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THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

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

401k Sponsoring company profile

ORTHOVIRGINIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOVIRGINIA, INC.
Employer identification number (EIN):540885859
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ORTHOVIRGINIA, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1971-01-15
Company Identification Number: 0129968
Legal Registered Office Address: 1115 BOULDERS PKWY
SUITE 1600
NORTH CHESTERFIELD
United States of America (USA)
23225

More information about ORTHOVIRGINIA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TOMAKO DEANER
0012016-01-01KAREN SIMONTON
0012016-01-01KAREN SIMONTON
0012016-01-01

Plan Statistics for THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-012,148
Total number of active participants reported on line 7a of the Form 55002023-01-011,808
Number of retired or separated participants receiving benefits2023-01-0129
Number of other retired or separated participants entitled to future benefits2023-01-01568
Total of all active and inactive participants2023-01-012,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-012,409
Number of participants with account balances2023-01-012,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01132
2022: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012,079
Total number of active participants reported on line 7a of the Form 55002022-01-011,604
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-01519
Total of all active and inactive participants2022-01-012,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-012,148
Number of participants with account balances2022-01-012,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01135
2021: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,775
Total number of active participants reported on line 7a of the Form 55002021-01-011,552
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-01508
Total of all active and inactive participants2021-01-012,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,079
Number of participants with account balances2021-01-011,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01111
2020: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,599
Total number of active participants reported on line 7a of the Form 55002020-01-011,434
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-01326
Total of all active and inactive participants2020-01-011,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,775
Number of participants with account balances2020-01-011,614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,545
Total number of active participants reported on line 7a of the Form 55002019-01-011,154
Number of retired or separated participants receiving benefits2019-01-01445
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,599
Number of participants with account balances2019-01-011,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01100
2018: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,546
Total number of active participants reported on line 7a of the Form 55002018-01-011,040
Number of retired or separated participants receiving benefits2018-01-01369
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,409
Number of participants with account balances2018-01-011,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0158
2017: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01625
Total number of active participants reported on line 7a of the Form 55002017-01-011,201
Number of retired or separated participants receiving benefits2017-01-01365
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,566
Number of participants with account balances2017-01-011,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0148
2016: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01198
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017

Financial Data on THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
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$52,313,709
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$14,849,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$14,629,679
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$19,612,983
Value of total assets at end of year2023-12-31$237,572,964
Value of total assets at beginning of year2023-12-31$200,108,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$219,849
Total interest from all sources2023-12-31$105,311
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,431,803
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$1,431,803
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$9,553,705
Participant contributions at end of year2023-12-31$1,759,818
Participant contributions at beginning of year2023-12-31$1,569,768
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
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$2,900,297
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 income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$1,605
Total non interest bearing cash at beginning of year2023-12-31$1,365
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$37,464,181
Value of net assets at end of year (total assets less liabilities)2023-12-31$237,572,964
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$200,108,783
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$57,278,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$40,009,369
Interest on participant loans2023-12-31$105,278
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 common/collective trusts at end of year2023-12-31$173,551,196
Value of interest in common/collective trusts at beginning of year2023-12-31$150,428,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$15,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$3,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$3,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$33
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$6,302,192
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$24,861,420
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
Contributions received in cash from employer2023-12-31$7,158,981
Employer contributions (assets) at end of year2023-12-31$4,966,804
Employer contributions (assets) at beginning of year2023-12-31$8,097,007
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$14,629,679
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
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
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$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS LLP
Accountancy firm EIN2023-12-31440160260
2022 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
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$0
Total income from all sources (including contributions)2022-12-31$-15,335,456
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,455,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,177,419
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,064,028
Value of total assets at end of year2022-12-31$200,108,783
Value of total assets at beginning of year2022-12-31$235,900,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$278,395
Total interest from all sources2022-12-31$76,213
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,496,474
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$3,496,474
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
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,140,413
Participant contributions at end of year2022-12-31$1,569,768
Participant contributions at beginning of year2022-12-31$1,507,737
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
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$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,890,085
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 income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$278,395
Total non interest bearing cash at end of year2022-12-31$1,365
Total non interest bearing cash at beginning of year2022-12-31$1,005
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$0
Value of net income/loss2022-12-31$-35,791,270
Value of net assets at end of year (total assets less liabilities)2022-12-31$200,108,783
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$235,900,053
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,009,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$222,398,998
Interest on participant loans2022-12-31$76,174
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 common/collective trusts at end of year2022-12-31$150,428,057
Value of interest in common/collective trusts at beginning of year2022-12-31$4,803,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$35,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$35,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$39
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$0
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-38,972,171
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
Contributions received in cash from employer2022-12-31$10,033,530
Employer contributions (assets) at end of year2022-12-31$8,097,007
Employer contributions (assets) at beginning of year2022-12-31$7,153,902
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,177,419
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
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
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$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$42,747,321
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,218,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,732,754
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,249,627
Value of total assets at end of year2021-12-31$235,900,053
Value of total assets at beginning of year2021-12-31$209,370,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$485,428
Total interest from all sources2021-12-31$107,288
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,882,269
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$6,882,269
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
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$7,090,245
Participant contributions at end of year2021-12-31$1,507,737
Participant contributions at beginning of year2021-12-31$1,706,385
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$446,386
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$423,644
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$61,814
Administrative expenses (other) incurred2021-12-31$485,428
Total non interest bearing cash at end of year2021-12-31$1,005
Total non interest bearing cash at beginning of year2021-12-31$450
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$26,529,139
Value of net assets at end of year (total assets less liabilities)2021-12-31$235,900,053
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$209,370,914
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$222,398,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$198,416,679
Interest on participant loans2021-12-31$107,538
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$4,803,305
Value of interest in common/collective trusts at beginning of year2021-12-31$2,547,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$35,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-250
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,397,778
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$48,545
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$8,735,738
Employer contributions (assets) at end of year2021-12-31$7,153,902
Employer contributions (assets) at beginning of year2021-12-31$6,252,917
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,732,754
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$46,304,823
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,067,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,530,422
Expenses. Certain deemed distributions of participant loans2020-12-31$8,601
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,403,060
Value of total assets at end of year2020-12-31$209,370,914
Value of total assets at beginning of year2020-12-31$184,133,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$528,236
Total interest from all sources2020-12-31$46,787
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,273,353
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$4,273,353
Assets. Real estate other than employer real property at end of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$137,989
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
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 period2020-12-31Yes
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$5,484,475
Participant contributions at end of year2020-12-31$1,706,385
Participant contributions at beginning of year2020-12-31$1,390,984
Participant contributions at end of year2020-12-31$446,386
Participant contributions at beginning of year2020-12-31$397,944
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$823,790
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$390,247
Total non interest bearing cash at end of year2020-12-31$450
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$25,237,564
Value of net assets at end of year (total assets less liabilities)2020-12-31$209,370,914
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$184,133,350
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$198,416,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$108,957,424
Interest on participant loans2020-12-31$46,537
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,547,392
Value of interest in common/collective trusts at beginning of year2020-12-31$36,421,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$609,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$609,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$250
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$28,560,814
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$20,809
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Contributions received in cash from employer2020-12-31$7,094,795
Employer contributions (assets) at end of year2020-12-31$6,252,917
Employer contributions (assets) at beginning of year2020-12-31$5,845,835
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,530,422
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$30,509,898
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$44,126,922
Total income from all sources (including contributions)2019-12-31$44,126,922
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,182,188
Total of all expenses incurred2019-12-31$14,182,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,681,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,681,464
Expenses. Certain deemed distributions of participant loans2019-12-31$77,105
Expenses. Certain deemed distributions of participant loans2019-12-31$77,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,852,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,852,928
Value of total assets at end of year2019-12-31$184,133,350
Value of total assets at end of year2019-12-31$184,133,350
Value of total assets at beginning of year2019-12-31$154,188,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$423,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$423,619
Total interest from all sources2019-12-31$72,315
Total interest from all sources2019-12-31$72,315
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,422,398
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,422,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$3,422,398
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,422,398
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,695,843
Contributions received from participants2019-12-31$5,695,843
Participant contributions at end of year2019-12-31$1,390,984
Participant contributions at end of year2019-12-31$1,390,984
Participant contributions at beginning of year2019-12-31$1,217,431
Participant contributions at end of year2019-12-31$397,944
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$526,309
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$526,309
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
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$29,944,734
Value of net income/loss2019-12-31$29,944,734
Value of net assets at end of year (total assets less liabilities)2019-12-31$184,133,350
Value of net assets at end of year (total assets less liabilities)2019-12-31$184,133,350
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$154,188,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$423,619
Investment advisory and management fees2019-12-31$423,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$108,957,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$108,957,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$85,809,008
Interest on participant loans2019-12-31$72,315
Interest on participant loans2019-12-31$72,315
Value of interest in common/collective trusts at end of year2019-12-31$36,421,813
Value of interest in common/collective trusts at end of year2019-12-31$36,421,813
Value of interest in common/collective trusts at beginning of year2019-12-31$34,469,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$609,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$609,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$510,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$510,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$510,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$510,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,779,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,779,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,630,776
Contributions received in cash from employer2019-12-31$8,630,776
Employer contributions (assets) at end of year2019-12-31$5,845,835
Employer contributions (assets) at beginning of year2019-12-31$3,762,802
Employer contributions (assets) at beginning of year2019-12-31$3,762,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,681,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,681,464
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$30,509,898
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$30,509,898
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$28,419,171
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KEITER
Accountancy firm name2019-12-31KEITER
Accountancy firm EIN2019-12-31541631262
Accountancy firm EIN2019-12-31541631262
2018 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,608,863
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,468,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,079,420
Expenses. Certain deemed distributions of participant loans2018-12-31$114,075
Value of total corrective distributions2018-12-31$20,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,336,771
Value of total assets at end of year2018-12-31$154,188,616
Value of total assets at beginning of year2018-12-31$166,048,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$254,156
Total interest from all sources2018-12-31$53,404
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,856,827
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$2,856,827
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$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,035,088
Participant contributions at end of year2018-12-31$1,217,431
Participant contributions at beginning of year2018-12-31$1,223,250
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$77,385
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,628,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,859,642
Value of net assets at end of year (total assets less liabilities)2018-12-31$154,188,616
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$166,048,258
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
Investment advisory and management fees2018-12-31$254,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$85,809,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$94,766,647
Interest on participant loans2018-12-31$53,404
Value of interest in common/collective trusts at end of year2018-12-31$34,469,709
Value of interest in common/collective trusts at beginning of year2018-12-31$35,303,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$510,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$409,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$409,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,638,139
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$4,673,570
Employer contributions (assets) at end of year2018-12-31$3,762,802
Employer contributions (assets) at beginning of year2018-12-31$5,289,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,079,420
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$28,419,171
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$28,978,447
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 name2018-12-31KEITER
Accountancy firm EIN2018-12-31541631262
2017 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$111,592,622
Total transfer of assets from this plan2017-12-31$34,070,112
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$33,665,769
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,198,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,931,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,898,251
Value of total assets at end of year2017-12-31$166,048,258
Value of total assets at beginning of year2017-12-31$67,058,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$267,117
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,527,473
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$2,527,473
Administrative expenses professional fees incurred2017-12-31$53,657
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$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,163,632
Participant contributions at end of year2017-12-31$1,223,250
Participant contributions at beginning of year2017-12-31$736,548
Participant contributions at end of year2017-12-31$77,385
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,291,967
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$21,466,944
Value of net assets at end of year (total assets less liabilities)2017-12-31$166,048,258
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$67,058,804
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
Investment advisory and management fees2017-12-31$213,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$94,766,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$57,301,767
Value of interest in common/collective trusts at end of year2017-12-31$35,303,560
Value of interest in common/collective trusts at beginning of year2017-12-31$1,814,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$409,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,245,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,245,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,240,045
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$6,442,652
Employer contributions (assets) at end of year2017-12-31$5,289,738
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,931,708
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$28,978,447
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$169,416
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$3,791,646
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 name2017-12-31KEITER
Accountancy firm EIN2017-12-31541631262
2016 : THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$26,147,022
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$3,531,879
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,677,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,575,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,752,088
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$24,292,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$102,082
Total interest from all sources2016-12-31$9,447
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$284,611
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$284,611
Administrative expenses professional fees incurred2016-12-31$102,082
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$780,745
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$191,486
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$5,696
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,607
Other income not declared elsewhere2016-12-31$-335
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$1,854,076
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,292,946
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,889,144
Interest on participant loans2016-12-31$9,447
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$7,229,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,264,595
Net investment gain or loss from common/collective trusts2016-12-31$221,473
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$944,736
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$976,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,575,721
Did the plan have assets held for investment2016-12-31No
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 PBGC2016-12-31Yes
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 name2016-12-31COLEY, EUBANK & COMPANY, P.C.
Accountancy firm EIN2016-12-31541881795

Form 5500 Responses for THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2023: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: THE ORTHOPAEDIC CENTER OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 filingYes
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

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