401k Plan data: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN plan

TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 401k Plan overview

Plan Name	TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN
Plan identification number	001

TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY 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
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.
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

TEXAS ORTHOPAEDICS & SPORTS MEDICINE, LLP has sponsored the creation of one or more 401k plans.

Company Name: TEXAS ORTHOPAEDICS & SPORTS MEDICINE, LLP

Employer identification number (EIN): 742139056

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 LORI SANDERS HERNANDEZ
001 2017-01-01 LORI SANDERS HERNANDEZ
001 2016-01-01 CHRIS HORAIST
001 2015-01-01 CHRIS HORAIST
001 2014-01-01 CHRIS HORAIST
001 2013-01-01 AMY OVERBAY
001 2011-01-01 JAMES MATHIS 2012-10-03
001 2010-01-01 JAMES MATHIS 2011-10-13
001 2009-01-01 REBECCA LEE REBECCA LEE 2010-10-05

Plan Statistics for TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN

401k plan membership statisitcs for TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN

Measure Date Value
2023: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 42
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 15
Total of all active and inactive participants 2023-01-01 58
Total participants 2023-01-01 58
Number of participants with account balances 2023-01-01 49
2022: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 49
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 57
Number of participants with account balances 2022-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 50
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 57
Number of participants with account balances 2021-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 59
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 69
Number of participants with account balances 2020-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 56
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 66
Number of participants with account balances 2019-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 58
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 65
Number of participants with account balances 2018-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 54
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 60
Number of participants with account balances 2017-01-01 36
2016: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 48
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 56
Total participants 2016-01-01 56
Number of participants with account balances 2016-01-01 35
2015: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 46
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 53
Total participants 2015-01-01 53
Number of participants with account balances 2015-01-01 36
2014: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 52
Total participants 2014-01-01 52
Number of participants with account balances 2014-01-01 33
2013: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 38
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 35
Number of retired or separated participants receiving benefits 2009-01-01 29
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 64
Number of participants with account balances 2009-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	42
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	15
Total of all active and inactive participants	2023-01-01	58
Total participants	2023-01-01	58
Number of participants with account balances	2023-01-01	49
2022: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	49
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	57
Number of participants with account balances	2022-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	50
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	57
Number of participants with account balances	2021-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	59
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	69
Number of participants with account balances	2020-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	56
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	66
Number of participants with account balances	2019-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	58
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	65
Number of participants with account balances	2018-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	54
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	60
Number of participants with account balances	2017-01-01	36
2016: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	48
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	56
Total participants	2016-01-01	56
Number of participants with account balances	2016-01-01	35
2015: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	46
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	53
Total participants	2015-01-01	53
Number of participants with account balances	2015-01-01	36
2014: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	52
Total participants	2014-01-01	52
Number of participants with account balances	2014-01-01	33
2013: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	38
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	35
Number of retired or separated participants receiving benefits	2009-01-01	29
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	64
Number of participants with account balances	2009-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN

Measure	Date	Value
2023 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,588,489
Expenses. Total of all expenses incurred	2023-12-31	$722,284
Benefits paid (including direct rollovers)	2023-12-31	$721,314
Total plan assets at end of year	2023-12-31	$6,689,247
Total plan assets at beginning of year	2023-12-31	$5,823,042
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$248,178
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,180,291
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$866,205
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,689,247
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,823,042
Assets. Value of participant loans	2023-12-31	$79,165
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$160,020
Value of certain deemed distributions of participant loans	2023-12-31	$-110
Value of corrective distributions	2023-12-31	$586
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$494
2022 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-706,886
Expenses. Total of all expenses incurred	2022-12-31	$7,319
Benefits paid (including direct rollovers)	2022-12-31	$6,707
Total plan assets at end of year	2022-12-31	$5,823,042
Total plan assets at beginning of year	2022-12-31	$6,537,247
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$189,270
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-983,843
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-714,205
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,823,042
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,537,247
Assets. Value of participant loans	2022-12-31	$112,261
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$87,687
Value of certain deemed distributions of participant loans	2022-12-31	$-1,643
Value of corrective distributions	2022-12-31	$1,636
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$619
2021 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,155,951
Expenses. Total of all expenses incurred	2021-12-31	$610,919
Benefits paid (including direct rollovers)	2021-12-31	$607,627
Total plan assets at end of year	2021-12-31	$6,537,247
Total plan assets at beginning of year	2021-12-31	$5,992,215
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$206,082
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$832,434
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$545,032
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,537,247
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,992,215
Assets. Value of participant loans	2021-12-31	$98,453
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$117,435
Value of certain deemed distributions of participant loans	2021-12-31	$1,807
Value of corrective distributions	2021-12-31	$660
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$825
2020 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,307,808
Expenses. Total of all expenses incurred	2020-12-31	$97,007
Benefits paid (including direct rollovers)	2020-12-31	$92,299
Total plan assets at end of year	2020-12-31	$5,992,215
Total plan assets at beginning of year	2020-12-31	$4,781,414
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$155,117
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$27,772
Other income received	2020-12-31	$1,023,841
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,210,801
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,992,215
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,781,414
Assets. Value of participant loans	2020-12-31	$27,870
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$101,078
Value of certain deemed distributions of participant loans	2020-12-31	$4,377
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$331
2019 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,224,345
Expenses. Total of all expenses incurred	2019-12-31	$16,259
Benefits paid (including direct rollovers)	2019-12-31	$12,421
Total plan assets at end of year	2019-12-31	$4,781,414
Total plan assets at beginning of year	2019-12-31	$3,573,328
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$181,411
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$623
Other income received	2019-12-31	$946,672
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,208,086
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,781,414
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,573,328
Assets. Value of participant loans	2019-12-31	$30,735
Total contributions received or receivable from employer(s)	2019-12-31	$95,639
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,838
2018 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-27,702
Expenses. Total of all expenses incurred	2018-12-31	$65,181
Benefits paid (including direct rollovers)	2018-12-31	$60,443
Total plan assets at end of year	2018-12-31	$3,573,328
Total plan assets at beginning of year	2018-12-31	$3,666,211
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$205,443
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-354,058
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-92,883
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,573,328
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,666,211
Assets. Value of participant loans	2018-12-31	$26,792
Total contributions received or receivable from employer(s)	2018-12-31	$120,913
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4,738
2017 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$893,389
Expenses. Total of all expenses incurred	2017-12-31	$125,786
Benefits paid (including direct rollovers)	2017-12-31	$118,803
Total plan assets at end of year	2017-12-31	$3,666,211
Total plan assets at beginning of year	2017-12-31	$2,898,608
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$183,146
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$601,261
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$767,603
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,666,211
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,898,608
Assets. Value of participant loans	2017-12-31	$35,002
Total contributions received or receivable from employer(s)	2017-12-31	$108,982
Value of certain deemed distributions of participant loans	2017-12-31	$3,617
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,366
2016 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$573,103
Expenses. Total of all expenses incurred	2016-12-31	$20,994
Benefits paid (including direct rollovers)	2016-12-31	$19,296
Total plan assets at end of year	2016-12-31	$2,898,608
Total plan assets at beginning of year	2016-12-31	$2,346,499
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$185,455
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$252,022
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$552,109
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,898,608
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,346,499
Assets. Value of participant loans	2016-12-31	$41,718
Total contributions received or receivable from employer(s)	2016-12-31	$135,626
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,698
2015 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$245,826
Expenses. Total of all expenses incurred	2015-12-31	$70,372
Benefits paid (including direct rollovers)	2015-12-31	$70,028
Total plan assets at end of year	2015-12-31	$2,346,499
Total plan assets at beginning of year	2015-12-31	$2,171,045
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$163,452
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-38,232
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$175,454
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,346,499
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,171,045
Assets. Value of participant loans	2015-12-31	$66,849
Total contributions received or receivable from employer(s)	2015-12-31	$120,606
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$344
2014 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$366,653
Expenses. Total of all expenses incurred	2014-12-31	$744,064
Benefits paid (including direct rollovers)	2014-12-31	$742,505
Total plan assets at end of year	2014-12-31	$2,171,045
Total plan assets at beginning of year	2014-12-31	$2,548,456
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$148,705
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$107,347
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-377,411
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,171,045
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,548,456
Assets. Value of participant loans	2014-12-31	$63,091
Total contributions received or receivable from employer(s)	2014-12-31	$110,601
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,559
2013 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$590,182
Expenses. Total of all expenses incurred	2013-12-31	$95,892
Benefits paid (including direct rollovers)	2013-12-31	$82,815
Total plan assets at end of year	2013-12-31	$2,548,456
Total plan assets at beginning of year	2013-12-31	$2,054,166
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$158,144
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$373,424
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$494,290
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,548,456
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,054,166
Assets. Value of participant loans	2013-12-31	$79,142
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$58,614
Value of certain deemed distributions of participant loans	2013-12-31	$8,634
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,443
2009 : TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN

2023: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	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: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY 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
2018: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: TEXAS ORTHOPAEDICS & SPORTS MEDICINE CENTER COMPARABILITY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TEXAS ORTHOPAEDICS & SPORTS MEDICINE, LLP
Employer identification number (EIN):	742139056
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists