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CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 401k Plan overview

Plan NameCALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN
Plan identification number 001

CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the 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

CALIFORNIA PACIFIC ORTHOPAEDICS AND SPORTS MEDICINE, A MEDIC has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA PACIFIC ORTHOPAEDICS AND SPORTS MEDICINE, A MEDIC
Employer identification number (EIN):942401940
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CAROLINE JACOBINI2024-09-25
0012022-01-01CAROLINE JACOBINI2023-10-10
0012021-01-01PETER CALLANDER2022-10-10
0012020-01-01KATHERINE URBANSKI2021-10-14
0012020-01-01KATHERINE URBANSKI2021-10-14
0012019-01-01
0012018-01-01PETER CALLANDER2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WILLIAM GREEN
0012013-01-01WILLIAM GREEN
0012012-01-01WILLIAM GREEN
0012011-01-01WILLIAM GREEN
0012010-01-01WILLIAM GREEN
0012009-01-01WILLIAM GREEN WILLIAM GREEN2010-05-11

Plan Statistics for CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN

401k plan membership statisitcs for CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN

Measure Date Value
2023: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01105
Total number of active participants reported on line 7a of the Form 55002023-01-0153
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0155
Total of all active and inactive participants2023-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01108
Number of participants with account balances2023-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0198
Total number of active participants reported on line 7a of the Form 55002022-01-0143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0198
Number of participants with account balances2022-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01107
Total number of active participants reported on line 7a of the Form 55002021-01-0151
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0193
Number of participants with account balances2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0191
Total number of active participants reported on line 7a of the Form 55002020-01-0156
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01102
Number of participants with account balances2020-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0186
Total number of active participants reported on line 7a of the Form 55002019-01-0159
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-0186
Total participants2019-01-0186
Number of participants with account balances2019-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0187
Total number of active participants reported on line 7a of the Form 55002018-01-0150
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0186
Number of participants with account balances2018-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0165
Total number of active participants reported on line 7a of the Form 55002017-01-0158
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0187
Number of participants with account balances2017-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0174
Total number of active participants reported on line 7a of the Form 55002016-01-0140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0165
Number of participants with account balances2016-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0172
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0134
Number of participants with account balances2015-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0144
Total number of active participants reported on line 7a of the Form 55002014-01-0146
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0147
Number of participants with account balances2014-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0145
Total number of active participants reported on line 7a of the Form 55002013-01-0144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0144
Number of participants with account balances2013-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0145
Total number of active participants reported on line 7a of the Form 55002012-01-0145
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0145
Number of participants with account balances2012-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0148
Total number of active participants reported on line 7a of the Form 55002011-01-0145
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0145
Number of participants with account balances2011-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0149
Total number of active participants reported on line 7a of the Form 55002010-01-0148
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0148
Number of participants with account balances2010-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0149
Total number of active participants reported on line 7a of the Form 55002009-01-0149
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0149
Number of participants with account balances2009-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN

Measure Date Value
2023 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$3,352,249
Expenses. Total of all expenses incurred2023-12-31$814,138
Benefits paid (including direct rollovers)2023-12-31$769,748
Total plan assets at end of year2023-12-31$22,242,879
Total plan assets at beginning of year2023-12-31$19,704,768
Value of fidelity bond covering the plan2023-12-31$1,000,000
Total contributions received or receivable from participants2023-12-31$517,550
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$83,120
Other income received2023-12-31$2,089,574
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,538,111
Net plan assets at end of year (total assets less liabilities)2023-12-31$22,242,879
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$19,704,768
Assets. Value of participant loans2023-12-31$103,129
Assets. Value of assets in partnership/joint-venture interests2023-12-31$4,331,139
Total contributions received or receivable from employer(s)2023-12-31$662,005
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$44,390
2022 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,642,806
Expenses. Total of all expenses incurred2022-12-31$5,469,274
Benefits paid (including direct rollovers)2022-12-31$5,436,590
Total plan assets at end of year2022-12-31$19,704,768
Total plan assets at beginning of year2022-12-31$26,816,848
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$462,643
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,820,408
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-7,112,080
Net plan assets at end of year (total assets less liabilities)2022-12-31$19,704,768
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$26,816,848
Assets. Value of participant loans2022-12-31$83,677
Assets. Value of assets in partnership/joint-venture interests2022-12-31$4,446,095
Total contributions received or receivable from employer(s)2022-12-31$714,959
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$32,684
2021 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
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$6,053,723
Expenses. Total of all expenses incurred2021-12-31$109,078
Benefits paid (including direct rollovers)2021-12-31$101,980
Total plan assets at end of year2021-12-31$26,816,848
Total plan assets at beginning of year2021-12-31$20,872,203
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$417,126
Assets. Value of loans (other than to participants)2021-12-31$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$4,961,866
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$5,944,645
Net plan assets at end of year (total assets less liabilities)2021-12-31$26,816,848
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$20,872,203
Assets. Value of participant loans2021-12-31$185,027
Assets. Value of assets in partnership/joint-venture interests2021-12-31$5,524,535
Total contributions received or receivable from employer(s)2021-12-31$674,731
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$7,098
2020 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$3,752,839
Expenses. Total of all expenses incurred2020-12-31$13,312
Benefits paid (including direct rollovers)2020-12-31$13,312
Total plan assets at end of year2020-12-31$20,872,203
Total plan assets at beginning of year2020-12-31$17,132,676
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$347,100
Assets. Value of loans (other than to participants)2020-12-31$296,789
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$32,670
Other income received2020-12-31$3,373,069
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$3,739,527
Net plan assets at end of year (total assets less liabilities)2020-12-31$20,872,203
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$17,132,676
Assets. Value of participant loans2020-12-31$228,865
Assets. Value of assets in partnership/joint-venture interests2020-12-31$3,383,617
Total contributions received or receivable from employer(s)2020-12-31$0
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$0
2019 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,883,663
Expenses. Total of all expenses incurred2019-12-31$384,736
Benefits paid (including direct rollovers)2019-12-31$329,227
Total plan assets at end of year2019-12-31$17,132,676
Total plan assets at beginning of year2019-12-31$13,633,749
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$338,334
Assets. Value of loans (other than to participants)2019-12-31$109,000
Other income received2019-12-31$2,944,933
Net income (gross income less expenses)2019-12-31$3,498,927
Net plan assets at end of year (total assets less liabilities)2019-12-31$17,132,676
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$13,633,749
Assets. Value of participant loans2019-12-31$98,099
Assets. Value of assets in partnership/joint-venture interests2019-12-31$2,986,236
Total contributions received or receivable from employer(s)2019-12-31$600,396
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$55,509
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$145,626
Expenses. Total of all expenses incurred2018-12-31$284,839
Benefits paid (including direct rollovers)2018-12-31$168,142
Total plan assets at end of year2018-12-31$13,633,749
Total plan assets at beginning of year2018-12-31$13,772,962
Value of fidelity bond covering the plan2018-12-31$3,900,000
Total contributions received or receivable from participants2018-12-31$332,325
Assets. Value of loans (other than to participants)2018-12-31$287,694
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-752,139
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-139,213
Net plan assets at end of year (total assets less liabilities)2018-12-31$13,633,749
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$13,772,962
Assets. Value of participant loans2018-12-31$143,314
Assets. Value of assets in partnership/joint-venture interests2018-12-31$2,485,648
Total contributions received or receivable from employer(s)2018-12-31$565,440
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$116,697
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,745,448
Expenses. Total of all expenses incurred2017-12-31$6,403,489
Benefits paid (including direct rollovers)2017-12-31$6,301,595
Total plan assets at end of year2017-12-31$13,772,962
Total plan assets at beginning of year2017-12-31$17,431,003
Value of fidelity bond covering the plan2017-12-31$3,900,000
Total contributions received or receivable from participants2017-12-31$340,641
Assets. Value of loans (other than to participants)2017-12-31$287,694
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$36,449
Other income received2017-12-31$1,833,576
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-3,658,041
Net plan assets at end of year (total assets less liabilities)2017-12-31$13,772,962
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$17,431,003
Assets. Value of participant loans2017-12-31$65,249
Assets. Value of assets in partnership/joint-venture interests2017-12-31$2,407,665
Total contributions received or receivable from employer(s)2017-12-31$534,782
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$101,894
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,654,984
Expenses. Total of all expenses incurred2016-12-31$776,360
Benefits paid (including direct rollovers)2016-12-31$689,873
Total plan assets at end of year2016-12-31$17,431,003
Total plan assets at beginning of year2016-12-31$16,552,379
Value of fidelity bond covering the plan2016-12-31$3,900,000
Total contributions received or receivable from participants2016-12-31$281,262
Assets. Value of loans (other than to participants)2016-12-31$385,114
Expenses. Other expenses not covered elsewhere2016-12-31$0
Other income received2016-12-31$947,676
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$878,624
Net plan assets at end of year (total assets less liabilities)2016-12-31$17,431,003
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$16,552,379
Assets. Value of participant loans2016-12-31$29,394
Assets. Value of assets in partnership/joint-venture interests2016-12-31$3,102,939
Total contributions received or receivable from employer(s)2016-12-31$426,046
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$86,487
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,216,526
Expenses. Total of all expenses incurred2015-12-31$431,571
Benefits paid (including direct rollovers)2015-12-31$383,338
Total plan assets at end of year2015-12-31$16,552,379
Total plan assets at beginning of year2015-12-31$15,767,424
Value of fidelity bond covering the plan2015-12-31$3,900,000
Total contributions received or receivable from participants2015-12-31$287,070
Assets. Value of loans (other than to participants)2015-12-31$450,104
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$465,034
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$784,955
Net plan assets at end of year (total assets less liabilities)2015-12-31$16,552,379
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$15,767,424
Assets. Value of participant loans2015-12-31$50,648
Assets. Value of assets in partnership/joint-venture interests2015-12-31$2,527,108
Total contributions received or receivable from employer(s)2015-12-31$464,422
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$48,233
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,873,573
Expenses. Total of all expenses incurred2014-12-31$1,289,862
Benefits paid (including direct rollovers)2014-12-31$1,229,335
Total plan assets at end of year2014-12-31$15,767,424
Total plan assets at beginning of year2014-12-31$15,183,713
Value of fidelity bond covering the plan2014-12-31$4,500,000
Total contributions received or receivable from participants2014-12-31$296,601
Assets. Value of loans (other than to participants)2014-12-31$591,043
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,215,557
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$583,711
Net plan assets at end of year (total assets less liabilities)2014-12-31$15,767,424
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$15,183,713
Assets. Value of participant loans2014-12-31$63,526
Assets. Value of assets in partnership/joint-venture interests2014-12-31$2,231,093
Total contributions received or receivable from employer(s)2014-12-31$361,415
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$60,527
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$3,379,069
Expenses. Total of all expenses incurred2013-12-31$3,186,301
Benefits paid (including direct rollovers)2013-12-31$3,137,653
Total plan assets at end of year2013-12-31$15,183,713
Total plan assets at beginning of year2013-12-31$14,990,945
Value of fidelity bond covering the plan2013-12-31$4,500,000
Total contributions received or receivable from participants2013-12-31$251,752
Assets. Value of loans (other than to participants)2013-12-31$1,319,943
Expenses. Other expenses not covered elsewhere2013-12-31$407
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$2,811,813
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$192,768
Net plan assets at end of year (total assets less liabilities)2013-12-31$15,183,713
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$14,990,945
Assets. Value of participant loans2013-12-31$96,008
Assets. Value of assets in partnership/joint-venture interests2013-12-31$1,796,583
Total contributions received or receivable from employer(s)2013-12-31$315,504
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$48,241
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,269,795
Expenses. Total of all expenses incurred2012-12-31$324,390
Benefits paid (including direct rollovers)2012-12-31$274,803
Total plan assets at end of year2012-12-31$14,990,945
Total plan assets at beginning of year2012-12-31$13,045,540
Value of fidelity bond covering the plan2012-12-31$4,500,000
Total contributions received or receivable from participants2012-12-31$225,424
Assets. Value of loans (other than to participants)2012-12-31$1,594,288
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$15,852
Other income received2012-12-31$1,665,486
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$1,945,405
Net plan assets at end of year (total assets less liabilities)2012-12-31$14,990,945
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$13,045,540
Assets. Value of participant loans2012-12-31$118,143
Assets. Value of assets in partnership/joint-venture interests2012-12-31$1,563,283
Total contributions received or receivable from employer(s)2012-12-31$363,033
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$49,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$541,891
Expenses. Total of all expenses incurred2011-12-31$780,337
Benefits paid (including direct rollovers)2011-12-31$741,808
Total plan assets at end of year2011-12-31$13,045,540
Total plan assets at beginning of year2011-12-31$13,283,986
Value of fidelity bond covering the plan2011-12-31$4,500,000
Total contributions received or receivable from participants2011-12-31$162,814
Assets. Value of loans (other than to participants)2011-12-31$2,363,837
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$40,497
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-238,446
Net plan assets at end of year (total assets less liabilities)2011-12-31$13,045,540
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$13,283,986
Assets. Value of participant loans2011-12-31$125,347
Assets. Value of assets in partnership/joint-venture interests2011-12-31$1,774,871
Total contributions received or receivable from employer(s)2011-12-31$338,580
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$38,529
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$2,073,903
Expenses. Total of all expenses incurred2010-12-31$1,876,063
Benefits paid (including direct rollovers)2010-12-31$1,840,989
Total plan assets at end of year2010-12-31$13,283,986
Total plan assets at beginning of year2010-12-31$13,086,146
Value of fidelity bond covering the plan2010-12-31$3,500,000
Total contributions received or receivable from participants2010-12-31$192,652
Assets. Value of loans (other than to participants)2010-12-31$2,248,981
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,541,740
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$197,840
Net plan assets at end of year (total assets less liabilities)2010-12-31$13,283,986
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$13,086,146
Assets. Value of participant loans2010-12-31$86,494
Assets. Value of assets in partnership/joint-venture interests2010-12-31$2,055,259
Total contributions received or receivable from employer(s)2010-12-31$339,511
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$35,074
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN

2023: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 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 filingNo
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: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 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: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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
2019: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CALIFORNIA PACIFIC ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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