401k Plan data: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN plan

ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN
Plan identification number	001

ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND, P.A.

Employer identification number (EIN): 520892523

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 STEPHEN D MADDOCK
001 2012-01-01 STEPHEN D. MADDOCK
001 2011-01-01 STEPHEN D. MADDOCK
001 2010-01-01 STEPHEN D MADDOCK 2011-10-14 STEPHEN D MADDOCK 2011-10-14

Plan Statistics for ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN

Measure Date Value
2016: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 32
Total of all active and inactive participants 2014-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 38
Number of participants with account balances 2013-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 86
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 108
Number of participants with account balances 2012-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 82
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 105
Number of participants with account balances 2011-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8

Measure	Date	Value
2016: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	32
Total of all active and inactive participants	2014-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	38
Number of participants with account balances	2013-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	86
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	108
Number of participants with account balances	2012-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	82
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	105
Number of participants with account balances	2011-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8

Financial Data on ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN

Measure	Date	Value
2016 : ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$93,832
Expenses. Total of all expenses incurred	2016-12-31	$128,711
Benefits paid (including direct rollovers)	2016-12-31	$128,494
Total plan assets at end of year	2016-12-31	$592,807
Total plan assets at beginning of year	2016-12-31	$627,686
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$93,832
Net income (gross income less expenses)	2016-12-31	$-34,879
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$592,807
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$627,686
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$482,584
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$217
2015 : ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$846
Total income from all sources	2015-12-31	$115,574
Expenses. Total of all expenses incurred	2015-12-31	$10,586,317
Benefits paid (including direct rollovers)	2015-12-31	$10,585,817
Total plan assets at end of year	2015-12-31	$627,686
Total plan assets at beginning of year	2015-12-31	$11,099,275
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$115,574
Net income (gross income less expenses)	2015-12-31	$-10,470,743
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$627,686
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,098,429
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$482,584
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$500
2014 : ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$846
Total plan liabilities at beginning of year	2014-12-31	$846
Total income from all sources	2014-12-31	$794,143
Expenses. Total of all expenses incurred	2014-12-31	$695,448
Benefits paid (including direct rollovers)	2014-12-31	$694,938
Total plan assets at end of year	2014-12-31	$11,099,275
Total plan assets at beginning of year	2014-12-31	$11,000,580
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$794,143
Net income (gross income less expenses)	2014-12-31	$98,695
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,098,429
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,999,734
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$482,584
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$1,125
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$846
Total plan liabilities at beginning of year	2013-12-31	$196
Total income from all sources	2013-12-31	$3,228,249
Expenses. Total of all expenses incurred	2013-12-31	$2,470,102
Benefits paid (including direct rollovers)	2013-12-31	$2,393,318
Total plan assets at end of year	2013-12-31	$11,000,580
Total plan assets at beginning of year	2013-12-31	$10,241,783
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$222,500
Contributions received from other sources (not participants or employers)	2013-12-31	$20,674
Other income received	2013-12-31	$2,839,459
Net income (gross income less expenses)	2013-12-31	$758,147
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,999,734
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$10,241,587
Assets. Value of participant loans	2013-12-31	$173,889
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$482,584
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$1,125
Total contributions received or receivable from employer(s)	2013-12-31	$145,616
Value of certain deemed distributions of participant loans	2013-12-31	$72,448
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$196
Total income from all sources	2012-12-31	$2,361,339
Expenses. Total of all expenses incurred	2012-12-31	$577,029
Benefits paid (including direct rollovers)	2012-12-31	$565,870
Total plan assets at end of year	2012-12-31	$10,241,783
Total plan assets at beginning of year	2012-12-31	$8,457,277
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$350,392
Contributions received from other sources (not participants or employers)	2012-12-31	$110,339
Other income received	2012-12-31	$1,496,316
Net income (gross income less expenses)	2012-12-31	$1,784,310
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$10,241,587
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,457,277
Assets. Value of participant loans	2012-12-31	$293,023
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$482,584
Total contributions received or receivable from employer(s)	2012-12-31	$404,292
Value of certain deemed distributions of participant loans	2012-12-31	$1,689
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,470
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$239
Total income from all sources	2011-12-31	$-532,153
Expenses. Total of all expenses incurred	2011-12-31	$189,730
Benefits paid (including direct rollovers)	2011-12-31	$170,347
Total plan assets at end of year	2011-12-31	$8,457,277
Total plan assets at beginning of year	2011-12-31	$9,179,399
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$326,526
Contributions received from other sources (not participants or employers)	2011-12-31	$51,364
Other income received	2011-12-31	$-1,306,396
Net income (gross income less expenses)	2011-12-31	$-721,883
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,457,277
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$9,179,160
Assets. Value of participant loans	2011-12-31	$109,113
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$482,584
Total contributions received or receivable from employer(s)	2011-12-31	$396,353
Value of certain deemed distributions of participant loans	2011-12-31	$1,630
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$17,753
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN

2016: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND P.A. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

17566

Policy instance

Insurance contract or identification number	17566
Number of Individuals Covered	8
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,477
Total amount of fees paid to insurance company	USD $1,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,477
Insurance broker organization code?	3
Amount paid for insurance broker fees	1923
Additional information about fees paid to insurance broker	TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker name	NEWPORT GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

17566

Policy instance

Insurance contract or identification number	17566
Number of Individuals Covered	26
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $9,975
Total amount of fees paid to insurance company	USD $2,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,975
Insurance broker organization code?	3
Amount paid for insurance broker fees	2515
Additional information about fees paid to insurance broker	TPA FEES PAID, TPA COMPENSATION, AND OTHER ALLOWANCES
Insurance broker name	VERISIGHT, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

17566

Policy instance

Insurance contract or identification number	17566
Number of Individuals Covered	31
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $10,075
Total amount of fees paid to insurance company	USD $6,242
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $10,075
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Amount paid for insurance broker fees	6242
Insurance broker name	VERISIGHT, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

17566

Policy instance

Insurance contract or identification number	17566
Number of Individuals Covered	97
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $13,945
Total amount of fees paid to insurance company	USD $5,358
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $13,945
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Amount paid for insurance broker fees	5358
Insurance broker name	VERISIGHT, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

17566

Policy instance

Insurance contract or identification number	17566
Number of Individuals Covered	98
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $14,660
Total amount of fees paid to insurance company	USD $4,473
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

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Company Name:	ORTHOPAEDIC ASSOCIATES OF CENTRAL MARYLAND, P.A.
Employer identification number (EIN):	520892523
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	STEPHEN D MADDOCK
001	2012-01-01	STEPHEN D. MADDOCK
001	2011-01-01	STEPHEN D. MADDOCK
001	2010-01-01	STEPHEN D MADDOCK	2011-10-14	STEPHEN D MADDOCK	2011-10-14