401k Plan data: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST plan

CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C.

Employer identification number (EIN): 141633562

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Additional information about CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1972-10-03

Company Identification Number: 243541

Legal Registered Office Address: 1367 WASHINGTON AVENUE
SUITE 200
ALBANY
United States of America (USA)
12206

More information about CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-05-01
001 2021-05-01
001 2020-05-01 SETH LARNER 2021-11-29 SETH LARNER 2021-11-29
001 2019-05-01 SETH LARNER 2020-11-29 GEORGE ZANAROS 2020-11-24
001 2018-05-01 JEFFREY JACKSON 2019-11-26 GEORGE ZANAROS 2019-11-21
001 2017-05-01
001 2016-05-01
001 2015-05-01 ROBERT J. HEDDERMAN, M.D.
001 2014-05-01 ROBERT J. HEDDERMAN
001 2013-05-01 ROBERT J. HEDDERMAN
001 2012-05-01 ROBERT HEDDERMAN
001 2011-05-01 ROBERT HEDDERMAN
001 2009-05-01 ROBERT HEDDERMAN ROBERT HEDDERMAN 2011-02-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-05-01
001	2021-05-01
001	2020-05-01	SETH LARNER	2021-11-29	SETH LARNER	2021-11-29
001	2019-05-01	SETH LARNER	2020-11-29	GEORGE ZANAROS	2020-11-24
001	2018-05-01	JEFFREY JACKSON	2019-11-26	GEORGE ZANAROS	2019-11-21
001	2017-05-01
001	2016-05-01
001	2015-05-01	ROBERT J. HEDDERMAN, M.D.
001	2014-05-01	ROBERT J. HEDDERMAN
001	2013-05-01	ROBERT J. HEDDERMAN
001	2012-05-01	ROBERT HEDDERMAN
001	2011-05-01	ROBERT HEDDERMAN
001	2009-05-01	ROBERT HEDDERMAN		ROBERT HEDDERMAN	2011-02-14

Plan Statistics for CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-05-01 500
Total number of active participants reported on line 7a of the Form 5500 2022-05-01 349
Number of retired or separated participants receiving benefits 2022-05-01 0
Number of other retired or separated participants entitled to future benefits 2022-05-01 168
Total of all active and inactive participants 2022-05-01 517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-05-01 0
Total participants 2022-05-01 517
Number of participants with account balances 2022-05-01 517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-05-01 0
2021: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-05-01 419
Total number of active participants reported on line 7a of the Form 5500 2021-05-01 321
Number of retired or separated participants receiving benefits 2021-05-01 0
Number of other retired or separated participants entitled to future benefits 2021-05-01 103
Total of all active and inactive participants 2021-05-01 424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-05-01 0
Total participants 2021-05-01 424
Number of participants with account balances 2021-05-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-05-01 0
2020: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-05-01 381
Total number of active participants reported on line 7a of the Form 5500 2020-05-01 302
Number of retired or separated participants receiving benefits 2020-05-01 0
Number of other retired or separated participants entitled to future benefits 2020-05-01 87
Total of all active and inactive participants 2020-05-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-05-01 0
Total participants 2020-05-01 389
Number of participants with account balances 2020-05-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-05-01 0
2019: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-05-01 346
Total number of active participants reported on line 7a of the Form 5500 2019-05-01 242
Number of other retired or separated participants entitled to future benefits 2019-05-01 134
Total of all active and inactive participants 2019-05-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-05-01 0
Total participants 2019-05-01 376
Number of participants with account balances 2019-05-01 376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-05-01 0
2018: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-05-01 369
Total number of active participants reported on line 7a of the Form 5500 2018-05-01 268
Number of retired or separated participants receiving benefits 2018-05-01 0
Number of other retired or separated participants entitled to future benefits 2018-05-01 78
Total of all active and inactive participants 2018-05-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-05-01 0
Total participants 2018-05-01 346
Number of participants with account balances 2018-05-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-05-01 0
2017: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-05-01 349
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 262
Number of retired or separated participants receiving benefits 2017-05-01 0
Number of other retired or separated participants entitled to future benefits 2017-05-01 92
Total of all active and inactive participants 2017-05-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-01 0
Total participants 2017-05-01 354
Number of participants with account balances 2017-05-01 354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-01 0
2016: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-05-01 334
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 240
Number of retired or separated participants receiving benefits 2016-05-01 0
Number of other retired or separated participants entitled to future benefits 2016-05-01 94
Total of all active and inactive participants 2016-05-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-05-01 0
Total participants 2016-05-01 334
Number of participants with account balances 2016-05-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-05-01 0
2015: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-05-01 375
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 243
Number of retired or separated participants receiving benefits 2015-05-01 0
Number of other retired or separated participants entitled to future benefits 2015-05-01 54
Total of all active and inactive participants 2015-05-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 0
Total participants 2015-05-01 297
Number of participants with account balances 2015-05-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 0
2014: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-05-01 362
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 252
Number of retired or separated participants receiving benefits 2014-05-01 0
Number of other retired or separated participants entitled to future benefits 2014-05-01 117
Total of all active and inactive participants 2014-05-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 0
Total participants 2014-05-01 369
Number of participants with account balances 2014-05-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 0
2013: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-05-01 296
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 262
Number of retired or separated participants receiving benefits 2013-05-01 0
Number of other retired or separated participants entitled to future benefits 2013-05-01 91
Total of all active and inactive participants 2013-05-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-01 0
Total participants 2013-05-01 353
Number of participants with account balances 2013-05-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-01 0
2012: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-05-01 273
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 196
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 87
Total of all active and inactive participants 2012-05-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 0
Total participants 2012-05-01 283
Number of participants with account balances 2012-05-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 0
2011: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-05-01 259
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 207
Number of retired or separated participants receiving benefits 2011-05-01 0
Number of other retired or separated participants entitled to future benefits 2011-05-01 64
Total of all active and inactive participants 2011-05-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 0
Total participants 2011-05-01 271
Number of participants with account balances 2011-05-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 0
2009: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-05-01 270
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 190
Number of retired or separated participants receiving benefits 2009-05-01 0
Number of other retired or separated participants entitled to future benefits 2009-05-01 35
Total of all active and inactive participants 2009-05-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 0
Total participants 2009-05-01 225
Number of participants with account balances 2009-05-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 0

Measure	Date	Value
2022: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-05-01	500
Total number of active participants reported on line 7a of the Form 5500	2022-05-01	349
Number of retired or separated participants receiving benefits	2022-05-01	0
Number of other retired or separated participants entitled to future benefits	2022-05-01	168
Total of all active and inactive participants	2022-05-01	517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-05-01	0
Total participants	2022-05-01	517
Number of participants with account balances	2022-05-01	517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-05-01	0
2021: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-05-01	419
Total number of active participants reported on line 7a of the Form 5500	2021-05-01	321
Number of retired or separated participants receiving benefits	2021-05-01	0
Number of other retired or separated participants entitled to future benefits	2021-05-01	103
Total of all active and inactive participants	2021-05-01	424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-05-01	0
Total participants	2021-05-01	424
Number of participants with account balances	2021-05-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-05-01	0
2020: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-05-01	381
Total number of active participants reported on line 7a of the Form 5500	2020-05-01	302
Number of retired or separated participants receiving benefits	2020-05-01	0
Number of other retired or separated participants entitled to future benefits	2020-05-01	87
Total of all active and inactive participants	2020-05-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-05-01	0
Total participants	2020-05-01	389
Number of participants with account balances	2020-05-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-05-01	0
2019: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-05-01	346
Total number of active participants reported on line 7a of the Form 5500	2019-05-01	242
Number of other retired or separated participants entitled to future benefits	2019-05-01	134
Total of all active and inactive participants	2019-05-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-05-01	0
Total participants	2019-05-01	376
Number of participants with account balances	2019-05-01	376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-05-01	0
2018: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-05-01	369
Total number of active participants reported on line 7a of the Form 5500	2018-05-01	268
Number of retired or separated participants receiving benefits	2018-05-01	0
Number of other retired or separated participants entitled to future benefits	2018-05-01	78
Total of all active and inactive participants	2018-05-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-05-01	0
Total participants	2018-05-01	346
Number of participants with account balances	2018-05-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-05-01	0
2017: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-05-01	349
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	262
Number of retired or separated participants receiving benefits	2017-05-01	0
Number of other retired or separated participants entitled to future benefits	2017-05-01	92
Total of all active and inactive participants	2017-05-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-01	0
Total participants	2017-05-01	354
Number of participants with account balances	2017-05-01	354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-01	0
2016: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-05-01	334
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	240
Number of retired or separated participants receiving benefits	2016-05-01	0
Number of other retired or separated participants entitled to future benefits	2016-05-01	94
Total of all active and inactive participants	2016-05-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-05-01	0
Total participants	2016-05-01	334
Number of participants with account balances	2016-05-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-05-01	0
2015: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-05-01	375
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	243
Number of retired or separated participants receiving benefits	2015-05-01	0
Number of other retired or separated participants entitled to future benefits	2015-05-01	54
Total of all active and inactive participants	2015-05-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	0
Total participants	2015-05-01	297
Number of participants with account balances	2015-05-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	0
2014: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-05-01	362
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	252
Number of retired or separated participants receiving benefits	2014-05-01	0
Number of other retired or separated participants entitled to future benefits	2014-05-01	117
Total of all active and inactive participants	2014-05-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	0
Total participants	2014-05-01	369
Number of participants with account balances	2014-05-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	0
2013: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-05-01	296
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	262
Number of retired or separated participants receiving benefits	2013-05-01	0
Number of other retired or separated participants entitled to future benefits	2013-05-01	91
Total of all active and inactive participants	2013-05-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-01	0
Total participants	2013-05-01	353
Number of participants with account balances	2013-05-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-01	0
2012: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-05-01	273
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	196
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	87
Total of all active and inactive participants	2012-05-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	0
Total participants	2012-05-01	283
Number of participants with account balances	2012-05-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	0
2011: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-05-01	259
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	207
Number of retired or separated participants receiving benefits	2011-05-01	0
Number of other retired or separated participants entitled to future benefits	2011-05-01	64
Total of all active and inactive participants	2011-05-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	0
Total participants	2011-05-01	271
Number of participants with account balances	2011-05-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	0
2009: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-05-01	270
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	190
Number of retired or separated participants receiving benefits	2009-05-01	0
Number of other retired or separated participants entitled to future benefits	2009-05-01	35
Total of all active and inactive participants	2009-05-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	0
Total participants	2009-05-01	225
Number of participants with account balances	2009-05-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	0

Financial Data on CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources (including contributions)	2023-04-30	$5,269,964
Total of all expenses incurred	2023-04-30	$3,258,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-04-30	$3,103,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-04-30	$5,032,667
Value of total assets at end of year	2023-04-30	$51,471,375
Value of total assets at beginning of year	2023-04-30	$49,460,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-04-30	$154,980
Total interest from all sources	2023-04-30	$7,099
Total dividends received (eg from common stock, registered investment company shares)	2023-04-30	$1,332,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-04-30	$1,332,973
Was this plan covered by a fidelity bond	2023-04-30	Yes
Value of fidelity bond cover	2023-04-30	$500,000
If this is an individual account plan, was there a blackout period	2023-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-04-30	No
Contributions received from participants	2023-04-30	$1,700,657
Participant contributions at end of year	2023-04-30	$2,970
Assets. Other investments not covered elsewhere at end of year	2023-04-30	$14,307,761
Assets. Other investments not covered elsewhere at beginning of year	2023-04-30	$14,436,948
Income. Received or receivable in cash from other sources (including rollovers)	2023-04-30	$309,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-04-30	No
Value of net income/loss	2023-04-30	$2,011,156
Value of net assets at end of year (total assets less liabilities)	2023-04-30	$51,471,375
Value of net assets at beginning of year (total assets less liabilities)	2023-04-30	$49,460,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-04-30	No
Were any leases to which the plan was party in default or uncollectible	2023-04-30	No
Investment advisory and management fees	2023-04-30	$154,980
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-04-30	$33,517,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-04-30	$31,951,215
Interest earned on other investments	2023-04-30	$7,099
Value of interest in common/collective trusts at end of year	2023-04-30	$609,869
Value of interest in common/collective trusts at beginning of year	2023-04-30	$387,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-04-30	$11,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-04-30	$7,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-04-30	$7,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-04-30	$-1,102,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-04-30	No
Was there a failure to transmit to the plan any participant contributions	2023-04-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-04-30	No
Contributions received in cash from employer	2023-04-30	$3,022,395
Employer contributions (assets) at end of year	2023-04-30	$3,022,395
Employer contributions (assets) at beginning of year	2023-04-30	$2,676,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-04-30	$3,103,828
Did the plan have assets held for investment	2023-04-30	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	2023-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-04-30	No
Opinion of an independent qualified public accountant for this plan	2023-04-30	Unqualified
Accountancy firm name	2023-04-30	TEAL BECKER CHIARAMENTE CPA'S PC
Accountancy firm EIN	2023-04-30	141624830
2022 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)	2022-04-30	$1,571,224
Total of all expenses incurred	2022-04-30	$4,196,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-04-30	$4,072,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-04-30	$4,521,765
Value of total assets at end of year	2022-04-30	$49,460,219
Value of total assets at beginning of year	2022-04-30	$52,085,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-04-30	$123,977
Total interest from all sources	2022-04-30	$-6,596
Total dividends received (eg from common stock, registered investment company shares)	2022-04-30	$1,736,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-04-30	$1,736,364
Was this plan covered by a fidelity bond	2022-04-30	Yes
Value of fidelity bond cover	2022-04-30	$500,000
If this is an individual account plan, was there a blackout period	2022-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-04-30	No
Contributions received from participants	2022-04-30	$1,438,563
Assets. Other investments not covered elsewhere at end of year	2022-04-30	$14,436,948
Assets. Other investments not covered elsewhere at beginning of year	2022-04-30	$15,013,164
Income. Received or receivable in cash from other sources (including rollovers)	2022-04-30	$404,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-04-30	No
Value of net income/loss	2022-04-30	$-2,625,592
Value of net assets at end of year (total assets less liabilities)	2022-04-30	$49,460,219
Value of net assets at beginning of year (total assets less liabilities)	2022-04-30	$52,085,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-04-30	No
Were any leases to which the plan was party in default or uncollectible	2022-04-30	No
Investment advisory and management fees	2022-04-30	$123,977
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-04-30	$31,951,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-04-30	$34,298,971
Interest earned on other investments	2022-04-30	$-6,596
Value of interest in common/collective trusts at end of year	2022-04-30	$387,843
Value of interest in common/collective trusts at beginning of year	2022-04-30	$388,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-04-30	$7,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-04-30	$14,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-04-30	$14,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-04-30	$-4,680,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-04-30	No
Was there a failure to transmit to the plan any participant contributions	2022-04-30	No
Has the plan failed to provide any benefit when due under the plan	2022-04-30	No
Contributions received in cash from employer	2022-04-30	$2,678,908
Employer contributions (assets) at end of year	2022-04-30	$2,676,655
Employer contributions (assets) at beginning of year	2022-04-30	$2,371,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-04-30	$4,072,839
Did the plan have assets held for investment	2022-04-30	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	2022-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-04-30	No
Opinion of an independent qualified public accountant for this plan	2022-04-30	Unqualified
Accountancy firm name	2022-04-30	TEAL BECKER CHIARAMENTE CPA'S PC
Accountancy firm EIN	2022-04-30	141624830
2021 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-04-30	$15,479,261
Total of all expenses incurred	2021-04-30	$2,504,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-04-30	$2,386,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-04-30	$3,706,715
Value of total assets at end of year	2021-04-30	$52,085,811
Value of total assets at beginning of year	2021-04-30	$39,111,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-04-30	$118,246
Total interest from all sources	2021-04-30	$2,902
Total dividends received (eg from common stock, registered investment company shares)	2021-04-30	$916,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-04-30	$916,790
Was this plan covered by a fidelity bond	2021-04-30	Yes
Value of fidelity bond cover	2021-04-30	$500,000
If this is an individual account plan, was there a blackout period	2021-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-04-30	No
Contributions received from participants	2021-04-30	$1,258,040
Participant contributions at beginning of year	2021-04-30	$0
Assets. Other investments not covered elsewhere at end of year	2021-04-30	$15,013,164
Assets. Other investments not covered elsewhere at beginning of year	2021-04-30	$9,489,489
Income. Received or receivable in cash from other sources (including rollovers)	2021-04-30	$77,162
Other income not declared elsewhere	2021-04-30	$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	2021-04-30	No
Value of net income/loss	2021-04-30	$12,974,587
Value of net assets at end of year (total assets less liabilities)	2021-04-30	$52,085,811
Value of net assets at beginning of year (total assets less liabilities)	2021-04-30	$39,111,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-04-30	No
Were any leases to which the plan was party in default or uncollectible	2021-04-30	No
Investment advisory and management fees	2021-04-30	$118,246
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-04-30	$34,298,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-04-30	$26,768,195
Interest earned on other investments	2021-04-30	$2,902
Value of interest in common/collective trusts at end of year	2021-04-30	$388,012
Value of interest in common/collective trusts at beginning of year	2021-04-30	$495,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-04-30	$14,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-04-30	$11,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-04-30	$11,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-04-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-04-30	$10,852,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-04-30	No
Was there a failure to transmit to the plan any participant contributions	2021-04-30	No
Has the plan failed to provide any benefit when due under the plan	2021-04-30	No
Contributions received in cash from employer	2021-04-30	$2,371,513
Employer contributions (assets) at end of year	2021-04-30	$2,371,513
Employer contributions (assets) at beginning of year	2021-04-30	$2,346,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-04-30	$2,386,428
Did the plan have assets held for investment	2021-04-30	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	2021-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-04-30	No
Opinion of an independent qualified public accountant for this plan	2021-04-30	Disclaimer
Accountancy firm name	2021-04-30	TEAL BECKER CHIARAMENTE CPA'S PC
Accountancy firm EIN	2021-04-30	141624830
2020 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-04-30	$0
Total income from all sources (including contributions)	2020-04-30	$3,845,830
Total of all expenses incurred	2020-04-30	$1,744,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-04-30	$1,637,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-04-30	$4,021,718
Value of total assets at end of year	2020-04-30	$39,111,224
Value of total assets at beginning of year	2020-04-30	$37,009,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-04-30	$106,882
Total interest from all sources	2020-04-30	$2,268
Total dividends received (eg from common stock, registered investment company shares)	2020-04-30	$1,141,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-04-30	$1,141,132
Was this plan covered by a fidelity bond	2020-04-30	Yes
Value of fidelity bond cover	2020-04-30	$500,000
If this is an individual account plan, was there a blackout period	2020-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-04-30	No
Contributions received from participants	2020-04-30	$1,193,405
Participant contributions at end of year	2020-04-30	$0
Participant contributions at beginning of year	2020-04-30	$26,643
Assets. Other investments not covered elsewhere at end of year	2020-04-30	$9,489,489
Assets. Other investments not covered elsewhere at beginning of year	2020-04-30	$9,422,569
Income. Received or receivable in cash from other sources (including rollovers)	2020-04-30	$481,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-04-30	No
Value of net income/loss	2020-04-30	$2,101,664
Value of net assets at end of year (total assets less liabilities)	2020-04-30	$39,111,224
Value of net assets at beginning of year (total assets less liabilities)	2020-04-30	$37,009,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-04-30	No
Were any leases to which the plan was party in default or uncollectible	2020-04-30	No
Investment advisory and management fees	2020-04-30	$106,882
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-04-30	$26,768,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-04-30	$24,747,018
Value of interest in pooled separate accounts at beginning of year	2020-04-30	$0
Interest earned on other investments	2020-04-30	$2,268
Value of interest in common/collective trusts at end of year	2020-04-30	$495,396
Value of interest in common/collective trusts at beginning of year	2020-04-30	$664,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-04-30	$11,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-04-30	$10,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-04-30	$10,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-04-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-04-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-04-30	$-1,319,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-04-30	No
Was there a failure to transmit to the plan any participant contributions	2020-04-30	No
Has the plan failed to provide any benefit when due under the plan	2020-04-30	No
Contributions received in cash from employer	2020-04-30	$2,346,801
Employer contributions (assets) at end of year	2020-04-30	$2,346,801
Employer contributions (assets) at beginning of year	2020-04-30	$2,139,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-04-30	$1,637,284
Did the plan have assets held for investment	2020-04-30	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	2020-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-04-30	Disclaimer
Accountancy firm name	2020-04-30	TEAL BECKER CHIARAMENTE CPA'S PC
Accountancy firm EIN	2020-04-30	141624830
2019 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-30	$0
Total income from all sources (including contributions)	2019-04-30	$6,201,151
Total loss/gain on sale of assets	2019-04-30	$0
Total of all expenses incurred	2019-04-30	$1,603,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-04-30	$1,517,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-04-30	$3,752,271
Value of total assets at end of year	2019-04-30	$37,009,560
Value of total assets at beginning of year	2019-04-30	$32,411,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-04-30	$86,283
Total interest from all sources	2019-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-04-30	No
Was this plan covered by a fidelity bond	2019-04-30	Yes
Value of fidelity bond cover	2019-04-30	$500,000
If this is an individual account plan, was there a blackout period	2019-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-04-30	No
Contributions received from participants	2019-04-30	$1,069,524
Participant contributions at end of year	2019-04-30	$26,643
Participant contributions at beginning of year	2019-04-30	$24,656
Assets. Other investments not covered elsewhere at end of year	2019-04-30	$9,422,569
Assets. Other investments not covered elsewhere at beginning of year	2019-04-30	$8,378,932
Income. Received or receivable in cash from other sources (including rollovers)	2019-04-30	$543,706
Administrative expenses (other) incurred	2019-04-30	$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	2019-04-30	No
Value of net income/loss	2019-04-30	$4,597,841
Value of net assets at end of year (total assets less liabilities)	2019-04-30	$37,009,560
Value of net assets at beginning of year (total assets less liabilities)	2019-04-30	$32,411,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-04-30	No
Were any leases to which the plan was party in default or uncollectible	2019-04-30	No
Investment advisory and management fees	2019-04-30	$86,283
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-04-30	$24,747,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-04-30	$20,314,814
Value of interest in pooled separate accounts at end of year	2019-04-30	$0
Value of interest in common/collective trusts at end of year	2019-04-30	$664,077
Value of interest in common/collective trusts at beginning of year	2019-04-30	$1,683,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-04-30	$10,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-04-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-04-30	$2,448,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-04-30	No
Was there a failure to transmit to the plan any participant contributions	2019-04-30	No
Has the plan failed to provide any benefit when due under the plan	2019-04-30	No
Contributions received in cash from employer	2019-04-30	$2,139,041
Employer contributions (assets) at end of year	2019-04-30	$2,139,041
Employer contributions (assets) at beginning of year	2019-04-30	$2,009,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-04-30	$1,517,027
Did the plan have assets held for investment	2019-04-30	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	2019-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-04-30	Disclaimer
Accountancy firm name	2019-04-30	TEAL BECKER CHIARAMENTE CPA'S PC
Accountancy firm EIN	2019-04-30	141624830
2018 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-04-30	$0
Total unrealized appreciation/depreciation of assets	2018-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-04-30	$0
Total income from all sources (including contributions)	2018-04-30	$6,025,700
Total loss/gain on sale of assets	2018-04-30	$0
Total of all expenses incurred	2018-04-30	$15,039,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-04-30	$14,966,784
Value of total corrective distributions	2018-04-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-04-30	$3,027,770
Value of total assets at end of year	2018-04-30	$32,411,719
Value of total assets at beginning of year	2018-04-30	$41,425,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-04-30	$72,856
Total interest from all sources	2018-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-04-30	$1,069,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-04-30	$1,069,925
Was this plan covered by a fidelity bond	2018-04-30	Yes
Value of fidelity bond cover	2018-04-30	$500,000
If this is an individual account plan, was there a blackout period	2018-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-04-30	No
Contributions received from participants	2018-04-30	$989,704
Participant contributions at end of year	2018-04-30	$24,656
Participant contributions at beginning of year	2018-04-30	$20,365
Assets. Other investments not covered elsewhere at end of year	2018-04-30	$8,378,932
Assets. Other investments not covered elsewhere at beginning of year	2018-04-30	$18,311,740
Income. Received or receivable in cash from other sources (including rollovers)	2018-04-30	$28,653
Other income not declared elsewhere	2018-04-30	$37,750
Administrative expenses (other) incurred	2018-04-30	$0
Total non interest bearing cash at beginning of year	2018-04-30	$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	2018-04-30	No
Income. Non cash contributions	2018-04-30	$0
Value of net income/loss	2018-04-30	$-9,013,940
Value of net assets at end of year (total assets less liabilities)	2018-04-30	$32,411,719
Value of net assets at beginning of year (total assets less liabilities)	2018-04-30	$41,425,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-04-30	No
Were any leases to which the plan was party in default or uncollectible	2018-04-30	No
Investment advisory and management fees	2018-04-30	$72,428
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-04-30	$20,314,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-04-30	$19,604,650
Interest earned on other investments	2018-04-30	$0
Income. Interest from corporate debt instruments	2018-04-30	$0
Value of interest in common/collective trusts at end of year	2018-04-30	$1,683,904
Value of interest in common/collective trusts at beginning of year	2018-04-30	$1,638,389
Expenses. Payments to insurance carriers foe the provision of benefits	2018-04-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-04-30	$1,890,255
Net investment gain or loss from common/collective trusts	2018-04-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-04-30	No
Was there a failure to transmit to the plan any participant contributions	2018-04-30	No
Has the plan failed to provide any benefit when due under the plan	2018-04-30	No
Assets. Invements in employer securities at beginning of year	2018-04-30	$0
Contributions received in cash from employer	2018-04-30	$2,009,413
Employer contributions (assets) at end of year	2018-04-30	$2,009,413
Employer contributions (assets) at beginning of year	2018-04-30	$1,850,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-04-30	$14,966,784
Contract administrator fees	2018-04-30	$428
Did the plan have assets held for investment	2018-04-30	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	2018-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-04-30	Disclaimer
Accountancy firm name	2018-04-30	TEAL BECKER CHIARAMENTE CPA'S PC
Accountancy firm EIN	2018-04-30	141624830
2017 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-04-30	$0
Total income from all sources (including contributions)	2017-04-30	$7,436,116
Total loss/gain on sale of assets	2017-04-30	$0
Total of all expenses incurred	2017-04-30	$1,471,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-04-30	$1,343,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-04-30	$2,849,990
Value of total assets at end of year	2017-04-30	$41,425,659
Value of total assets at beginning of year	2017-04-30	$35,461,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-04-30	$127,944
Total interest from all sources	2017-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-04-30	$561,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-04-30	$561,773
Was this plan covered by a fidelity bond	2017-04-30	Yes
Value of fidelity bond cover	2017-04-30	$500,000
If this is an individual account plan, was there a blackout period	2017-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-04-30	No
Contributions received from participants	2017-04-30	$899,487
Participant contributions at end of year	2017-04-30	$20,365
Participant contributions at beginning of year	2017-04-30	$17,099
Assets. Other investments not covered elsewhere at end of year	2017-04-30	$18,311,740
Assets. Other investments not covered elsewhere at beginning of year	2017-04-30	$16,049,229
Income. Received or receivable in cash from other sources (including rollovers)	2017-04-30	$99,988
Other income not declared elsewhere	2017-04-30	$0
Administrative expenses (other) incurred	2017-04-30	$0
Total non interest bearing cash at end of year	2017-04-30	$0
Total non interest bearing cash at beginning of year	2017-04-30	$4,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-04-30	No
Income. Non cash contributions	2017-04-30	$0
Value of net income/loss	2017-04-30	$5,964,468
Value of net assets at end of year (total assets less liabilities)	2017-04-30	$41,425,659
Value of net assets at beginning of year (total assets less liabilities)	2017-04-30	$35,461,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-04-30	No
Were any leases to which the plan was party in default or uncollectible	2017-04-30	No
Investment advisory and management fees	2017-04-30	$127,726
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-04-30	$19,604,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-04-30	$15,987,687
Value of interest in common/collective trusts at end of year	2017-04-30	$1,638,389
Value of interest in common/collective trusts at beginning of year	2017-04-30	$1,636,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-04-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-04-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-04-30	$4,024,353
Net investment gain or loss from common/collective trusts	2017-04-30	$0
Net gain/loss from 103.12 investment entities	2017-04-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-04-30	No
Was there a failure to transmit to the plan any participant contributions	2017-04-30	No
Has the plan failed to provide any benefit when due under the plan	2017-04-30	No
Contributions received in cash from employer	2017-04-30	$1,850,515
Employer contributions (assets) at end of year	2017-04-30	$1,850,515
Employer contributions (assets) at beginning of year	2017-04-30	$1,765,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-04-30	$1,343,704
Contract administrator fees	2017-04-30	$218
Did the plan have assets held for investment	2017-04-30	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	2017-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-04-30	Disclaimer
Accountancy firm name	2017-04-30	TEAL BECKER CHIARAMENTE CPA'S PC
Accountancy firm EIN	2017-04-30	141624830
2016 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-30	$0
Total income from all sources (including contributions)	2016-04-30	$1,816,956
Total loss/gain on sale of assets	2016-04-30	$0
Total of all expenses incurred	2016-04-30	$2,040,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-04-30	$1,981,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-04-30	$2,703,259
Value of total assets at end of year	2016-04-30	$35,461,191
Value of total assets at beginning of year	2016-04-30	$35,685,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-04-30	$59,664
Total interest from all sources	2016-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-04-30	$767,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-04-30	$767,700
Was this plan covered by a fidelity bond	2016-04-30	Yes
Value of fidelity bond cover	2016-04-30	$500,000
If this is an individual account plan, was there a blackout period	2016-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-04-30	No
Contributions received from participants	2016-04-30	$880,859
Participant contributions at end of year	2016-04-30	$17,099
Assets. Other investments not covered elsewhere at end of year	2016-04-30	$16,049,229
Assets. Other investments not covered elsewhere at beginning of year	2016-04-30	$15,910,578
Income. Received or receivable in cash from other sources (including rollovers)	2016-04-30	$56,383
Other income not declared elsewhere	2016-04-30	$-621,295
Total non interest bearing cash at end of year	2016-04-30	$4,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-04-30	No
Value of net income/loss	2016-04-30	$-223,840
Value of net assets at end of year (total assets less liabilities)	2016-04-30	$35,461,191
Value of net assets at beginning of year (total assets less liabilities)	2016-04-30	$35,685,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-04-30	No
Were any leases to which the plan was party in default or uncollectible	2016-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-04-30	$15,987,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-04-30	$16,524,172
Value of interest in common/collective trusts at end of year	2016-04-30	$1,636,838
Value of interest in common/collective trusts at beginning of year	2016-04-30	$1,562,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-04-30	$-1,053,442
Net investment gain or loss from common/collective trusts	2016-04-30	$20,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-04-30	No
Was there a failure to transmit to the plan any participant contributions	2016-04-30	No
Has the plan failed to provide any benefit when due under the plan	2016-04-30	No
Contributions received in cash from employer	2016-04-30	$1,766,017
Employer contributions (assets) at end of year	2016-04-30	$1,765,969
Employer contributions (assets) at beginning of year	2016-04-30	$1,688,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-04-30	$1,981,132
Contract administrator fees	2016-04-30	$59,664
Did the plan have assets held for investment	2016-04-30	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	2016-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-04-30	Disclaimer
Accountancy firm name	2016-04-30	TEAL, BECKER & CHIARAMONTE CPA'S PC
Accountancy firm EIN	2016-04-30	141624830
2015 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$0
Total income from all sources (including contributions)	2015-04-30	$4,870,272
Total loss/gain on sale of assets	2015-04-30	$0
Total of all expenses incurred	2015-04-30	$478,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-04-30	$427,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-04-30	$2,620,264
Value of total assets at end of year	2015-04-30	$35,685,031
Value of total assets at beginning of year	2015-04-30	$31,293,481
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-04-30	$51,509
Total interest from all sources	2015-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-04-30	$826,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-04-30	$826,831
Administrative expenses professional fees incurred	2015-04-30	$49,906
Was this plan covered by a fidelity bond	2015-04-30	Yes
Value of fidelity bond cover	2015-04-30	$500,000
If this is an individual account plan, was there a blackout period	2015-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-04-30	No
Contributions received from participants	2015-04-30	$812,702
Assets. Other investments not covered elsewhere at end of year	2015-04-30	$15,910,578
Assets. Other investments not covered elsewhere at beginning of year	2015-04-30	$13,991,753
Income. Received or receivable in cash from other sources (including rollovers)	2015-04-30	$119,456
Other income not declared elsewhere	2015-04-30	$911,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-04-30	No
Value of net income/loss	2015-04-30	$4,391,550
Value of net assets at end of year (total assets less liabilities)	2015-04-30	$35,685,031
Value of net assets at beginning of year (total assets less liabilities)	2015-04-30	$31,293,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-04-30	No
Were any leases to which the plan was party in default or uncollectible	2015-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-04-30	$16,524,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-04-30	$14,594,021
Value of interest in common/collective trusts at end of year	2015-04-30	$1,562,175
Value of interest in common/collective trusts at beginning of year	2015-04-30	$1,136,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-04-30	$495,811
Net investment gain or loss from common/collective trusts	2015-04-30	$15,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-04-30	No
Was there a failure to transmit to the plan any participant contributions	2015-04-30	No
Has the plan failed to provide any benefit when due under the plan	2015-04-30	No
Contributions received in cash from employer	2015-04-30	$1,688,106
Employer contributions (assets) at end of year	2015-04-30	$1,688,106
Employer contributions (assets) at beginning of year	2015-04-30	$1,571,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-04-30	$427,213
Contract administrator fees	2015-04-30	$1,603
Did the plan have assets held for investment	2015-04-30	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	2015-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-04-30	Disclaimer
Accountancy firm name	2015-04-30	TEAL, BECKER & CHIARAMONTE CPA'S PC
Accountancy firm EIN	2015-04-30	141624830
2014 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$0
Total income from all sources (including contributions)	2014-04-30	$5,722,747
Total loss/gain on sale of assets	2014-04-30	$0
Total of all expenses incurred	2014-04-30	$497,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-04-30	$429,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-04-30	$2,393,437
Value of total assets at end of year	2014-04-30	$31,293,481
Value of total assets at beginning of year	2014-04-30	$26,068,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-04-30	$67,892
Total interest from all sources	2014-04-30	$665,048
Total dividends received (eg from common stock, registered investment company shares)	2014-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-04-30	No
Administrative expenses professional fees incurred	2014-04-30	$67,892
Was this plan covered by a fidelity bond	2014-04-30	Yes
Value of fidelity bond cover	2014-04-30	$500,000
If this is an individual account plan, was there a blackout period	2014-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-04-30	No
Contributions received from participants	2014-04-30	$782,156
Assets. Other investments not covered elsewhere at end of year	2014-04-30	$13,991,753
Assets. Other investments not covered elsewhere at beginning of year	2014-04-30	$11,811,558
Income. Received or receivable in cash from other sources (including rollovers)	2014-04-30	$40,276
Other income not declared elsewhere	2014-04-30	$1,391,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-04-30	No
Value of net income/loss	2014-04-30	$5,224,878
Value of net assets at end of year (total assets less liabilities)	2014-04-30	$31,293,481
Value of net assets at beginning of year (total assets less liabilities)	2014-04-30	$26,068,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-04-30	No
Were any leases to which the plan was party in default or uncollectible	2014-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-04-30	$14,594,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-04-30	$11,901,914
Interest earned on other investments	2014-04-30	$665,048
Value of interest in common/collective trusts at end of year	2014-04-30	$1,136,702
Value of interest in common/collective trusts at beginning of year	2014-04-30	$932,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-04-30	$1,249,839
Net investment gain or loss from common/collective trusts	2014-04-30	$23,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-04-30	No
Was there a failure to transmit to the plan any participant contributions	2014-04-30	No
Has the plan failed to provide any benefit when due under the plan	2014-04-30	No
Contributions received in cash from employer	2014-04-30	$1,571,005
Employer contributions (assets) at end of year	2014-04-30	$1,571,005
Employer contributions (assets) at beginning of year	2014-04-30	$1,422,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-04-30	$429,977
Did the plan have assets held for investment	2014-04-30	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	2014-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-04-30	Disclaimer
Accountancy firm name	2014-04-30	TEAL, BECKER & CHIARAMONTE CPA'S PC
Accountancy firm EIN	2014-04-30	141624830
2013 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$0
Total income from all sources (including contributions)	2013-04-30	$4,865,748
Total loss/gain on sale of assets	2013-04-30	$0
Total of all expenses incurred	2013-04-30	$556,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-04-30	$542,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-04-30	$2,385,032
Value of total assets at end of year	2013-04-30	$26,068,603
Value of total assets at beginning of year	2013-04-30	$21,759,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-04-30	$14,000
Total interest from all sources	2013-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-04-30	$388,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-04-30	$388,237
Administrative expenses professional fees incurred	2013-04-30	$14,000
Was this plan covered by a fidelity bond	2013-04-30	Yes
Value of fidelity bond cover	2013-04-30	$500,000
If this is an individual account plan, was there a blackout period	2013-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-04-30	No
Contributions received from participants	2013-04-30	$796,958
Assets. Other investments not covered elsewhere at end of year	2013-04-30	$11,811,558
Assets. Other investments not covered elsewhere at beginning of year	2013-04-30	$9,729,390
Income. Received or receivable in cash from other sources (including rollovers)	2013-04-30	$165,779
Other income not declared elsewhere	2013-04-30	$867,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-04-30	No
Value of net income/loss	2013-04-30	$4,308,759
Value of net assets at end of year (total assets less liabilities)	2013-04-30	$26,068,603
Value of net assets at beginning of year (total assets less liabilities)	2013-04-30	$21,759,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-04-30	No
Were any leases to which the plan was party in default or uncollectible	2013-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-04-30	$11,901,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-04-30	$9,733,258
Value of interest in common/collective trusts at end of year	2013-04-30	$932,836
Value of interest in common/collective trusts at beginning of year	2013-04-30	$896,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-04-30	$1,215,300
Net investment gain or loss from common/collective trusts	2013-04-30	$9,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-04-30	No
Was there a failure to transmit to the plan any participant contributions	2013-04-30	No
Has the plan failed to provide any benefit when due under the plan	2013-04-30	No
Contributions received in cash from employer	2013-04-30	$1,422,295
Employer contributions (assets) at end of year	2013-04-30	$1,422,295
Employer contributions (assets) at beginning of year	2013-04-30	$1,400,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-04-30	$542,989
Did the plan have assets held for investment	2013-04-30	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	2013-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-04-30	Disclaimer
Accountancy firm name	2013-04-30	TEAL, BECKER & CHIARAMONTE CPA'S PC
Accountancy firm EIN	2013-04-30	141624830
2012 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$654
Total income from all sources (including contributions)	2012-04-30	$1,987,991
Total loss/gain on sale of assets	2012-04-30	$0
Total of all expenses incurred	2012-04-30	$1,120,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-04-30	$1,120,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-04-30	$2,162,103
Value of total assets at end of year	2012-04-30	$21,759,844
Value of total assets at beginning of year	2012-04-30	$20,893,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-04-30	$420
Total interest from all sources	2012-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-04-30	$198,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-04-30	$198,372
Administrative expenses professional fees incurred	2012-04-30	$420
Was this plan covered by a fidelity bond	2012-04-30	Yes
Value of fidelity bond cover	2012-04-30	$500,000
If this is an individual account plan, was there a blackout period	2012-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-04-30	No
Contributions received from participants	2012-04-30	$724,056
Assets. Other investments not covered elsewhere at end of year	2012-04-30	$9,729,390
Assets. Other investments not covered elsewhere at beginning of year	2012-04-30	$9,361,308
Income. Received or receivable in cash from other sources (including rollovers)	2012-04-30	$36,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-04-30	$654
Other income not declared elsewhere	2012-04-30	$-129,085
Total non interest bearing cash at beginning of year	2012-04-30	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-04-30	No
Value of net income/loss	2012-04-30	$867,296
Value of net assets at end of year (total assets less liabilities)	2012-04-30	$21,759,844
Value of net assets at beginning of year (total assets less liabilities)	2012-04-30	$20,892,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-04-30	No
Were any leases to which the plan was party in default or uncollectible	2012-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-04-30	$9,733,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-04-30	$9,425,459
Value of interest in common/collective trusts at end of year	2012-04-30	$896,252
Value of interest in common/collective trusts at beginning of year	2012-04-30	$843,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-04-30	$-255,516
Net investment gain or loss from common/collective trusts	2012-04-30	$12,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-04-30	No
Was there a failure to transmit to the plan any participant contributions	2012-04-30	No
Has the plan failed to provide any benefit when due under the plan	2012-04-30	No
Contributions received in cash from employer	2012-04-30	$1,401,526
Employer contributions (assets) at end of year	2012-04-30	$1,400,944
Employer contributions (assets) at beginning of year	2012-04-30	$1,262,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-04-30	$1,120,275
Did the plan have assets held for investment	2012-04-30	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	2012-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-04-30	Disclaimer
Accountancy firm name	2012-04-30	TEAL, BECKER & CHIARAMONTE CPA'S PC
Accountancy firm EIN	2012-04-30	141624830
2011 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$3,398
Total income from all sources (including contributions)	2011-04-30	$4,492,155
Total loss/gain on sale of assets	2011-04-30	$0
Total of all expenses incurred	2011-04-30	$749,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-04-30	$749,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-04-30	$1,950,620
Value of total assets at end of year	2011-04-30	$20,893,202
Value of total assets at beginning of year	2011-04-30	$17,153,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-04-30	$210
Total interest from all sources	2011-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-04-30	$158,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-04-30	$158,700
Administrative expenses professional fees incurred	2011-04-30	$210
Was this plan covered by a fidelity bond	2011-04-30	Yes
Value of fidelity bond cover	2011-04-30	$500,000
If this is an individual account plan, was there a blackout period	2011-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-04-30	No
Contributions received from participants	2011-04-30	$679,475
Assets. Other investments not covered elsewhere at end of year	2011-04-30	$9,361,308
Assets. Other investments not covered elsewhere at beginning of year	2011-04-30	$7,822,875
Income. Received or receivable in cash from other sources (including rollovers)	2011-04-30	$11,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-04-30	$654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-04-30	$3,398
Other income not declared elsewhere	2011-04-30	$1,034,994
Total non interest bearing cash at end of year	2011-04-30	$1
Total non interest bearing cash at beginning of year	2011-04-30	$2,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-04-30	No
Value of net income/loss	2011-04-30	$3,742,720
Value of net assets at end of year (total assets less liabilities)	2011-04-30	$20,892,548
Value of net assets at beginning of year (total assets less liabilities)	2011-04-30	$17,149,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-04-30	No
Were any leases to which the plan was party in default or uncollectible	2011-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-04-30	$9,425,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-04-30	$7,356,784
Value of interest in common/collective trusts at end of year	2011-04-30	$843,994
Value of interest in common/collective trusts at beginning of year	2011-04-30	$783,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-04-30	$1,331,892
Net investment gain or loss from common/collective trusts	2011-04-30	$15,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-04-30	No
Was there a failure to transmit to the plan any participant contributions	2011-04-30	No
Has the plan failed to provide any benefit when due under the plan	2011-04-30	No
Contributions received in cash from employer	2011-04-30	$1,259,357
Employer contributions (assets) at end of year	2011-04-30	$1,262,440
Employer contributions (assets) at beginning of year	2011-04-30	$1,186,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-04-30	$749,225
Did the plan have assets held for investment	2011-04-30	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	2011-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-04-30	Disclaimer
Accountancy firm name	2011-04-30	TEAL, BECKER & CHIARAMONTE CPA'S PC
Accountancy firm EIN	2011-04-30	141624830
2010 : CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-04-30	$0

Form 5500 Responses for CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST

2022: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-05-01	Type of plan entity	Single employer plan
2022-05-01	Submission has been amended	No
2022-05-01	This submission is the final filing	No
2022-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-05-01	Plan is a collectively bargained plan	No
2022-05-01	Plan funding arrangement – Trust	Yes
2022-05-01	Plan benefit arrangement - Trust	Yes
2021: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-05-01	Type of plan entity	Single employer plan
2021-05-01	Submission has been amended	No
2021-05-01	This submission is the final filing	No
2021-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-05-01	Plan is a collectively bargained plan	No
2021-05-01	Plan funding arrangement – Trust	Yes
2021-05-01	Plan benefit arrangement - Trust	Yes
2020: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-05-01	Type of plan entity	Single employer plan
2020-05-01	Submission has been amended	No
2020-05-01	This submission is the final filing	No
2020-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-05-01	Plan is a collectively bargained plan	No
2020-05-01	Plan funding arrangement – Trust	Yes
2020-05-01	Plan benefit arrangement - Trust	Yes
2019: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-05-01	Type of plan entity	Single employer plan
2019-05-01	Submission has been amended	No
2019-05-01	This submission is the final filing	No
2019-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-05-01	Plan is a collectively bargained plan	No
2019-05-01	Plan funding arrangement – Trust	Yes
2019-05-01	Plan benefit arrangement - Trust	Yes
2018: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-05-01	Type of plan entity	Single employer plan
2018-05-01	Submission has been amended	No
2018-05-01	This submission is the final filing	No
2018-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-05-01	Plan is a collectively bargained plan	No
2018-05-01	Plan funding arrangement – Trust	Yes
2018-05-01	Plan benefit arrangement - Trust	Yes
2017: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	Submission has been amended	No
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-05-01	Plan is a collectively bargained plan	No
2017-05-01	Plan funding arrangement – Trust	Yes
2017-05-01	Plan benefit arrangement - Trust	Yes
2016: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	Submission has been amended	No
2016-05-01	This submission is the final filing	No
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-05-01	Plan is a collectively bargained plan	No
2016-05-01	Plan funding arrangement – Trust	Yes
2016-05-01	Plan benefit arrangement - Trust	Yes
2015: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-05-01	Plan is a collectively bargained plan	No
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2009: CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	No
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C.
Employer identification number (EIN):	141633562
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1972-10-03
Company Identification Number:	243541
Legal Registered Office Address:	1367 WASHINGTON AVENUE SUITE 200 ALBANY United States of America (USA) 12206