401k Plan data: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN plan

NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN
Plan identification number	001

NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PAT A. PETERS, MD, PA DBA NORTH TEXAS ORTHOPEDICS AND SPORTS MEDICINE, has sponsored the creation of one or more 401k plans.

Company Name: PAT A. PETERS, MD, PA DBA NORTH TEXAS ORTHOPEDICS AND SPORTS MEDICINE,

Employer identification number (EIN): 752336509

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JOANNE PALADINO 2024-08-22
001 2023-01-01 JOANNE PALADINO 2024-09-13
001 2022-01-01 JOANNE PALADINO 2023-06-16
001 2021-01-01 JOANNE PALADINO 2022-07-14
001 2020-01-01 LORA FULMER 2021-07-07
001 2019-01-01 LORA FULMER 2020-07-30
001 2018-01-01 LORA FULMER 2019-07-18
001 2017-01-01 LORA FULMER 2018-07-02
001 2016-01-01 LORA FULMER 2017-07-19
001 2015-01-01 LORA FULMER 2016-07-25
001 2014-01-01 LORA FULMER 2015-07-13
001 2013-01-01 LORA FULMER 2014-07-08
001 2012-01-01 LORA FULMER
001 2011-01-01 LORA FULMER
001 2010-01-01 LORA FULMER
001 2009-01-01 LORA FULMER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2024-01-01	JOANNE PALADINO	2024-08-22
001	2023-01-01	JOANNE PALADINO	2024-09-13
001	2022-01-01	JOANNE PALADINO	2023-06-16
001	2021-01-01	JOANNE PALADINO	2022-07-14
001	2020-01-01	LORA FULMER	2021-07-07
001	2019-01-01	LORA FULMER	2020-07-30
001	2018-01-01	LORA FULMER	2019-07-18
001	2017-01-01	LORA FULMER	2018-07-02
001	2016-01-01	LORA FULMER	2017-07-19
001	2015-01-01	LORA FULMER	2016-07-25
001	2014-01-01	LORA FULMER	2015-07-13
001	2013-01-01	LORA FULMER	2014-07-08
001	2012-01-01	LORA FULMER
001	2011-01-01	LORA FULMER
001	2010-01-01	LORA FULMER
001	2009-01-01	LORA FULMER

Plan Statistics for NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 64
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 89
Number of participants with account balances 2012-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 52
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 82
Number of participants with account balances 2011-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 46
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 25
Total of all active and inactive participants 2010-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 71
Number of participants with account balances 2010-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 44
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 23
Total of all active and inactive participants 2009-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 67
Number of participants with account balances 2009-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2012: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	64
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	89
Number of participants with account balances	2012-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	52
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	82
Number of participants with account balances	2011-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	46
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	25
Total of all active and inactive participants	2010-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	71
Number of participants with account balances	2010-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	44
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	23
Total of all active and inactive participants	2009-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	67
Number of participants with account balances	2009-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,069,239
Expenses. Total of all expenses incurred	2012-12-31	$105,705
Benefits paid (including direct rollovers)	2012-12-31	$89,708
Total plan assets at end of year	2012-12-31	$6,084,222
Total plan assets at beginning of year	2012-12-31	$5,120,688
Total contributions received or receivable from participants	2012-12-31	$183,823
Other income received	2012-12-31	$523,175
Net income (gross income less expenses)	2012-12-31	$963,534
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,084,222
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,120,688
Assets. Value of participant loans	2012-12-31	$114,604
Total contributions received or receivable from employer(s)	2012-12-31	$362,241
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,997
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$326,516
Expenses. Total of all expenses incurred	2011-12-31	$70,799
Benefits paid (including direct rollovers)	2011-12-31	$67,232
Total plan assets at end of year	2011-12-31	$5,120,688
Total plan assets at beginning of year	2011-12-31	$4,864,971
Total contributions received or receivable from participants	2011-12-31	$169,203
Contributions received from other sources (not participants or employers)	2011-12-31	$3,668
Other income received	2011-12-31	$-131,412
Net income (gross income less expenses)	2011-12-31	$255,717
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,120,688
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,864,971
Assets. Value of participant loans	2011-12-31	$124,172
Total contributions received or receivable from employer(s)	2011-12-31	$285,057
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,045,458
Expenses. Total of all expenses incurred	2010-12-31	$187,243
Benefits paid (including direct rollovers)	2010-12-31	$183,193
Total plan assets at end of year	2010-12-31	$4,864,971
Total plan assets at beginning of year	2010-12-31	$4,006,756
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$141,587
Contributions received from other sources (not participants or employers)	2010-12-31	$34,538
Other income received	2010-12-31	$571,454
Net income (gross income less expenses)	2010-12-31	$858,215
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,864,971
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,006,756
Assets. Value of participant loans	2010-12-31	$150,989
Total contributions received or receivable from employer(s)	2010-12-31	$297,879
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : NORTH TEXAS ORTHOPEDICS 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 NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN

2012: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NORTH TEXAS ORTHOPEDICS 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NORTH TEXAS ORTHOPEDICS 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PAT A. PETERS, MD, PA DBA NORTH TEXAS ORTHOPEDICS AND SPORTS MEDICINE,
Employer identification number (EIN):	752336509
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)