401k Plan data: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN plan

WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN
Plan identification number	002

WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

WEST TENNESSEE BONE & JOINT CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WEST TENNESSEE BONE & JOINT CLINIC, P.C.

Employer identification number (EIN): 620913372

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01 CANDIE ATHERTON 2023-02-03
002 2021-01-01 CANDIE ATHERTON 2023-02-03
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 DONNA KLUTTS 2019-09-25 DONNA KLUTTS 2019-09-25
002 2017-01-01 DONNA KLUTTS 2018-10-15 DONNA KLUTTS 2018-10-15
002 2016-01-01 DONNA KLUTTS 2017-09-29 DONNA KLUTTS 2017-09-29
002 2015-01-01 DONNA KLUTTS 2016-09-29 DONNA KLUTTS 2016-09-29
002 2014-01-01 DONNA W. KLUTTS 2015-10-05 DONNA W. KLUTTS 2015-10-05
002 2013-01-01 DONNA KLUTTS 2014-10-10 DONNA KLUTTS 2014-10-10
002 2012-01-01 R. MICHAEL COBB, MD
002 2011-01-01 R. MICHAEL COBB, MD
002 2009-01-01 R. MICHAEL COBB, MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	CANDIE ATHERTON	2023-02-03
002	2021-01-01	CANDIE ATHERTON	2023-02-03
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	DONNA KLUTTS	2019-09-25	DONNA KLUTTS	2019-09-25
002	2017-01-01	DONNA KLUTTS	2018-10-15	DONNA KLUTTS	2018-10-15
002	2016-01-01	DONNA KLUTTS	2017-09-29	DONNA KLUTTS	2017-09-29
002	2015-01-01	DONNA KLUTTS	2016-09-29	DONNA KLUTTS	2016-09-29
002	2014-01-01	DONNA W. KLUTTS	2015-10-05	DONNA W. KLUTTS	2015-10-05
002	2013-01-01	DONNA KLUTTS	2014-10-10	DONNA KLUTTS	2014-10-10
002	2012-01-01	R. MICHAEL COBB, MD
002	2011-01-01	R. MICHAEL COBB, MD
002	2009-01-01	R. MICHAEL COBB, MD

Plan Statistics for WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN

Measure Date Value
2023: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 199
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 43
Total of all active and inactive participants 2023-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 242
Number of participants with account balances 2023-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 17
2022: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 190
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 36
Total of all active and inactive participants 2022-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 226
Number of participants with account balances 2022-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 163
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 26
Total of all active and inactive participants 2021-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 189
Number of participants with account balances 2021-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 143
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 176
Number of participants with account balances 2020-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 126
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 137
Number of participants with account balances 2019-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2012: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 65
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 70
Number of participants with account balances 2012-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 79
Number of participants with account balances 2011-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 68
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 74
Number of participants with account balances 2009-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2023: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	199
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	43
Total of all active and inactive participants	2023-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	242
Number of participants with account balances	2023-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	17
2022: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	190
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	36
Total of all active and inactive participants	2022-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	226
Number of participants with account balances	2022-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	163
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	189
Number of participants with account balances	2021-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	143
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	176
Number of participants with account balances	2020-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	126
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	137
Number of participants with account balances	2019-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2012: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	65
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	70
Number of participants with account balances	2012-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	79
Number of participants with account balances	2011-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	68
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	74
Number of participants with account balances	2009-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$750
Total income from all sources (including contributions)	2023-12-31	$7,005,521
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,079,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$993,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,282,973
Value of total assets at end of year	2023-12-31	$33,000,134
Value of total assets at beginning of year	2023-12-31	$27,075,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$86,735
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,217,598
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$9,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,925,736
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$33,000,134
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$27,074,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$51,433
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$31,919,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$25,632,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$18,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$10,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$10,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,722,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,055,425
Employer contributions (assets) at end of year	2023-12-31	$1,061,710
Employer contributions (assets) at beginning of year	2023-12-31	$1,431,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$993,050
Contract administrator fees	2023-12-31	$3,835
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN	2023-12-31	814229648
2022 : WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,865,282
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$415,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$333,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,467,231
Value of total assets at end of year	2022-12-31	$27,075,148
Value of total assets at beginning of year	2022-12-31	$30,355,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$82,027
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,035,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,280,743
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,074,398
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,355,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$79,567
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$25,632,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$29,123,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$10,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$12,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$12,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,332,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,431,606
Employer contributions (assets) at end of year	2022-12-31	$1,431,606
Employer contributions (assets) at beginning of year	2022-12-31	$1,218,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$333,434
Contract administrator fees	2022-12-31	$2,460
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN	2022-12-31	814229648
2021 : WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,604,826
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$469,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$318,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,162,307
Value of total assets at end of year	2021-12-31	$30,355,141
Value of total assets at beginning of year	2021-12-31	$25,220,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$151,139
Total interest from all sources	2021-12-31	$1,049
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$76,516
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$904,591
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$22,861
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$38,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,134,988
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,355,141
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$25,220,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$74,623
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$29,123,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$24,064,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$12,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$17,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$17,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,441,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,218,890
Employer contributions (assets) at end of year	2021-12-31	$1,218,890
Employer contributions (assets) at beginning of year	2021-12-31	$1,115,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$318,699
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN	2021-12-31	814229648
2020 : WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,120,058
Total of all expenses incurred	2020-12-31	$1,037,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$956,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,347,014
Value of total assets at end of year	2020-12-31	$25,220,153
Value of total assets at beginning of year	2020-12-31	$20,137,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$81,029
Total interest from all sources	2020-12-31	$1,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$50,252
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$795,649
Participant contributions at end of year	2020-12-31	$22,861
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$435,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,082,303
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$25,220,153
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,137,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$30,777
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$24,064,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,151,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$17,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$85,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$85,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,771,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,115,676
Employer contributions (assets) at end of year	2020-12-31	$1,115,676
Employer contributions (assets) at beginning of year	2020-12-31	$900,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$956,726
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN	2020-12-31	814229648
2019 : WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,782,102
Total of all expenses incurred	2019-12-31	$163,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$140,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,472,154
Value of total assets at end of year	2019-12-31	$20,137,850
Value of total assets at beginning of year	2019-12-31	$15,519,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,079
Total interest from all sources	2019-12-31	$3,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$9,370
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$571,338
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$88,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,618,713
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,137,850
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,519,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$13,709
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,151,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,666,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$85,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$34,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$34,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,306,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$900,816
Employer contributions (assets) at end of year	2019-12-31	$900,816
Employer contributions (assets) at beginning of year	2019-12-31	$729,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$140,310
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN	2019-12-31	814229648
2012 : WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,342,854
Expenses. Total of all expenses incurred	2012-12-31	$611,810
Benefits paid (including direct rollovers)	2012-12-31	$611,810
Total plan assets at end of year	2012-12-31	$7,286,104
Total plan assets at beginning of year	2012-12-31	$6,555,060
Total contributions received or receivable from participants	2012-12-31	$265,024
Contributions received from other sources (not participants or employers)	2012-12-31	$249,924
Other income received	2012-12-31	$403,480
Net income (gross income less expenses)	2012-12-31	$731,044
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,286,104
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,555,060
Total contributions received or receivable from employer(s)	2012-12-31	$424,426
2011 : WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$326,115
Expenses. Total of all expenses incurred	2011-12-31	$78,845
Benefits paid (including direct rollovers)	2011-12-31	$78,845
Total plan assets at end of year	2011-12-31	$6,555,060
Total plan assets at beginning of year	2011-12-31	$6,307,790
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$240,396
Other income received	2011-12-31	$-186,703
Net income (gross income less expenses)	2011-12-31	$247,270
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,555,060
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,307,790
Total contributions received or receivable from employer(s)	2011-12-31	$272,422
2010 : WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$961,836
Expenses. Total of all expenses incurred	2010-12-31	$151,785
Benefits paid (including direct rollovers)	2010-12-31	$151,785
Total plan assets at end of year	2010-12-31	$6,307,790
Total plan assets at beginning of year	2010-12-31	$5,497,739
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$232,988
Other income received	2010-12-31	$332,637
Net income (gross income less expenses)	2010-12-31	$810,051
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,307,790
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,497,739
Total contributions received or receivable from employer(s)	2010-12-31	$396,211

Form 5500 Responses for WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN

2023: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2012: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEST TENNESSEE BONE & JOINT CLINIC, P.C.
Employer identification number (EIN):	620913372
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)