BONE & JOINT SPECIALIST, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BONE & JOINT SPECIALIST 401K PLAN
Measure | Date | Value |
---|
2016: BONE & JOINT SPECIALIST 401K PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BONE & JOINT SPECIALIST 401K PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BONE & JOINT SPECIALIST 401K PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 11 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BONE & JOINT SPECIALIST 401K PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BONE & JOINT SPECIALIST 401K PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BONE & JOINT SPECIALIST 401K PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 12 |
Number of participants with account balances | 2011-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BONE & JOINT SPECIALIST 401K PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 13 |
Number of participants with account balances | 2010-01-01 | 11 |
Measure | Date | Value |
---|
2016 : BONE & JOINT SPECIALIST 401K PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $3,531 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,174,714 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,174,714 |
Total plan assets at end of year | 2016-12-31 | $0 |
Total plan assets at beginning of year | 2016-12-31 | $1,171,183 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Other income received | 2016-12-31 | $3,531 |
Net income (gross income less expenses) | 2016-12-31 | $-1,171,183 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,171,183 |
2015 : BONE & JOINT SPECIALIST 401K PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $-27,646 |
Expenses. Total of all expenses incurred | 2015-12-31 | $306,771 |
Benefits paid (including direct rollovers) | 2015-12-31 | $306,771 |
Total plan assets at end of year | 2015-12-31 | $1,171,183 |
Total plan assets at beginning of year | 2015-12-31 | $1,505,600 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Other income received | 2015-12-31 | $-27,646 |
Net income (gross income less expenses) | 2015-12-31 | $-334,417 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,171,183 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,505,600 |
2014 : BONE & JOINT SPECIALIST 401K PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $171,064 |
Expenses. Total of all expenses incurred | 2014-12-31 | $96,094 |
Benefits paid (including direct rollovers) | 2014-12-31 | $96,094 |
Total plan assets at end of year | 2014-12-31 | $1,505,600 |
Total plan assets at beginning of year | 2014-12-31 | $1,430,630 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $47,791 |
Other income received | 2014-12-31 | $57,253 |
Net income (gross income less expenses) | 2014-12-31 | $74,970 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,505,600 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,430,630 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $66,020 |
2013 : BONE & JOINT SPECIALIST 401K PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $317,944 |
Expenses. Total of all expenses incurred | 2013-12-31 | $38,355 |
Benefits paid (including direct rollovers) | 2013-12-31 | $38,355 |
Total plan assets at end of year | 2013-12-31 | $1,430,630 |
Total plan assets at beginning of year | 2013-12-31 | $1,151,041 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $61,327 |
Other income received | 2013-12-31 | $177,434 |
Net income (gross income less expenses) | 2013-12-31 | $279,589 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,430,630 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,151,041 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $79,183 |
2012 : BONE & JOINT SPECIALIST 401K PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $222,257 |
Expenses. Total of all expenses incurred | 2012-12-31 | $20,202 |
Benefits paid (including direct rollovers) | 2012-12-31 | $20,202 |
Total plan assets at end of year | 2012-12-31 | $1,151,041 |
Total plan assets at beginning of year | 2012-12-31 | $948,986 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $44,634 |
Other income received | 2012-12-31 | $109,815 |
Net income (gross income less expenses) | 2012-12-31 | $202,055 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,151,041 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $948,986 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $67,808 |
2011 : BONE & JOINT SPECIALIST 401K PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $107,792 |
Expenses. Total of all expenses incurred | 2011-12-31 | $66,201 |
Benefits paid (including direct rollovers) | 2011-12-31 | $66,201 |
Total plan assets at end of year | 2011-12-31 | $948,986 |
Total plan assets at beginning of year | 2011-12-31 | $907,395 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $43,403 |
Other income received | 2011-12-31 | $-2,936 |
Net income (gross income less expenses) | 2011-12-31 | $41,591 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $948,986 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $907,395 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $67,325 |
2010 : BONE & JOINT SPECIALIST 401K PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $241,711 |
Expenses. Total of all expenses incurred | 2010-12-31 | $34,910 |
Benefits paid (including direct rollovers) | 2010-12-31 | $34,910 |
Total plan assets at end of year | 2010-12-31 | $907,395 |
Total plan assets at beginning of year | 2010-12-31 | $700,594 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $54,294 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $4,034 |
Other income received | 2010-12-31 | $111,133 |
Net income (gross income less expenses) | 2010-12-31 | $206,801 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $907,395 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $700,594 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $72,250 |
2016: BONE & JOINT SPECIALIST 401K PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BONE & JOINT SPECIALIST 401K PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BONE & JOINT SPECIALIST 401K PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BONE & JOINT SPECIALIST 401K PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BONE & JOINT SPECIALIST 401K PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BONE & JOINT SPECIALIST 401K PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BONE & JOINT SPECIALIST 401K PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-824675 |
Policy instance | 1 |
Insurance contract or identification number | GA-824675 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $2,473 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,473 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D. JONES & COMPANY |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-824675 |
Policy instance | 1 |
Insurance contract or identification number | GA-824675 | Number of Individuals Covered | 3 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $5,308 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,308 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D. JONES & COMPANY |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-824675 |
Policy instance | 1 |
Insurance contract or identification number | GA-824675 | Number of Individuals Covered | 8 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,858 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,858 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D. JONES & COMPANY |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-824675 |
Policy instance | 1 |
Insurance contract or identification number | GA-824675 | Number of Individuals Covered | 11 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,818 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,818 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D. JONES & COMPANY |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-824675 |
Policy instance | 1 |
Insurance contract or identification number | GA-824675 | Number of Individuals Covered | 11 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $4,191 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,171 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D. JONES & COMPANY |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 27202 |
Policy instance | 1 |
Insurance contract or identification number | 27202 | Number of Individuals Covered | 11 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $10,424 | Total amount of fees paid to insurance company | USD $651 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 27202 |
Policy instance | 1 |
Insurance contract or identification number | 27202 | Number of Individuals Covered | 11 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $7,866 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,459 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D. JONES & COMPANY |
|