401k Plan data: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN plan

ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 401k Plan overview

Plan Name	ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN
Plan identification number	001

ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHOPAEDIC SPECIALTY GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC SPECIALTY GROUP, P.C.

Employer identification number (EIN): 061455612

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01

Plan Statistics for ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN

401k plan membership statisitcs for ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN

Measure Date Value
2023: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 156
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 168
Total of all active and inactive participants 2023-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 327
Number of participants with account balances 2023-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 176
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 109
Total of all active and inactive participants 2022-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 288
Number of participants with account balances 2022-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 174
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 92
Total of all active and inactive participants 2021-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 268
Number of participants with account balances 2021-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 194
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 83
Total of all active and inactive participants 2020-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 279
Number of participants with account balances 2020-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 204
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 254
Number of participants with account balances 2019-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1

Measure	Date	Value
2023: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	156
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	168
Total of all active and inactive participants	2023-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	327
Number of participants with account balances	2023-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	176
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	109
Total of all active and inactive participants	2022-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	288
Number of participants with account balances	2022-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	174
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	92
Total of all active and inactive participants	2021-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	268
Number of participants with account balances	2021-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	194
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	83
Total of all active and inactive participants	2020-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	279
Number of participants with account balances	2020-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	204
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	254
Number of participants with account balances	2019-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1

Financial Data on ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN

Measure	Date	Value
2023 : ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$6,504,008
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$5,410,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$5,312,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,293,631
Value of total assets at end of year	2023-12-31	$32,125,289
Value of total assets at beginning of year	2023-12-31	$31,031,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$98,379
Total interest from all sources	2023-12-31	$5,986
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$902,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$902,337
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,156,896
Participant contributions at end of year	2023-12-31	$74,159
Participant contributions at beginning of year	2023-12-31	$118,336
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$180,332
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$177,720
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$136,735
Other income not declared elsewhere	2023-12-31	$7,812
Administrative expenses (other) incurred	2023-12-31	$98,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,093,301
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$32,125,289
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$31,031,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$31,870,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$29,631,259
Interest on participant loans	2023-12-31	$5,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,294,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$1,104,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$5,312,328
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	TEPLITZKY & CO, P.C.
Accountancy firm EIN	2023-12-31	060962357
2022 : ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,037,415
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$565,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$462,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,129,631
Value of total assets at end of year	2022-12-31	$31,031,988
Value of total assets at beginning of year	2022-12-31	$35,634,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$102,968
Total interest from all sources	2022-12-31	$5,162
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,012,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,012,457
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$941,687
Participant contributions at end of year	2022-12-31	$118,336
Participant contributions at beginning of year	2022-12-31	$97,640
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$177,720
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$178,517
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$83,254
Administrative expenses (other) incurred	2022-12-31	$102,968
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,602,992
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,031,988
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$35,634,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$29,631,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$34,399,953
Interest on participant loans	2022-12-31	$5,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,184,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,104,690
Employer contributions (assets) at end of year	2022-12-31	$1,104,673
Employer contributions (assets) at beginning of year	2022-12-31	$958,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$462,609
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TEPLITZKY & CO, P.C.
Accountancy firm EIN	2022-12-31	060962357
2021 : ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$384
Total unrealized appreciation/depreciation of assets	2021-12-31	$384
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$13,005
Total income from all sources (including contributions)	2021-12-31	$6,013,418
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,129,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,059,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,840,587
Value of total assets at end of year	2021-12-31	$35,634,980
Value of total assets at beginning of year	2021-12-31	$34,763,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$69,618
Total interest from all sources	2021-12-31	$11,070
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$868,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$868,581
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$828,654
Participant contributions at end of year	2021-12-31	$97,640
Participant contributions at beginning of year	2021-12-31	$166,171
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$178,517
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$168,684
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$53,063
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$716
Other income not declared elsewhere	2021-12-31	$12,960
Administrative expenses (other) incurred	2021-12-31	$69,618
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$13,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$884,399
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$35,634,980
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$34,750,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$34,399,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$33,516,021
Interest on participant loans	2021-12-31	$11,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,279,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$958,870
Employer contributions (assets) at end of year	2021-12-31	$958,870
Employer contributions (assets) at beginning of year	2021-12-31	$912,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,058,685
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TEPLITZKY & CO, P.C.
Accountancy firm EIN	2021-12-31	060962357
2020 : ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$13,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$8,100
Total income from all sources (including contributions)	2020-12-31	$6,182,072
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,924,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,835,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,804,398
Value of total assets at end of year	2020-12-31	$34,763,586
Value of total assets at beginning of year	2020-12-31	$30,500,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$88,483
Total interest from all sources	2020-12-31	$6,006
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$678,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$678,292
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$885,686
Participant contributions at end of year	2020-12-31	$166,171
Participant contributions at beginning of year	2020-12-31	$183,426
Participant contributions at beginning of year	2020-12-31	$28,673
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$168,684
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$162,129
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$6,002
Other income not declared elsewhere	2020-12-31	$6,575
Administrative expenses (other) incurred	2020-12-31	$88,483
Liabilities. Value of operating payables at end of year	2020-12-31	$13,005
Liabilities. Value of operating payables at beginning of year	2020-12-31	$8,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,258,055
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$34,750,581
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$30,492,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$33,516,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$28,648,351
Interest on participant loans	2020-12-31	$6,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$578,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$578,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,686,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$912,710
Employer contributions (assets) at end of year	2020-12-31	$912,710
Employer contributions (assets) at beginning of year	2020-12-31	$899,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,835,534
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	TEPLITZKY & CO, P.C.
Accountancy firm EIN	2020-12-31	060962357
2019 : ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,098,138
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$919,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$849,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,879,578
Value of total assets at end of year	2019-12-31	$30,500,626
Value of total assets at beginning of year	2019-12-31	$24,313,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$70,464
Total interest from all sources	2019-12-31	$10,316
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$699,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$699,975
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$792,897
Participant contributions at end of year	2019-12-31	$183,426
Participant contributions at beginning of year	2019-12-31	$172,684
Participant contributions at end of year	2019-12-31	$28,673
Participant contributions at beginning of year	2019-12-31	$73,518
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$162,129
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$165,148
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$187,229
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$16,289,896
Other income not declared elsewhere	2019-12-31	$-5,993
Administrative expenses (other) incurred	2019-12-31	$70,464
Liabilities. Value of operating payables at end of year	2019-12-31	$8,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,178,546
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$30,492,526
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,313,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$28,648,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,545,746
Interest on participant loans	2019-12-31	$10,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$578,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$247,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$247,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,514,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$899,452
Employer contributions (assets) at end of year	2019-12-31	$899,452
Employer contributions (assets) at beginning of year	2019-12-31	$819,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$849,101
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TEPLITZKY & CO, P.C.
Accountancy firm EIN	2019-12-31	060962357

Form 5500 Responses for ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN

2023: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHOPAEDIC SPECIALTY GROUP, P.C.
Employer identification number (EIN):	061455612
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)