401k Plan data: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN plan

ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN
Plan identification number	001

ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC has sponsored the creation of one or more 401k plans.

Company Name: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC

Employer identification number (EIN): 260259623

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MIKE CALFEE, M.D.
001 2017-01-01 MIKE CALFEE, M.D.
001 2016-01-01 MIKE CALFEE, M.D.
001 2015-01-01 MIKE CALFEE, M.D.
001 2014-01-01 MIKE CALFEE, M.D.
001 2013-01-01 MIKE CALFEE, M.D.
001 2012-01-01 MIKE CALFEE, M.D.
001 2011-01-01 MIKE CALFEE, M.D.
001 2010-01-01 MIKE CALFEE, MD 2011-08-19

Plan Statistics for ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN

Measure Date Value
2021: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 16
Total participants 2020-01-01 33
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 17
Number of participants with account balances 2019-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
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 1
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 1
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2021: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	16
Total participants	2020-01-01	33
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	17
Number of participants with account balances	2019-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
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	1
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	1
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2021 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$17,977
Expenses. Total of all expenses incurred	2021-12-31	$2,153,247
Benefits paid (including direct rollovers)	2021-12-31	$2,153,247
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$2,135,270
Value of fidelity bond covering the plan	2021-12-31	$120,000
Total contributions received or receivable from participants	2021-12-31	$1,333
Other income received	2021-12-31	$13,226
Net income (gross income less expenses)	2021-12-31	$-2,135,270
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,135,270
Total contributions received or receivable from employer(s)	2021-12-31	$3,418
2020 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$605,729
Expenses. Total of all expenses incurred	2020-12-31	$2,982
Benefits paid (including direct rollovers)	2020-12-31	$2,982
Total plan assets at end of year	2020-12-31	$2,135,270
Total plan assets at beginning of year	2020-12-31	$1,532,523
Value of fidelity bond covering the plan	2020-12-31	$120,000
Total contributions received or receivable from participants	2020-12-31	$46,906
Other income received	2020-12-31	$528,308
Net income (gross income less expenses)	2020-12-31	$602,747
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,135,270
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,532,523
Total contributions received or receivable from employer(s)	2020-12-31	$30,515
2019 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$388,156
Expenses. Total of all expenses incurred	2019-12-31	$45,486
Benefits paid (including direct rollovers)	2019-12-31	$45,486
Total plan assets at end of year	2019-12-31	$1,532,523
Total plan assets at beginning of year	2019-12-31	$1,189,853
Value of fidelity bond covering the plan	2019-12-31	$120,000
Total contributions received or receivable from participants	2019-12-31	$40,635
Other income received	2019-12-31	$317,327
Net income (gross income less expenses)	2019-12-31	$342,670
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,532,523
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,189,853
Total contributions received or receivable from employer(s)	2019-12-31	$30,194
2018 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-55,884
Total plan assets at end of year	2018-12-31	$1,189,853
Total plan assets at beginning of year	2018-12-31	$1,245,737
Value of fidelity bond covering the plan	2018-12-31	$120,000
Total contributions received or receivable from participants	2018-12-31	$42,114
Contributions received from other sources (not participants or employers)	2018-12-31	$2,138
Other income received	2018-12-31	$-129,974
Net income (gross income less expenses)	2018-12-31	$-55,884
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,189,853
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,245,737
Total contributions received or receivable from employer(s)	2018-12-31	$29,838
2017 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$283,435
Expenses. Total of all expenses incurred	2017-12-31	$138,064
Benefits paid (including direct rollovers)	2017-12-31	$138,064
Total plan assets at end of year	2017-12-31	$1,245,737
Total plan assets at beginning of year	2017-12-31	$1,100,366
Value of fidelity bond covering the plan	2017-12-31	$120,000
Total contributions received or receivable from participants	2017-12-31	$62,529
Other income received	2017-12-31	$175,894
Net income (gross income less expenses)	2017-12-31	$145,371
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,245,737
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,100,366
Total contributions received or receivable from employer(s)	2017-12-31	$45,012
2016 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$179,774
Total plan assets at end of year	2016-12-31	$1,100,366
Total plan assets at beginning of year	2016-12-31	$920,592
Value of fidelity bond covering the plan	2016-12-31	$120,000
Total contributions received or receivable from participants	2016-12-31	$65,376
Other income received	2016-12-31	$67,054
Net income (gross income less expenses)	2016-12-31	$179,774
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,100,366
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$920,592
Total contributions received or receivable from employer(s)	2016-12-31	$47,344
2015 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$28,040
Total plan assets at end of year	2015-12-31	$920,592
Total plan assets at beginning of year	2015-12-31	$892,552
Value of fidelity bond covering the plan	2015-12-31	$120,000
Total contributions received or receivable from participants	2015-12-31	$66,937
Other income received	2015-12-31	$-85,138
Net income (gross income less expenses)	2015-12-31	$28,040
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$920,592
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$892,552
Total contributions received or receivable from employer(s)	2015-12-31	$46,241
2014 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$133,220
Expenses. Total of all expenses incurred	2014-12-31	$2,049
Benefits paid (including direct rollovers)	2014-12-31	$2,049
Total plan assets at end of year	2014-12-31	$892,552
Total plan assets at beginning of year	2014-12-31	$761,381
Total contributions received or receivable from participants	2014-12-31	$66,938
Other income received	2014-12-31	$9,706
Net income (gross income less expenses)	2014-12-31	$131,171
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$892,552
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$761,381
Total contributions received or receivable from employer(s)	2014-12-31	$56,576
2013 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$149,607
Expenses. Total of all expenses incurred	2013-12-31	$10,432
Benefits paid (including direct rollovers)	2013-12-31	$10,432
Total plan assets at end of year	2013-12-31	$761,381
Total plan assets at beginning of year	2013-12-31	$622,206
Total contributions received or receivable from participants	2013-12-31	$36,433
Other income received	2013-12-31	$60,401
Net income (gross income less expenses)	2013-12-31	$139,175
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$761,381
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$622,206
Total contributions received or receivable from employer(s)	2013-12-31	$52,773
2012 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$126,180
Expenses. Total of all expenses incurred	2012-12-31	$58,554
Benefits paid (including direct rollovers)	2012-12-31	$58,554
Total plan assets at end of year	2012-12-31	$622,206
Total plan assets at beginning of year	2012-12-31	$554,580
Total contributions received or receivable from participants	2012-12-31	$37,669
Other income received	2012-12-31	$51,020
Net income (gross income less expenses)	2012-12-31	$67,626
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$622,206
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$554,580
Total contributions received or receivable from employer(s)	2012-12-31	$37,491
2011 : ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$52,989
Total plan assets at end of year	2011-12-31	$554,580
Total plan assets at beginning of year	2011-12-31	$501,591
Total contributions received or receivable from participants	2011-12-31	$35,414
Other income received	2011-12-31	$-23,933
Net income (gross income less expenses)	2011-12-31	$52,989
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$554,580
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$501,591
Total contributions received or receivable from employer(s)	2011-12-31	$41,508

Form 5500 Responses for ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN

2021: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING 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: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING 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: ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC 401K PROFIT SHARING 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828571

Policy instance

Insurance contract or identification number	GA-828571
Number of Individuals Covered	6
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828571

Policy instance

Insurance contract or identification number	GA-828571
Number of Individuals Covered	6
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,084
Insurance broker organization code?	3
Insurance broker name	EDWARD D JONES & CO

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828571

Policy instance

Insurance contract or identification number	GA-828571
Number of Individuals Covered	6
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ADVANCED ORTHOPEDICS & SPORTS MEDICINE, PLLC
Employer identification number (EIN):	260259623
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)