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SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan NameSPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST
Plan identification number 002

SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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

SPINE & SPORTS MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:SPINE & SPORTS MEDICAL GROUP
Employer identification number (EIN):770583344
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01SHERMAN TRAN2023-04-03
0022021-01-01
0022020-01-01
0022019-01-01SHERMAN TRAN2020-05-02 SHERMAN TRAN2020-05-02
0022018-01-01SHERMAN TRAN2019-06-03 SHERMAN TRAN2019-06-03
0022017-01-01SHERMAN TRAN2018-05-22 SHERMAN TRAN2018-05-22
0022016-01-01SHERMAN TRAN2017-05-08
0022015-01-01SHERMAN TRAN2016-04-25
0022014-01-01SHERMAN TRAN2015-04-27
0022013-01-01SHERMAN TRAN2014-06-09 SHERMAN TRAN2014-06-09
0022012-01-01SHERMAN TRAN2013-07-17 SHERMAN TRAN2013-07-17

Plan Statistics for SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2022: SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2022 401k membership
Market value of plan assets2022-12-312,106,831
Acturial value of plan assets2022-12-312,106,831
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-312,725
Active participant vested funding target2022-12-311,900,955
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-311,901,239
Total participant count2022-12-316
Total funding target for all participants2022-12-311,903,964
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31378,649
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3150,582
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31328,067
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31363,400
Total employer contributions2022-12-31420,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31399,156
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31190,754
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31190,754
Additional cash requirement2022-12-31190,754
Contributions allocatedtoward minimum required contributions for current year2022-12-31399,156
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2021 401k membership
Market value of plan assets2021-12-312,106,831
Acturial value of plan assets2021-12-312,106,831
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-313
Fundng target for terminated vested participants2021-12-311,183
Active participant vested funding target2021-12-311,579,626
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-311,579,626
Total participant count2021-12-316
Total funding target for all participants2021-12-311,580,809
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31340,634
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31340,634
Present value of excess contributions2021-12-3111,205
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3111,205
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31378,649
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31176,410
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3150,582
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3150,582
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets2020-12-311,737,304
Acturial value of plan assets2020-12-311,737,304
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-311,171
Active participant vested funding target2020-12-311,358,586
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-311,358,586
Total participant count2020-12-315
Total funding target for all participants2020-12-311,359,757
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31264,324
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31264,324
Present value of excess contributions2020-12-3132,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3132,286
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3130,000
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31340,634
Total employer contributions2020-12-31165,118
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31163,389
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31170,158
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31152,184
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31152,184
Contributions allocatedtoward minimum required contributions for current year2020-12-31163,389
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-311,500,261
Acturial value of plan assets2019-12-311,500,261
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-31985
Active participant vested funding target2019-12-311,093,743
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,093,743
Total participant count2019-12-315
Total funding target for all participants2019-12-311,094,728
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31294,906
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31294,906
Present value of excess contributions2019-12-31202,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31202,692
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31264,324
Total employer contributions2019-12-3163,915
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3162,589
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31156,340
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3130,303
Additional cash requirement2019-12-3130,303
Contributions allocatedtoward minimum required contributions for current year2019-12-3162,589
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-31933,874
Acturial value of plan assets2018-12-31933,874
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-31830
Active participant vested funding target2018-12-31857,820
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31857,820
Total participant count2018-12-315
Total funding target for all participants2018-12-31858,650
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31296,164
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3134,142
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31262,022
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31294,906
Total employer contributions2018-12-31353,930
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31346,791
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31143,208
Net shortfall amortization installment of oustanding balance2018-12-314,812
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31144,099
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31144,099
Contributions allocatedtoward minimum required contributions for current year2018-12-31346,791
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-31946,853
Acturial value of plan assets2017-12-31946,853
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-311,755
Active participant vested funding target2017-12-31636,175
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31636,175
Total participant count2017-12-315
Total funding target for all participants2017-12-31637,930
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31294,544
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31294,544
Present value of excess contributions2017-12-3113,835
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3113,835
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31296,164
Total employer contributions2017-12-3195,158
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3192,975
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31127,236
Net shortfall amortization installment of oustanding balance2017-12-315,425
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31128,127
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3135,152
Additional cash requirement2017-12-3192,975
Contributions allocatedtoward minimum required contributions for current year2017-12-3192,975
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-31708,690
Acturial value of plan assets2016-12-31708,690
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-311,400
Active participant vested funding target2016-12-31365,312
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-31456,640
Total participant count2016-12-316
Total funding target for all participants2016-12-31458,040
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31298,091
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31298,091
Present value of excess contributions2016-12-3138,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3138,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31294,544
Total employer contributions2016-12-31130,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31131,893
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31118,058
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31118,058
Additional cash requirement2016-12-31118,058
Contributions allocatedtoward minimum required contributions for current year2016-12-31131,893
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Financial Data on SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2022 : SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$231,249
Expenses. Total of all expenses incurred2022-12-31$2,338,080
Benefits paid (including direct rollovers)2022-12-31$2,338,080
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$2,106,831
Value of fidelity bond covering the plan2022-12-31$60,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-188,751
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,106,831
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,106,831
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$420,000
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$213,113
Expenses. Total of all expenses incurred2021-12-31$8,704
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$2,106,831
Total plan assets at beginning of year2021-12-31$1,902,422
Value of fidelity bond covering the plan2021-12-31$60,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$213,113
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$204,409
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,106,831
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,902,422
Assets. Value of assets in partnership/joint-venture interests2021-12-31$625,000
Assets. Value of real-estate (other than employer real property)2021-12-31$350,000
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,704
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total income from all sources2020-12-31$351,065
Expenses. Total of all expenses incurred2020-12-31$12,819
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,902,422
Total plan assets at beginning of year2020-12-31$1,564,176
Value of fidelity bond covering the plan2020-12-31$60,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$185,947
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$338,246
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,902,422
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,564,176
Assets. Value of assets in partnership/joint-venture interests2020-12-31$625,000
Assets. Value of real-estate (other than employer real property)2020-12-31$350,000
Total contributions received or receivable from employer(s)2020-12-31$165,118
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$12,819
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0

Form 5500 Responses for SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST

2022: SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPINE & SPORTS MEDICAL GROUP DEFINED BENEFIT PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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