401k Plan data: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN plan

CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN
Plan identification number	002

CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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

CENTRAL TEXAS PEDIATRIC ORTHOPEDICS & SCOLIOSIS SURGERY has sponsored the creation of one or more 401k plans.

Company Name: CENTRAL TEXAS PEDIATRIC ORTHOPEDICS & SCOLIOSIS SURGERY

Employer identification number (EIN): 742653603

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 CYNTHIA WHITE
002 2016-01-01 ANTHONY KAHN 2017-06-23 ANTHONY KAHN 2017-06-23
002 2015-01-01 TONY KAHN 2016-06-14 TONY KAHN 2016-06-14
002 2014-01-01 TONY KAHN 2015-07-23 TONY KAHN 2015-07-23
002 2013-01-01 ANTHONY KAHN 2014-07-03 ANTHONY KAHN 2014-07-03
002 2012-01-01 TONY KAHN 2013-07-03 TONY KAHN 2013-07-03
002 2011-01-01 TONY KAHN 2012-06-06
002 2009-01-01 TONY KAHN

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
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	CYNTHIA WHITE
002	2016-01-01	ANTHONY KAHN	2017-06-23	ANTHONY KAHN	2017-06-23
002	2015-01-01	TONY KAHN	2016-06-14	TONY KAHN	2016-06-14
002	2014-01-01	TONY KAHN	2015-07-23	TONY KAHN	2015-07-23
002	2013-01-01	ANTHONY KAHN	2014-07-03	ANTHONY KAHN	2014-07-03
002	2012-01-01	TONY KAHN	2013-07-03	TONY KAHN	2013-07-03
002	2011-01-01	TONY KAHN	2012-06-06
002	2009-01-01	TONY KAHN

Plan Statistics for CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 65
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 30
Total of all active and inactive participants 2023-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 95
Number of participants with account balances 2023-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 62
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 24
Total of all active and inactive participants 2022-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 86
Number of participants with account balances 2022-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 60
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 20
Total of all active and inactive participants 2021-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 80
Number of participants with account balances 2021-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 58
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 28
Total of all active and inactive participants 2020-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 86
Number of participants with account balances 2020-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 63
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 22
Total of all active and inactive participants 2019-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 85
Number of participants with account balances 2019-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 67
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 83
Number of participants with account balances 2018-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 60
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 81
Number of participants with account balances 2017-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2009: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 36
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 15
Total of all active and inactive participants 2009-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 51
Number of participants with account balances 2009-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	65
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	30
Total of all active and inactive participants	2023-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	95
Number of participants with account balances	2023-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	62
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	24
Total of all active and inactive participants	2022-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	86
Number of participants with account balances	2022-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	60
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	20
Total of all active and inactive participants	2021-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	80
Number of participants with account balances	2021-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	58
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	28
Total of all active and inactive participants	2020-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	86
Number of participants with account balances	2020-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	63
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	22
Total of all active and inactive participants	2019-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	85
Number of participants with account balances	2019-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	67
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	83
Number of participants with account balances	2018-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	60
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	81
Number of participants with account balances	2017-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2009: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	36
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	15
Total of all active and inactive participants	2009-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	51
Number of participants with account balances	2009-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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	$2,385,579
Expenses. Total of all expenses incurred	2023-12-31	$478,063
Benefits paid (including direct rollovers)	2023-12-31	$446,568
Total plan assets at end of year	2023-12-31	$10,140,320
Total plan assets at beginning of year	2023-12-31	$8,232,804
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	$548,492
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	$1,583,287
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,907,516
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$10,140,320
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$8,232,804
Assets. Value of participant loans	2023-12-31	$119,693
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	$253,800
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$31,495
2022 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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	$-832,568
Expenses. Total of all expenses incurred	2022-12-31	$304,537
Benefits paid (including direct rollovers)	2022-12-31	$273,224
Total plan assets at end of year	2022-12-31	$8,232,804
Total plan assets at beginning of year	2022-12-31	$9,369,909
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	$510,464
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	$18,924
Other income received	2022-12-31	$-1,601,607
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,137,105
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,232,804
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,369,909
Assets. Value of participant loans	2022-12-31	$91,230
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	$239,651
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$31,313
2021 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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	$1,938,146
Expenses. Total of all expenses incurred	2021-12-31	$236,626
Benefits paid (including direct rollovers)	2021-12-31	$206,311
Total plan assets at end of year	2021-12-31	$9,369,909
Total plan assets at beginning of year	2021-12-31	$7,668,389
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	$476,737
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	$16,978
Other income received	2021-12-31	$1,201,940
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,701,520
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,369,909
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,668,389
Assets. Value of participant loans	2021-12-31	$77,132
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	$242,491
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$30,315
2020 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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	$1,857,323
Expenses. Total of all expenses incurred	2020-12-31	$2,535,441
Benefits paid (including direct rollovers)	2020-12-31	$2,505,770
Total plan assets at end of year	2020-12-31	$7,668,389
Total plan assets at beginning of year	2020-12-31	$8,346,507
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	$492,018
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	$19,344
Other income received	2020-12-31	$1,104,021
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-678,118
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,668,389
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,346,507
Assets. Value of participant loans	2020-12-31	$57,069
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	$241,940
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$29,671
2019 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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	$2,257,835
Expenses. Total of all expenses incurred	2019-12-31	$238,597
Benefits paid (including direct rollovers)	2019-12-31	$213,125
Total plan assets at end of year	2019-12-31	$8,346,507
Total plan assets at beginning of year	2019-12-31	$6,327,269
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$510,051
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$36,958
Other income received	2019-12-31	$1,470,047
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,019,238
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,346,507
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,327,269
Assets. Value of participant loans	2019-12-31	$62,336
Total contributions received or receivable from employer(s)	2019-12-31	$240,779
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	$25,472
2018 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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	$424,720
Expenses. Total of all expenses incurred	2018-12-31	$831,579
Benefits paid (including direct rollovers)	2018-12-31	$811,281
Total plan assets at end of year	2018-12-31	$6,327,269
Total plan assets at beginning of year	2018-12-31	$6,734,128
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$456,288
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$145,594
Other income received	2018-12-31	$-366,990
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-406,859
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,327,269
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,734,128
Assets. Value of participant loans	2018-12-31	$39,886
Total contributions received or receivable from employer(s)	2018-12-31	$189,828
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	$20,298
2017 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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	$1,583,013
Expenses. Total of all expenses incurred	2017-12-31	$282,490
Benefits paid (including direct rollovers)	2017-12-31	$254,192
Total plan assets at end of year	2017-12-31	$6,734,128
Total plan assets at beginning of year	2017-12-31	$5,433,605
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$408,095
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$5,836
Other income received	2017-12-31	$961,286
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,300,523
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,734,128
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,433,605
Assets. Value of participant loans	2017-12-31	$1,836
Total contributions received or receivable from employer(s)	2017-12-31	$207,796
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$28,298
2010 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$847,650
Expenses. Total of all expenses incurred	2010-12-31	$7,991
Benefits paid (including direct rollovers)	2010-12-31	$7,991
Total plan assets at end of year	2010-12-31	$4,031,435
Total plan assets at beginning of year	2010-12-31	$3,191,776
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$233,448
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$8,102
Other income received	2010-12-31	$439,774
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$839,659
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,031,435
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,191,776
Assets. Value of participant loans	2010-12-31	$10,023
Total contributions received or receivable from employer(s)	2010-12-31	$166,326
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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 CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) PROFIT SHARING PLAN

2023: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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
2009: CENTRAL TEXAS PEDIATRIC ORTHOPEDIC 401(K) 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU728

Policy instance

Insurance contract or identification number	PHU728
Number of Individuals Covered	62
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $8,530
Total amount of fees paid to insurance company	USD $1,637
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,530
Insurance broker organization code?	3
Amount paid for insurance broker fees	1637
Additional information about fees paid to insurance broker	SALES/ADMINISTRATION
Insurance broker name	JULY BUSINESS SERVICES

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Company Name:	CENTRAL TEXAS PEDIATRIC ORTHOPEDICS & SCOLIOSIS SURGERY
Employer identification number (EIN):	742653603
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)