401k Plan data: ORTHOTEXAS 401(K) PLAN plan

ORTHOTEXAS 401(K) PLAN 401k Plan overview

Plan Name	ORTHOTEXAS 401(K) PLAN
Plan identification number	002

ORTHOTEXAS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ORTHOTEXAS PHYSICIANS AND SURGEONS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: ORTHOTEXAS PHYSICIANS AND SURGEONS, PLLC

Employer identification number (EIN): 273463481

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

Additional information about ORTHOTEXAS PHYSICIANS AND SURGEONS, PLLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2010-09-10

Company Identification Number: 0801316804

Legal Registered Office Address: 4780 N JOSEY LN

CARROLLTON
United States of America (USA)
75010

More information about ORTHOTEXAS PHYSICIANS AND SURGEONS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOTEXAS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LEONARD RATLEY
002 2016-01-01 LEONARD RATLEY
002 2015-01-01 LEONARD RATLEY
002 2014-01-01 LEONARD RATLEY
002 2013-01-01 LEONARD RATLEY
002 2012-01-01 LEONARD RATLEY
002 2011-01-01 MELISSA MORGAN

Plan Statistics for ORTHOTEXAS 401(K) PLAN

401k plan membership statisitcs for ORTHOTEXAS 401(K) PLAN

Measure Date Value
2022: ORTHOTEXAS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 77
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 56
Total of all active and inactive participants 2022-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 139
Number of participants with account balances 2022-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: ORTHOTEXAS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 84
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 50
Total of all active and inactive participants 2021-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 140
Number of participants with account balances 2021-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: ORTHOTEXAS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 114
Number of other retired or separated participants entitled to future benefits 2020-01-01 49
Total of all active and inactive participants 2020-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 163
Number of participants with account balances 2020-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: ORTHOTEXAS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 104
Number of retired or separated participants receiving benefits 2019-01-01 48
Number of other retired or separated participants entitled to future benefits 2019-01-01 62
Total of all active and inactive participants 2019-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 214
Number of participants with account balances 2019-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: ORTHOTEXAS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 131
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 57
Total of all active and inactive participants 2018-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 191
Number of participants with account balances 2018-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ORTHOTEXAS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 152
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 41
Total of all active and inactive participants 2017-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 194
Number of participants with account balances 2017-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: ORTHOTEXAS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 149
Number of retired or separated participants receiving benefits 2016-01-01 9
Number of other retired or separated participants entitled to future benefits 2016-01-01 50
Total of all active and inactive participants 2016-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 208
Number of participants with account balances 2016-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: ORTHOTEXAS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 161
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 53
Total of all active and inactive participants 2015-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 216
Number of participants with account balances 2015-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: ORTHOTEXAS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 169
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 183
Total participants 2014-01-01 183
Number of participants with account balances 2014-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 23
2013: ORTHOTEXAS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 160
Total of all active and inactive participants 2013-01-01 160
Total participants 2013-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: ORTHOTEXAS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 216
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 72
Total of all active and inactive participants 2012-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 288
Number of participants with account balances 2012-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 16
2011: ORTHOTEXAS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 205
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 248
Number of participants with account balances 2011-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 33

Measure	Date	Value
2022: ORTHOTEXAS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	77
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	56
Total of all active and inactive participants	2022-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	139
Number of participants with account balances	2022-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: ORTHOTEXAS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	84
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	50
Total of all active and inactive participants	2021-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	140
Number of participants with account balances	2021-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: ORTHOTEXAS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	114
Number of other retired or separated participants entitled to future benefits	2020-01-01	49
Total of all active and inactive participants	2020-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	163
Number of participants with account balances	2020-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: ORTHOTEXAS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	104
Number of retired or separated participants receiving benefits	2019-01-01	48
Number of other retired or separated participants entitled to future benefits	2019-01-01	62
Total of all active and inactive participants	2019-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	214
Number of participants with account balances	2019-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: ORTHOTEXAS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	131
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	57
Total of all active and inactive participants	2018-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	191
Number of participants with account balances	2018-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ORTHOTEXAS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	152
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	41
Total of all active and inactive participants	2017-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	194
Number of participants with account balances	2017-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: ORTHOTEXAS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	149
Number of retired or separated participants receiving benefits	2016-01-01	9
Number of other retired or separated participants entitled to future benefits	2016-01-01	50
Total of all active and inactive participants	2016-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	208
Number of participants with account balances	2016-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: ORTHOTEXAS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	161
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	53
Total of all active and inactive participants	2015-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	216
Number of participants with account balances	2015-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: ORTHOTEXAS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	169
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	183
Total participants	2014-01-01	183
Number of participants with account balances	2014-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	23
2013: ORTHOTEXAS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	160
Total of all active and inactive participants	2013-01-01	160
Total participants	2013-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: ORTHOTEXAS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	216
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	72
Total of all active and inactive participants	2012-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	288
Number of participants with account balances	2012-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	16
2011: ORTHOTEXAS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	205
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	248
Number of participants with account balances	2011-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	33

Financial Data on ORTHOTEXAS 401(K) PLAN

Measure	Date	Value
2022 : ORTHOTEXAS 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,865,406
Total of all expenses incurred	2022-12-31	$1,956,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,952,779
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$877,140
Value of total assets at end of year	2022-12-31	$15,966,307
Value of total assets at beginning of year	2022-12-31	$19,787,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,873
Total interest from all sources	2022-12-31	$86,838
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$714,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$714,163
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$483,616
Participant contributions at end of year	2022-12-31	$41,362
Participant contributions at beginning of year	2022-12-31	$77,679
Participant contributions at beginning of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$8,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,821,411
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$15,966,307
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,787,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,873
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,114,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,274,569
Interest on participant loans	2022-12-31	$3,026
Interest earned on other investments	2022-12-31	$83,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$19,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,791,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,435,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,552,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$393,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,952,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HUSELTON, MORGAN & MAULTSBY PC
Accountancy firm EIN	2022-12-31	752409112
2021 : ORTHOTEXAS 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,255,316
Total of all expenses incurred	2021-12-31	$1,821,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,818,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$878,761
Value of total assets at end of year	2021-12-31	$19,787,718
Value of total assets at beginning of year	2021-12-31	$18,353,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,823
Total interest from all sources	2021-12-31	$76,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$487,479
Participant contributions at end of year	2021-12-31	$77,679
Participant contributions at beginning of year	2021-12-31	$141,760
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$-952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,433,979
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,787,718
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,353,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$2,823
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$17,274,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$16,423,497
Interest on participant loans	2021-12-31	$6,423
Interest earned on other investments	2021-12-31	$69,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,435,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,786,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,301,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$391,282
Employer contributions (assets) at beginning of year	2021-12-31	$2,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,818,514
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HUSELTON, MORGAN & MAULTSBY PC
Accountancy firm EIN	2021-12-31	752409112
2020 : ORTHOTEXAS 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,160,223
Total of all expenses incurred	2020-12-31	$787,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$784,157
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$945,971
Value of total assets at end of year	2020-12-31	$18,353,739
Value of total assets at beginning of year	2020-12-31	$15,980,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,169
Total interest from all sources	2020-12-31	$34,397
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$513,704
Participant contributions at end of year	2020-12-31	$141,760
Participant contributions at beginning of year	2020-12-31	$104,706
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$370
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,372,897
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,353,739
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,980,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$3,169
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$16,423,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,851,190
Interest on participant loans	2020-12-31	$7,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$27,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,786,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,015,461
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,179,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$431,897
Employer contributions (assets) at end of year	2020-12-31	$2,250
Employer contributions (assets) at beginning of year	2020-12-31	$9,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$784,157
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PERKINS, DEXTER, SINOPOLI AND HAMM
Accountancy firm EIN	2020-12-31	751969466
2019 : ORTHOTEXAS 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,369,646
Total of all expenses incurred	2019-12-31	$4,672,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,668,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,062,738
Value of total assets at end of year	2019-12-31	$15,980,842
Value of total assets at beginning of year	2019-12-31	$16,283,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,034
Total interest from all sources	2019-12-31	$39,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$600,835
Participant contributions at end of year	2019-12-31	$104,706
Participant contributions at beginning of year	2019-12-31	$97,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-302,474
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,980,842
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,283,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$4,034
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,851,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,161,719
Interest on participant loans	2019-12-31	$5,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$33,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,015,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$10,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,267,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$461,903
Employer contributions (assets) at end of year	2019-12-31	$9,485
Employer contributions (assets) at beginning of year	2019-12-31	$13,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,668,086
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DEXTER, SINOPOLI AND HAMM
Accountancy firm EIN	2019-12-31	751969466
2018 : ORTHOTEXAS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$342,531
Total of all expenses incurred	2018-12-31	$2,422,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,418,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,483,942
Value of total assets at end of year	2018-12-31	$16,283,316
Value of total assets at beginning of year	2018-12-31	$18,362,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,231
Total interest from all sources	2018-12-31	$6,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$841,938
Participant contributions at end of year	2018-12-31	$97,766
Participant contributions at beginning of year	2018-12-31	$155,088
Participant contributions at beginning of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,079,540
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,283,316
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,362,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$3,231
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,161,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$18,145,580
Interest on participant loans	2018-12-31	$6,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$10,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,147,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$642,004
Employer contributions (assets) at end of year	2018-12-31	$13,719
Employer contributions (assets) at beginning of year	2018-12-31	$62,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,418,840
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PERKINS, DEXTER, SINOPOLI AND HAMM,
Accountancy firm EIN	2018-12-31	751969466
2017 : ORTHOTEXAS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,489,679
Total of all expenses incurred	2017-12-31	$898,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$894,076
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,867,131
Value of total assets at end of year	2017-12-31	$18,362,856
Value of total assets at beginning of year	2017-12-31	$14,771,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,087
Total interest from all sources	2017-12-31	$5,962
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$808,229
Participant contributions at end of year	2017-12-31	$155,088
Participant contributions at beginning of year	2017-12-31	$128,331
Participant contributions at end of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$377,062
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,591,516
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,362,856
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,771,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$3,939
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$18,145,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,546,415
Interest on participant loans	2017-12-31	$5,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,616,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$681,840
Employer contributions (assets) at end of year	2017-12-31	$62,188
Employer contributions (assets) at beginning of year	2017-12-31	$96,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$894,076
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PERKINS, DEXTER, SINOPOLI & HAMM,PC
Accountancy firm EIN	2017-12-31	751969466
2016 : ORTHOTEXAS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,613,945
Total of all expenses incurred	2016-12-31	$376,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$372,984
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,343,979
Value of total assets at end of year	2016-12-31	$14,771,340
Value of total assets at beginning of year	2016-12-31	$12,534,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,744
Total interest from all sources	2016-12-31	$5,561
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$700,808
Participant contributions at end of year	2016-12-31	$128,331
Participant contributions at beginning of year	2016-12-31	$158,836
Participant contributions at beginning of year	2016-12-31	$334
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,237,217
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,771,340
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,534,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$3,744
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,546,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,266,361
Interest on participant loans	2016-12-31	$5,561
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,264,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$641,071
Employer contributions (assets) at end of year	2016-12-31	$96,594
Employer contributions (assets) at beginning of year	2016-12-31	$108,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$372,984
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PERKINS, DEXTER, SINOPOLI & HAMM,PC
Accountancy firm EIN	2016-12-31	751969466
2015 : ORTHOTEXAS 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,360,619
Total of all expenses incurred	2015-12-31	$743,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$738,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,601,873
Value of total assets at end of year	2015-12-31	$12,534,123
Value of total assets at beginning of year	2015-12-31	$11,917,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,771
Total interest from all sources	2015-12-31	$5,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$814,509
Participant contributions at end of year	2015-12-31	$158,836
Participant contributions at beginning of year	2015-12-31	$95,865
Participant contributions at end of year	2015-12-31	$334
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$55,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$616,800
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,534,123
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,917,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,266,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,706,930
Interest on participant loans	2015-12-31	$5,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-246,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$731,696
Employer contributions (assets) at end of year	2015-12-31	$108,592
Employer contributions (assets) at beginning of year	2015-12-31	$114,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$738,048
Contract administrator fees	2015-12-31	$5,771
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PERKINS, DEXTER, SINOPOLI & HAMM,PC
Accountancy firm EIN	2015-12-31	751969466
2014 : ORTHOTEXAS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,215,252
Total of all expenses incurred	2014-12-31	$234,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$228,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,683,942
Value of total assets at end of year	2014-12-31	$11,917,323
Value of total assets at beginning of year	2014-12-31	$9,936,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,429
Total interest from all sources	2014-12-31	$4,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$814,384
Participant contributions at end of year	2014-12-31	$95,865
Participant contributions at beginning of year	2014-12-31	$106,236
Participant contributions at beginning of year	2014-12-31	$12,870
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$123,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,980,350
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,917,323
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,936,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$37
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,706,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,809,165
Interest on participant loans	2014-12-31	$4,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$526,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$746,109
Employer contributions (assets) at end of year	2014-12-31	$114,528
Employer contributions (assets) at beginning of year	2014-12-31	$8,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$228,473
Contract administrator fees	2014-12-31	$6,392
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PERKINS, DEXTER, SINOPOLI & HAMM,PC
Accountancy firm EIN	2014-12-31	751969466
2013 : ORTHOTEXAS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,116,537
Total of all expenses incurred	2013-12-31	$728,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$715,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,554,771
Value of total assets at end of year	2013-12-31	$9,936,973
Value of total assets at beginning of year	2013-12-31	$7,548,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,374
Total interest from all sources	2013-12-31	$3,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$787,524
Participant contributions at end of year	2013-12-31	$106,236
Participant contributions at beginning of year	2013-12-31	$97,492
Participant contributions at end of year	2013-12-31	$12,870
Participant contributions at beginning of year	2013-12-31	$11,581
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$343,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,388,318
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,936,973
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,548,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,809,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,821,839
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Income. Interest from loans (other than to participants)	2013-12-31	$3,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$617,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,557,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$423,404
Employer contributions (assets) at end of year	2013-12-31	$8,702
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$715,845
Contract administrator fees	2013-12-31	$12,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN	2013-12-31	751969466
2012 : ORTHOTEXAS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,218,267
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$419,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$411,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$317,141
Value of total assets at end of year	2012-12-31	$7,548,655
Value of total assets at beginning of year	2012-12-31	$6,749,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,914
Total interest from all sources	2012-12-31	$3,825
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$298,433
Participant contributions at end of year	2012-12-31	$97,492
Participant contributions at beginning of year	2012-12-31	$84,391
Participant contributions at end of year	2012-12-31	$11,581
Participant contributions at beginning of year	2012-12-31	$12,856
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$18,708
Other income not declared elsewhere	2012-12-31	$11,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$798,874
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,548,655
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,749,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,821,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,315,785
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$3,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$617,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$332,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$885,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$4,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$411,479
Contract administrator fees	2012-12-31	$7,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN	2012-12-31	751969466
2011 : ORTHOTEXAS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$4,111,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$793,872
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$517,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$485,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$981,451
Value of total assets at end of year	2011-12-31	$6,749,781
Value of total assets at beginning of year	2011-12-31	$2,362,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$31,735
Total interest from all sources	2011-12-31	$6,556
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$6,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$796,330
Participant contributions at end of year	2011-12-31	$84,391
Participant contributions at beginning of year	2011-12-31	$24,197
Participant contributions at end of year	2011-12-31	$12,856
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$35,388
Other income not declared elsewhere	2011-12-31	$7,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$276,385
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,749,781
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,362,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,315,785
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,208,450
Interest on participant loans	2011-12-31	$6,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$332,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$129,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-291,455
Net investment gain/loss from pooled separate accounts	2011-12-31	$89,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$149,733
Employer contributions (assets) at end of year	2011-12-31	$4,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$485,752
Contract administrator fees	2011-12-31	$25,735
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN	2011-12-31	751969466

Form 5500 Responses for ORTHOTEXAS 401(K) PLAN

2022: ORTHOTEXAS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORTHOTEXAS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORTHOTEXAS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORTHOTEXAS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORTHOTEXAS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORTHOTEXAS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOTEXAS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: ORTHOTEXAS 401(K) 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: ORTHOTEXAS 401(K) 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: ORTHOTEXAS 401(K) 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: ORTHOTEXAS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
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: ORTHOTEXAS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

78057001

Policy instance

Insurance contract or identification number	78057001
Number of Individuals Covered	78
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Number of Individuals Covered	78
Insurance policy start date	2022-01-01
Insurance policy end date	2022-10-28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Number of Individuals Covered	93
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Number of Individuals Covered	114
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Number of Individuals Covered	173
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Number of Individuals Covered	190
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Number of Individuals Covered	204
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Number of Individuals Covered	189
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Number of Individuals Covered	160
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Number of Individuals Covered	167
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998313

Policy instance

Insurance contract or identification number	998313
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $1,742
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60671-1

Policy instance

Insurance contract or identification number	MR 60671-1
Number of Individuals Covered	248
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $52
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	ORTHOTEXAS PHYSICIANS AND SURGEONS, PLLC
Employer identification number (EIN):	273463481
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2010-09-10
Company Identification Number:	0801316804
Legal Registered Office Address:	4780 N JOSEY LN CARROLLTON United States of America (USA) 75010