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$614,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,926,897
Value of total assets at end of year2012-12-31$39,371,797
Value of total assets at beginning of year2012-12-31$15,796,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$85,099
Total interest from all sources2012-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$414,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$414,963
Assets. Real estate other than employer real property at end of year2012-12-31$2,512,077
Administrative expenses professional fees incurred2012-12-31$7,796
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$844,637
Participant contributions at end of year2012-12-31$270,967
Participant contributions at beginning of year2012-12-31$28,888
Assets. Other investments not covered elsewhere at end of year2012-12-31$14,848,229
Total non interest bearing cash at end of year2012-12-31$224,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,522,653
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,371,797
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,796,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$77,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,259,327
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$15,635,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,256,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,879,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,082,260
Employer contributions (assets) at beginning of year2012-12-31$131,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$614,103
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31470714325
2011 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,012,218
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$789,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$706,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,863,736
Value of total assets at end of year2011-12-31$15,796,045
Value of total assets at beginning of year2011-12-31$15,573,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$82,637
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$229,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$229,166
Administrative expenses professional fees incurred2011-12-31$8,137
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$800,222
Participant contributions at end of year2011-12-31$28,888
Participant contributions at beginning of year2011-12-31$25,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$222,730
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,796,045
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,573,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$74,500
Value of interest in master investment trust accounts at end of year2011-12-31$15,635,995
Value of interest in master investment trust accounts at beginning of year2011-12-31$15,446,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,063,514
Employer contributions (assets) at end of year2011-12-31$131,162
Employer contributions (assets) at beginning of year2011-12-31$101,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$706,851
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31470714325
2010 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$3,286,352
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$903,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$829,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,648,271
Value of total assets at end of year2010-12-31$15,573,315
Value of total assets at beginning of year2010-12-31$13,190,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$74,277
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$11,350
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$721,383
Participant contributions at end of year2010-12-31$25,449
Participant contributions at beginning of year2010-12-31$15,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,382,749
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,573,315
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,190,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$62,927
Value of interest in master investment trust accounts at end of year2010-12-31$15,446,493
Value of interest in master investment trust accounts at beginning of year2010-12-31$13,093,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$926,888
Employer contributions (assets) at end of year2010-12-31$101,373
Employer contributions (assets) at beginning of year2010-12-31$82,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$829,326
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN
Accountancy firm EIN2010-12-31420714325
2009 : DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN

2023: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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