401k Plan data: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN plan

DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN
Plan identification number	001

DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT 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
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.
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

DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC.

Employer identification number (EIN): 310735678

NAIC Classification: 621491
NAIC Description: HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JONATHAN PALEY, M.D. 2024-06-17
001 2022-01-01 JONATHAN PALEY, M.D. 2023-10-04
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JONATHAN PALEY, M.D.
001 2017-01-01 JONATHAN PALEY, M.D.
001 2016-01-01 JONATHAN PALEY, M.D.
001 2015-01-01 JONATHAN PALEY, M.D.
001 2014-01-01 JONATHAN PALEY, M.D.
001 2013-01-01 JONATHAN PALEY, M.D.
001 2012-01-01 JONATHAN PALEY, M.D.
001 2011-01-01 JONATHAN PALEY, M.D.
001 2010-01-01 JONATHAN PALEY, M.D.
001 2009-01-01 JONATHAN PALEY, M.D.

Plan Statistics for DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2021: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 20
Number of participants with account balances 2021-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 4
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 4
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
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 4
Total of all active and inactive participants 2018-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 17
Number of participants with account balances 2018-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT 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 11
Number of retired or separated participants receiving benefits 2016-01-01 4
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 2
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
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: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
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 4
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 4
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 3
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	20
Number of participants with account balances	2021-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	4
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	4
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
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	4
Total of all active and inactive participants	2018-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	17
Number of participants with account balances	2018-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT 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	11
Number of retired or separated participants receiving benefits	2016-01-01	4
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	2
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
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: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
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	4
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	4
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	3
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2021 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$497,180
Expenses. Total of all expenses incurred	2021-12-31	$46,959
Total plan assets at end of year	2021-12-31	$3,467,150
Total plan assets at beginning of year	2021-12-31	$3,016,929
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$27,620
Other income received	2021-12-31	$402,277
Net income (gross income less expenses)	2021-12-31	$450,221
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,467,150
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,016,929
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$67,283
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$46,959
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$319,456
Expenses. Total of all expenses incurred	2020-12-31	$43,179
Total plan assets at end of year	2020-12-31	$3,016,929
Total plan assets at beginning of year	2020-12-31	$2,740,652
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$24,600
Other income received	2020-12-31	$224,911
Net income (gross income less expenses)	2020-12-31	$276,277
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,016,929
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,740,652
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$78,030
Total contributions received or receivable from employer(s)	2020-12-31	$69,945
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$43,179
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$554,973
Expenses. Total of all expenses incurred	2019-12-31	$81,915
Benefits paid (including direct rollovers)	2019-12-31	$45,748
Total plan assets at end of year	2019-12-31	$2,740,652
Total plan assets at beginning of year	2019-12-31	$2,267,594
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$25,510
Other income received	2019-12-31	$455,724
Net income (gross income less expenses)	2019-12-31	$473,058
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,740,652
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,267,594
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$121,921
Total contributions received or receivable from employer(s)	2019-12-31	$73,739
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$36,167
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-48,790
Expenses. Total of all expenses incurred	2018-12-31	$30,870
Total plan assets at end of year	2018-12-31	$2,267,594
Total plan assets at beginning of year	2018-12-31	$2,347,254
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$26,180
Contributions received from other sources (not participants or employers)	2018-12-31	$46,387
Other income received	2018-12-31	$-187,447
Net income (gross income less expenses)	2018-12-31	$-79,660
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,267,594
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,347,254
Assets. Value of participant loans	2018-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$130,944
Total contributions received or receivable from employer(s)	2018-12-31	$66,090
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$30,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$437,043
Expenses. Total of all expenses incurred	2017-12-31	$90,613
Benefits paid (including direct rollovers)	2017-12-31	$60,281
Total plan assets at end of year	2017-12-31	$2,347,254
Total plan assets at beginning of year	2017-12-31	$2,000,824
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$24,360
Other income received	2017-12-31	$337,650
Net income (gross income less expenses)	2017-12-31	$346,430
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,347,254
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,000,824
Assets. Value of participant loans	2017-12-31	$69,939
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$130,944
Total contributions received or receivable from employer(s)	2017-12-31	$75,033
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$30,332
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$283,032
Expenses. Total of all expenses incurred	2016-12-31	$105,703
Benefits paid (including direct rollovers)	2016-12-31	$83,421
Total plan assets at end of year	2016-12-31	$2,000,824
Total plan assets at beginning of year	2016-12-31	$1,823,495
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$24,460
Other income received	2016-12-31	$173,082
Net income (gross income less expenses)	2016-12-31	$177,329
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,000,824
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,823,495
Assets. Value of participant loans	2016-12-31	$40,364
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$450,000
Total contributions received or receivable from employer(s)	2016-12-31	$85,490
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$22,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$175,691
Expenses. Total of all expenses incurred	2015-12-31	$20,636
Total plan assets at end of year	2015-12-31	$1,823,495
Total plan assets at beginning of year	2015-12-31	$1,668,440
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$25,565
Other income received	2015-12-31	$65,555
Net income (gross income less expenses)	2015-12-31	$155,055
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,823,495
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,668,440
Assets. Value of participant loans	2015-12-31	$56,377
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$450,000
Total contributions received or receivable from employer(s)	2015-12-31	$84,571
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$20,636
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$230,155
Expenses. Total of all expenses incurred	2014-12-31	$63,397
Benefits paid (including direct rollovers)	2014-12-31	$42,217
Total plan assets at end of year	2014-12-31	$1,668,440
Total plan assets at beginning of year	2014-12-31	$1,501,682
Value of fidelity bond covering the plan	2014-12-31	$155,000
Total contributions received or receivable from participants	2014-12-31	$24,560
Other income received	2014-12-31	$122,660
Net income (gross income less expenses)	2014-12-31	$166,758
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,668,440
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,501,682
Assets. Value of participant loans	2014-12-31	$10,702
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$328,743
Total contributions received or receivable from employer(s)	2014-12-31	$82,935
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$21,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$296,103
Expenses. Total of all expenses incurred	2013-12-31	$20,047
Total plan assets at end of year	2013-12-31	$1,501,682
Total plan assets at beginning of year	2013-12-31	$1,225,626
Value of fidelity bond covering the plan	2013-12-31	$127,000
Total contributions received or receivable from participants	2013-12-31	$24,560
Other income received	2013-12-31	$194,085
Net income (gross income less expenses)	2013-12-31	$276,056
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,501,682
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,225,626
Assets. Value of participant loans	2013-12-31	$13,588
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$106,486
Total contributions received or receivable from employer(s)	2013-12-31	$77,458
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$20,047
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$223,181
Expenses. Total of all expenses incurred	2012-12-31	$63,794
Benefits paid (including direct rollovers)	2012-12-31	$49,136
Total plan assets at end of year	2012-12-31	$1,225,626
Total plan assets at beginning of year	2012-12-31	$1,066,239
Value of fidelity bond covering the plan	2012-12-31	$127,000
Total contributions received or receivable from participants	2012-12-31	$24,530
Other income received	2012-12-31	$122,667
Net income (gross income less expenses)	2012-12-31	$159,387
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,225,626
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,066,239
Assets. Value of participant loans	2012-12-31	$13,637
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$165,000
Total contributions received or receivable from employer(s)	2012-12-31	$75,984
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$14,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$112,123
Expenses. Total of all expenses incurred	2011-12-31	$12,667
Total plan assets at end of year	2011-12-31	$1,066,239
Total plan assets at beginning of year	2011-12-31	$966,783
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$24,490
Other income received	2011-12-31	$-28,073
Net income (gross income less expenses)	2011-12-31	$99,456
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,066,239
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$966,783
Assets. Value of participant loans	2011-12-31	$16,882
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$165,000
Total contributions received or receivable from employer(s)	2011-12-31	$115,706
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$12,667
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$211,529
Expenses. Total of all expenses incurred	2010-12-31	$10,224
Total plan assets at end of year	2010-12-31	$966,783
Total plan assets at beginning of year	2010-12-31	$765,478
Value of fidelity bond covering the plan	2010-12-31	$85,000
Total contributions received or receivable from participants	2010-12-31	$17,240
Other income received	2010-12-31	$83,368
Net income (gross income less expenses)	2010-12-31	$201,305
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$966,783
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$765,478
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$165,000
Total contributions received or receivable from employer(s)	2010-12-31	$110,921
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN

2021: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC. PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAYTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE CENTER, INC.
Employer identification number (EIN):	310735678
NAIC Classification:	621491
NAIC Description:	HMO Medical Centers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JONATHAN PALEY, M.D.	2024-06-17
001	2022-01-01	JONATHAN PALEY, M.D.	2023-10-04
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JONATHAN PALEY, M.D.
001	2017-01-01	JONATHAN PALEY, M.D.
001	2016-01-01	JONATHAN PALEY, M.D.
001	2015-01-01	JONATHAN PALEY, M.D.
001	2014-01-01	JONATHAN PALEY, M.D.
001	2013-01-01	JONATHAN PALEY, M.D.
001	2012-01-01	JONATHAN PALEY, M.D.
001	2011-01-01	JONATHAN PALEY, M.D.
001	2010-01-01	JONATHAN PALEY, M.D.
001	2009-01-01	JONATHAN PALEY, M.D.