401k Plan data: OMNI SAVINGS PLAN AND TRUST plan

OMNI SAVINGS PLAN AND TRUST 401k Plan overview

Plan Name	OMNI SAVINGS PLAN AND TRUST
Plan identification number	002

OMNI SAVINGS PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHOPAEDIC MULTISPECIALTY NETWORK, INC. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC MULTISPECIALTY NETWORK, INC.

Employer identification number (EIN): 341108985

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OMNI SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2023-01-01 ANTHONY WARREN
002 2022-01-01
002 2022-01-01 ANTHONY WARREN
002 2021-01-01
002 2021-01-01
002 2021-01-01 ANTHONY WARREN
002 2020-01-01
002 2019-01-01 JULEE HELSLEY 2020-10-12
002 2018-01-01 JULEE HELSLEY 2019-10-14
002 2017-01-01 ANTHONY PENTZ 2018-10-12
002 2016-01-01 ANTHONY PENTZ 2017-10-13
002 2013-01-01 ANTHONY PENTZ 2014-08-13 ANTHONY PENTZ 2014-08-13
002 2012-01-01 BROCK BENNINGTON 2013-05-08 BROCK BENNINGTON 2013-05-08
002 2011-01-01 ANTHONY PENTZ 2012-05-29 ANTHONY PENTZ 2012-05-29
002 2010-01-01 ANTHONY PENTZ 2011-04-12 ANTHONY PENTZ 2011-04-12
002 2009-01-01 ANTHONY S PENTZ ANTHONY S PENTZ 2010-09-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2023-01-01	ANTHONY WARREN
002	2022-01-01
002	2022-01-01	ANTHONY WARREN
002	2021-01-01
002	2021-01-01
002	2021-01-01	ANTHONY WARREN
002	2020-01-01
002	2019-01-01	JULEE HELSLEY	2020-10-12
002	2018-01-01	JULEE HELSLEY	2019-10-14
002	2017-01-01	ANTHONY PENTZ	2018-10-12
002	2016-01-01	ANTHONY PENTZ	2017-10-13
002	2013-01-01	ANTHONY PENTZ	2014-08-13	ANTHONY PENTZ	2014-08-13
002	2012-01-01	BROCK BENNINGTON	2013-05-08	BROCK BENNINGTON	2013-05-08
002	2011-01-01	ANTHONY PENTZ	2012-05-29	ANTHONY PENTZ	2012-05-29
002	2010-01-01	ANTHONY PENTZ	2011-04-12	ANTHONY PENTZ	2011-04-12
002	2009-01-01	ANTHONY S PENTZ		ANTHONY S PENTZ	2010-09-07

Plan Statistics for OMNI SAVINGS PLAN AND TRUST

401k plan membership statisitcs for OMNI SAVINGS PLAN AND TRUST

Measure Date Value
2023: OMNI SAVINGS PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: OMNI SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 107
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 129
Number of participants with account balances 2022-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OMNI SAVINGS PLAN AND TRUST 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 2021-01-01 113
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 131
Number of participants with account balances 2021-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: OMNI SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 149
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 164
Number of participants with account balances 2020-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2009: OMNI SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 87
Number of retired or separated participants receiving benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 95
Total participants 2009-01-01 95
Number of participants with account balances 2009-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2023: OMNI SAVINGS PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: OMNI SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	107
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	129
Number of participants with account balances	2022-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OMNI SAVINGS PLAN AND TRUST 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	113
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	131
Number of participants with account balances	2021-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: OMNI SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	149
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	164
Number of participants with account balances	2020-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2009: OMNI SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	87
Number of retired or separated participants receiving benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	95
Total participants	2009-01-01	95
Number of participants with account balances	2009-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on OMNI SAVINGS PLAN AND TRUST

Measure	Date	Value
2023 : OMNI SAVINGS PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,320,126
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$29,584,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$29,472,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$0
Value of total assets at end of year	2023-12-31	$0
Value of total assets at beginning of year	2023-12-31	$27,264,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$112,857
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$20,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$20,660
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$16,629,473
Other income not declared elsewhere	2023-12-31	$1,570,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-27,264,834
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$27,264,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$112,857
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$1,351,130
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$8,492,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$83,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$102,625
Net investment gain or loss from common/collective trusts	2023-12-31	$626,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$707,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$29,472,103
Did the plan have assets held for investment	2023-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$2,320,126
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$29,584,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$29,472,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$0
Value of total assets at end of year	2023-01-01	$0
Value of total assets at beginning of year	2023-01-01	$27,264,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$112,857
Total interest from all sources	2023-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$20,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-01-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$20,660
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$16,629,473
Other income not declared elsewhere	2023-01-01	$1,570,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$-27,264,834
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$27,264,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$112,857
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$1,351,130
Value of interest in common/collective trusts at end of year	2023-01-01	$0
Value of interest in common/collective trusts at beginning of year	2023-01-01	$8,492,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$83,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$102,625
Net investment gain or loss from common/collective trusts	2023-01-01	$626,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Employer contributions (assets) at end of year	2023-01-01	$0
Employer contributions (assets) at beginning of year	2023-01-01	$707,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$29,472,103
Did the plan have assets held for investment	2023-01-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	Yes
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-01-01	410746749
2022 : OMNI SAVINGS PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,275,500
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,588,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,451,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,887,065
Value of total assets at end of year	2022-12-31	$27,264,834
Value of total assets at beginning of year	2022-12-31	$33,128,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$136,899
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$35,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$35,788
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$667,477
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$16,629,473
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$20,672,354
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$29,881
Other income not declared elsewhere	2022-12-31	$-3,474,190
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	$-5,863,842
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,264,834
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,128,676
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	$136,899
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,351,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,476,333
Value of interest in common/collective trusts at end of year	2022-12-31	$8,492,905
Value of interest in common/collective trusts at beginning of year	2022-12-31	$10,270,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$83,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$59,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-293,686
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,430,477
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	$1,189,707
Employer contributions (assets) at end of year	2022-12-31	$707,451
Employer contributions (assets) at beginning of year	2022-12-31	$649,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,451,443
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-3,275,500
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$2,588,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$2,451,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,887,065
Value of total assets at end of year	2022-01-01	$27,264,834
Value of total assets at beginning of year	2022-01-01	$33,128,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$136,899
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$35,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-01-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$35,788
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$667,477
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$16,629,473
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$20,672,354
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$29,881
Other income not declared elsewhere	2022-01-01	$-3,474,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-5,863,842
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$27,264,834
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$33,128,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$136,899
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$1,351,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$1,476,333
Value of interest in common/collective trusts at end of year	2022-01-01	$8,492,905
Value of interest in common/collective trusts at beginning of year	2022-01-01	$10,270,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$83,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$59,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-293,686
Net investment gain or loss from common/collective trusts	2022-01-01	$-1,430,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$1,189,707
Employer contributions (assets) at end of year	2022-01-01	$707,451
Employer contributions (assets) at beginning of year	2022-01-01	$649,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$2,451,443
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-01-01	410746749
2021 : OMNI SAVINGS PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,525,795
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,091,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$945,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,893,318
Value of total assets at end of year	2021-12-31	$33,128,676
Value of total assets at beginning of year	2021-12-31	$27,693,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$145,326
Total interest from all sources	2021-12-31	$145
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$34,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$34,243
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,117,891
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$20,672,354
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$17,618,949
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$168,418
Other income not declared elsewhere	2021-12-31	$3,064,499
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	$5,434,687
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,128,676
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,693,989
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	$145,326
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,476,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$977,787
Interest earned on other investments	2021-12-31	$145
Value of interest in common/collective trusts at end of year	2021-12-31	$10,270,854
Value of interest in common/collective trusts at beginning of year	2021-12-31	$8,466,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$59,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$12,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$135,731
Net investment gain or loss from common/collective trusts	2021-12-31	$1,397,859
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	$607,009
Employer contributions (assets) at end of year	2021-12-31	$649,539
Employer contributions (assets) at beginning of year	2021-12-31	$617,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$945,782
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	Disclaimer
Accountancy firm name	2021-12-31	415 GROUP
Accountancy firm EIN	2021-12-31	341341400
2020 : OMNI SAVINGS PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,903,375
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,880,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,747,587
Value of total corrective distributions	2020-12-31	$10,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,856,286
Value of total assets at end of year	2020-12-31	$27,693,989
Value of total assets at beginning of year	2020-12-31	$25,670,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$122,237
Total interest from all sources	2020-12-31	$2,399
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$21,201
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	$21,201
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$553,267
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$17,618,949
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$17,546,113
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$250,405
Other income not declared elsewhere	2020-12-31	$2,140,182
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	$2,023,252
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,693,989
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,670,737
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	$114,788
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$977,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$743,631
Interest earned on other investments	2020-12-31	$2,399
Value of interest in common/collective trusts at end of year	2020-12-31	$8,466,963
Value of interest in common/collective trusts at beginning of year	2020-12-31	$6,969,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$12,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$210,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$125,452
Net investment gain or loss from common/collective trusts	2020-12-31	$757,855
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	$1,052,614
Employer contributions (assets) at end of year	2020-12-31	$617,736
Employer contributions (assets) at beginning of year	2020-12-31	$201,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,747,587
Contract administrator fees	2020-12-31	$7,449
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	Unqualified
Accountancy firm name	2020-12-31	415 GROUP
Accountancy firm EIN	2020-12-31	341341400

Form 5500 Responses for OMNI SAVINGS PLAN AND TRUST

2023: OMNI SAVINGS PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: OMNI SAVINGS PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
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: OMNI SAVINGS PLAN AND TRUST 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 – 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: OMNI SAVINGS PLAN AND TRUST 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 – 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
2009: OMNI SAVINGS PLAN AND TRUST 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507570-01

Policy instance

Insurance contract or identification number	507570-01
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507570-01

Policy instance

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507570-01

Policy instance

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507570-01

Policy instance

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Company Name:	ORTHOPAEDIC MULTISPECIALTY NETWORK, INC.
Employer identification number (EIN):	341108985
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)