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ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 401k Plan overview

Plan NameADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING
Plan identification number 001

ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 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.
  • 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

ADVANCED ORTHOPAEDIC CENTERS has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED ORTHOPAEDIC CENTERS
Employer identification number (EIN):541025125
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ADVANCED ORTHOPAEDIC CENTERS

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1976-08-24
Company Identification Number: 0169045
Legal Registered Office Address: 1001 HAXALL POINT 15TH FL

RICHMOND
United States of America (USA)
23219

More information about ADVANCED ORTHOPAEDIC CENTERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MICHAEL LOWERY
0012016-01-01MICHAEL LOWERY MICHAEL LOWERY2017-10-13
0012015-01-01MICHAEL H. LOWERY MICHAEL H. LOWERY2016-09-30
0012014-01-01MICHAEL H. LOWERY
0012013-01-01MICHAEL LOWERY
0012012-01-01MICHAEL LOWERY
0012011-01-01MICHAEL LOWERY
0012009-01-01CYNDY LOWERY DR. GEOFFREY HIGGS2010-10-14
0012009-01-01CYNDY LOWERY

Plan Statistics for ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING

401k plan membership statisitcs for ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING

Measure Date Value
2017: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-01317
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01112
Total of all active and inactive participants2016-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01289
Number of participants with account balances2016-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-01305
Total number of active participants reported on line 7a of the Form 55002015-01-01201
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01296
Number of participants with account balances2015-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0136
2014: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-01263
Total number of active participants reported on line 7a of the Form 55002014-01-01201
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01274
Number of participants with account balances2014-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-01260
Total number of active participants reported on line 7a of the Form 55002013-01-01180
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0162
Total of all active and inactive participants2013-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01242
Number of participants with account balances2013-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01182
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01248
Number of participants with account balances2012-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-01316
Total number of active participants reported on line 7a of the Form 55002011-01-01185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01223
Number of participants with account balances2011-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-01213
Total number of active participants reported on line 7a of the Form 55002009-01-01149
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0194
Total of all active and inactive participants2009-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01244
Number of participants with account balances2009-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING

Measure Date Value
2017 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-03$0
Total transfer of assets from this plan2017-01-03$20,119,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-03$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-03$0
Total income from all sources (including contributions)2017-01-03$131,637
Total loss/gain on sale of assets2017-01-03$0
Total of all expenses incurred2017-01-03$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-03$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-03$0
Value of total assets at end of year2017-01-03$0
Value of total assets at beginning of year2017-01-03$19,987,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-03$0
Total interest from all sources2017-01-03$0
Total dividends received (eg from common stock, registered investment company shares)2017-01-03$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-03Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-01-03$0
Was this plan covered by a fidelity bond2017-01-03Yes
Value of fidelity bond cover2017-01-03$1,000,000
If this is an individual account plan, was there a blackout period2017-01-03Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-03$0
Were there any nonexempt tranactions with any party-in-interest2017-01-03No
Participant contributions at end of year2017-01-03$0
Participant contributions at beginning of year2017-01-03$174,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-03No
Value of net income/loss2017-01-03$131,637
Value of net assets at end of year (total assets less liabilities)2017-01-03$0
Value of net assets at beginning of year (total assets less liabilities)2017-01-03$19,987,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-03No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-03No
Were any leases to which the plan was party in default or uncollectible2017-01-03No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-03$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-03$19,263,712
Income. Interest from loans (other than to participants)2017-01-03$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-03$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-03$549,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-03$549,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-03$131,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-03No
Was there a failure to transmit to the plan any participant contributions2017-01-03No
Has the plan failed to provide any benefit when due under the plan2017-01-03No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-01-03Yes
Did the plan have assets held for investment2017-01-03No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-03No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-03Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-03Yes
Opinion of an independent qualified public accountant for this plan2017-01-03Disclaimer
Accountancy firm name2017-01-03DIXON, HUGHES, GOODMAN
Accountancy firm EIN2017-01-03560747981
2016 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,477,562
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,610,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,526,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,718,439
Value of total assets at end of year2016-12-31$19,987,799
Value of total assets at beginning of year2016-12-31$21,120,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$84,120
Total interest from all sources2016-12-31$9,120
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$296,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$296,804
Administrative expenses professional fees incurred2016-12-31$5,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$766,980
Participant contributions at end of year2016-12-31$174,950
Participant contributions at beginning of year2016-12-31$174,365
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,133,088
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,987,799
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,120,887
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
Investment advisory and management fees2016-12-31$42,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,263,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,558,274
Interest on participant loans2016-12-31$7,233
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$549,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$388,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$388,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,453,199
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$936,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,526,530
Contract administrator fees2016-12-31$37,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON, HUGHES, GOODMAN
Accountancy firm EIN2016-12-31560747981
2015 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,709,604
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,892,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,813,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,723,919
Value of total assets at end of year2015-12-31$21,120,887
Value of total assets at beginning of year2015-12-31$21,303,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,349
Total interest from all sources2015-12-31$8,231
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$272,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$272,410
Administrative expenses professional fees incurred2015-12-31$9,100
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$862,448
Participant contributions at end of year2015-12-31$174,365
Participant contributions at beginning of year2015-12-31$214,864
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-182,799
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,120,887
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,303,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$40,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,558,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,695,227
Interest on participant loans2015-12-31$8,031
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$388,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$389,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$389,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-294,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$841,049
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,813,054
Contract administrator fees2015-12-31$29,252
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON, HUGHES, GOODMAN
Accountancy firm EIN2015-12-31560747981
2014 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,557,468
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,950,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,884,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,997,117
Value of total assets at end of year2014-12-31$21,303,686
Value of total assets at beginning of year2014-12-31$19,696,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$65,209
Total interest from all sources2014-12-31$5,283
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$187,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$187,837
Administrative expenses professional fees incurred2014-12-31$8,800
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$845,135
Participant contributions at end of year2014-12-31$214,864
Participant contributions at beginning of year2014-12-31$157,153
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$565
Administrative expenses (other) incurred2014-12-31$28,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,607,278
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,303,686
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,696,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,695,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,891,884
Interest on participant loans2014-12-31$5,263
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$647,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$389,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,366,679
Net investment gain or loss from common/collective trusts2014-12-31$552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,151,417
Employer contributions (assets) at end of year2014-12-31$3,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,884,981
Contract administrator fees2014-12-31$7,009
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON, HUGHES, GOODMAN
Accountancy firm EIN2014-12-31560747981
2013 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,535,233
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$560,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$511,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,928,134
Value of total assets at end of year2013-12-31$19,696,408
Value of total assets at beginning of year2013-12-31$14,722,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,284
Total interest from all sources2013-12-31$6,763
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$746,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$746,564
Administrative expenses professional fees incurred2013-12-31$5,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$776,136
Participant contributions at end of year2013-12-31$157,153
Participant contributions at beginning of year2013-12-31$180,411
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$55,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,974,271
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,696,408
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,722,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$32,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,891,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,062,613
Interest on participant loans2013-12-31$6,763
Value of interest in common/collective trusts at end of year2013-12-31$647,371
Value of interest in common/collective trusts at beginning of year2013-12-31$479,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,846,049
Net investment gain or loss from common/collective trusts2013-12-31$7,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,096,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$511,678
Contract administrator fees2013-12-31$11,763
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2013-12-31560747981
2012 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,592,488
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$446,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$394,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,931,021
Value of total assets at end of year2012-12-31$14,722,137
Value of total assets at beginning of year2012-12-31$11,576,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$52,404
Total interest from all sources2012-12-31$7,588
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$400,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$400,463
Administrative expenses professional fees incurred2012-12-31$16,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$762,220
Participant contributions at end of year2012-12-31$180,411
Participant contributions at beginning of year2012-12-31$164,887
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$80,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,145,776
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,722,137
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,576,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$25,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,062,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,961,752
Interest on participant loans2012-12-31$7,588
Value of interest in common/collective trusts at end of year2012-12-31$479,113
Value of interest in common/collective trusts at beginning of year2012-12-31$449,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,249,638
Net investment gain or loss from common/collective trusts2012-12-31$3,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,087,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$394,308
Contract administrator fees2012-12-31$10,750
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2012-12-31560747981
2011 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,359,196
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$824,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$714,740
Value of total corrective distributions2011-12-31$57,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,611,785
Value of total assets at end of year2011-12-31$11,576,361
Value of total assets at beginning of year2011-12-31$11,041,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,408
Total interest from all sources2011-12-31$6,627
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$207,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$207,286
Administrative expenses professional fees incurred2011-12-31$7,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$648,367
Participant contributions at end of year2011-12-31$164,887
Participant contributions at beginning of year2011-12-31$184,650
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$534,748
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,576,361
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,041,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$22,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,961,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,401,096
Interest on participant loans2011-12-31$6,627
Value of interest in common/collective trusts at end of year2011-12-31$449,722
Value of interest in common/collective trusts at beginning of year2011-12-31$455,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-472,886
Net investment gain or loss from common/collective trusts2011-12-31$6,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$959,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$714,740
Contract administrator fees2011-12-31$22,456
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2011-12-31560747981
2010 : ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,774,853
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$383,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$341,039
Value of total corrective distributions2010-12-31$9,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,479,647
Value of total assets at end of year2010-12-31$11,041,613
Value of total assets at beginning of year2010-12-31$8,649,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,007
Total interest from all sources2010-12-31$7,576
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$180,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$180,434
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$587,254
Participant contributions at end of year2010-12-31$184,650
Participant contributions at beginning of year2010-12-31$166,784
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,391,625
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,041,613
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,649,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,401,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,107,255
Interest on participant loans2010-12-31$7,576
Value of interest in common/collective trusts at end of year2010-12-31$455,867
Value of interest in common/collective trusts at beginning of year2010-12-31$375,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,099,700
Net investment gain or loss from common/collective trusts2010-12-31$7,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$885,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$341,039
Contract administrator fees2010-12-31$14,678
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GOODMAN & COMPANY
Accountancy firm EIN2010-12-31540640067

Form 5500 Responses for ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING

2017: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ADVANCED ORTHOPAEDIC CENTERS, P.C. PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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