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ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN
Plan identification number 001

ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHO INDY has sponsored the creation of one or more 401k plans.

Company Name:ORTHO INDY
Employer identification number (EIN):351090576
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANTHONY T. GIOIA
0012016-01-01ANTHONY T. GIOIA
0012016-01-01
0012015-01-01ANTHONY T. GIOIA
0012014-01-01ANTHONY T. GIOIA
0012013-01-01ANTHONY T. GIOIA
0012012-01-01ANTHONY T. GIOIA
0012011-01-01ANTHONY T. GIOIA
0012010-01-01ANTHONY T. GIOIA ANTHONY T. GIOIA2011-08-30
0012009-01-01ANTHONY T. GIOIA ANTHONY T. GIOIA2010-09-21

Plan Statistics for ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,135
Total number of active participants reported on line 7a of the Form 55002022-01-01885
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01277
Total of all active and inactive participants2022-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,170
Number of participants with account balances2022-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,083
Total number of active participants reported on line 7a of the Form 55002021-01-01855
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01274
Total of all active and inactive participants2021-01-011,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,135
Number of participants with account balances2021-01-011,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0150
2020: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,117
Total number of active participants reported on line 7a of the Form 55002020-01-01846
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01233
Total of all active and inactive participants2020-01-011,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,083
Number of participants with account balances2020-01-01990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0139
2019: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,017
Total number of active participants reported on line 7a of the Form 55002019-01-01891
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01226
Total of all active and inactive participants2019-01-011,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,117
Number of participants with account balances2019-01-01962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,015
Total number of active participants reported on line 7a of the Form 55002018-01-01844
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01172
Total of all active and inactive participants2018-01-011,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,017
Number of participants with account balances2018-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,008
Total number of active participants reported on line 7a of the Form 55002017-01-01841
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01158
Total of all active and inactive participants2017-01-01999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01999
Number of participants with account balances2017-01-01864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,052
Total number of active participants reported on line 7a of the Form 55002016-01-01842
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01153
Total of all active and inactive participants2016-01-01995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01996
Number of participants with account balances2016-01-01844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,025
Total number of active participants reported on line 7a of the Form 55002015-01-01826
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01226
Total of all active and inactive participants2015-01-011,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,052
Number of participants with account balances2015-01-01902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0146
2014: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01996
Total number of active participants reported on line 7a of the Form 55002014-01-01820
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01190
Total of all active and inactive participants2014-01-011,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,010
Number of participants with account balances2014-01-01859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0133
2013: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01914
Total number of active participants reported on line 7a of the Form 55002013-01-01833
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01150
Total of all active and inactive participants2013-01-01983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01983
Number of participants with account balances2013-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0137
2012: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01907
Total number of active participants reported on line 7a of the Form 55002012-01-01789
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-01896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01897
Number of participants with account balances2012-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01878
Total number of active participants reported on line 7a of the Form 55002011-01-01755
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01138
Total of all active and inactive participants2011-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01894
Number of participants with account balances2011-01-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0146
2010: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01999
Total number of active participants reported on line 7a of the Form 55002010-01-01751
Number of other retired or separated participants entitled to future benefits2010-01-01119
Total of all active and inactive participants2010-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01870
Number of participants with account balances2010-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0144
2009: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01931
Total number of active participants reported on line 7a of the Form 55002009-01-01832
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01156
Total of all active and inactive participants2009-01-01992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01992
Number of participants with account balances2009-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0137

Financial Data on ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-835,499
Total unrealized appreciation/depreciation of assets2022-12-31$-835,499
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-20,416,534
Total loss/gain on sale of assets2022-12-31$-319,761
Total of all expenses incurred2022-12-31$8,745,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,592,472
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,851,871
Value of total assets at end of year2022-12-31$180,632,213
Value of total assets at beginning of year2022-12-31$209,794,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$152,947
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$71,501
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,497,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,436,527
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$234,500
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,269,033
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$613,223
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$816,491
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$805,617
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$152,947
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$3,238
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-29,161,953
Value of net assets at end of year (total assets less liabilities)2022-12-31$180,632,211
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$209,794,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$168,378,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$198,164,687
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$33,907
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$9,453
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$6,318,040
Value of interest in common/collective trusts at beginning of year2022-12-31$4,833,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,987,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,830,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,830,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$28,141
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$49,193
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-39,787,880
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$105,900
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$6,777,221
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$9,250
Income. Dividends from common stock2022-12-31$51,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,592,472
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$147,952
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$213,612
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,899,827
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,935,395
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,604,437
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,924,198
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2022-12-31201717681
2021 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$525,488
Total unrealized appreciation/depreciation of assets2021-12-31$525,488
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$36,815,286
Total loss/gain on sale of assets2021-12-31$47,975
Total of all expenses incurred2021-12-31$13,619,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,451,263
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,941,517
Value of total assets at end of year2021-12-31$209,794,164
Value of total assets at beginning of year2021-12-31$186,598,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$167,976
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$46,759
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,374,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,333,746
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,857,520
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$816,491
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$857,529
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$936,839
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$167,976
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$23,196,047
Value of net assets at end of year (total assets less liabilities)2021-12-31$209,794,164
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$186,598,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$198,164,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$176,095,358
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$35,261
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$11,290
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$4,833,213
Value of interest in common/collective trusts at beginning of year2021-12-31$4,305,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,830,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,711,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,711,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$208
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,810,112
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$69,062
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$6,147,158
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$40,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,451,263
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$213,612
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$254,171
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,935,395
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,374,257
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$828,295
Aggregate carrying amount (costs) on sale of assets2021-12-31$780,320
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2021-12-31201717681
2020 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$663,731
Total unrealized appreciation/depreciation of assets2020-12-31$663,731
Total transfer of assets to this plan2020-12-31$369
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$37,379,232
Total loss/gain on sale of assets2020-12-31$-57,502
Total of all expenses incurred2020-12-31$12,374,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,244,797
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,880,058
Value of total assets at end of year2020-12-31$186,598,117
Value of total assets at beginning of year2020-12-31$161,592,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,664
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$71,221
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,579,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,539,913
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,567,572
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$857,529
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,058,468
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,824,932
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$129,664
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$25,004,771
Value of net assets at end of year (total assets less liabilities)2020-12-31$186,598,117
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$161,592,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$176,095,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$151,608,543
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$43,762
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$20,642
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$4,305,632
Value of interest in common/collective trusts at beginning of year2020-12-31$3,966,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,711,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,791,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,791,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,817
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$67,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,158,850
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$82,941
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$6,487,554
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$40,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,244,797
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$254,171
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$797,332
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,374,257
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,303,511
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,870,056
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,927,558
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2020-12-31201717681
2019 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$85,249
Total unrealized appreciation/depreciation of assets2019-12-31$85,249
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$39,049,729
Total loss/gain on sale of assets2019-12-31$-25
Total of all expenses incurred2019-12-31$10,817,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,595,413
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,096,267
Value of total assets at end of year2019-12-31$161,592,977
Value of total assets at beginning of year2019-12-31$133,360,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$221,935
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$20,457
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,895,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,892,936
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,315,454
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,058,468
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$13,772,660
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$669,318
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$221,935
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$28,232,381
Value of net assets at end of year (total assets less liabilities)2019-12-31$161,592,977
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$133,360,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$151,608,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$115,794,509
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$7,093
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$6,494
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$3,966,212
Value of interest in common/collective trusts at beginning of year2019-12-31$3,793,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,791,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,870
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$67,000
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,939,237
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$13,073
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$6,111,495
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$2,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,595,413
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$797,332
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,303,511
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$102,500
Aggregate carrying amount (costs) on sale of assets2019-12-31$102,525
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2019-12-31201717681
2018 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$70,168
Total income from all sources (including contributions)2018-12-31$-4,690,190
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,531,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,306,079
Value of total corrective distributions2018-12-31$3,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,860,938
Value of total assets at end of year2018-12-31$133,360,596
Value of total assets at beginning of year2018-12-31$145,652,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$222,782
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,203,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,203,186
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$55,652
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,160,884
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$13,772,660
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,228,901
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$649,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$70,168
Other income not declared elsewhere2018-12-31$1,352,739
Administrative expenses (other) incurred2018-12-31$-15,012
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$1,759,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,222,051
Value of net assets at end of year (total assets less liabilities)2018-12-31$133,360,596
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$145,582,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$115,794,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$126,510,181
Value of interest in common/collective trusts at end of year2018-12-31$3,793,427
Value of interest in common/collective trusts at beginning of year2018-12-31$3,031,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,173,606
Net investment gain or loss from common/collective trusts2018-12-31$66,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,050,291
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5,782,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,306,079
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$326,250
Contract administrator fees2018-12-31$202,794
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,959,109
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2018-12-31201717681
2017 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$70,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$46,348
Total income from all sources (including contributions)2017-12-31$29,989,106
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,812,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,600,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,965,740
Value of total assets at end of year2017-12-31$145,652,815
Value of total assets at beginning of year2017-12-31$121,451,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$211,749
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,645,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,645,568
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$55,652
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,018,039
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,228,901
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,541,477
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$163,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$70,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$46,348
Administrative expenses (other) incurred2017-12-31$85,891
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$1,759,031
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$24,177,097
Value of net assets at end of year (total assets less liabilities)2017-12-31$145,582,647
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$121,405,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$62
Investment advisory and management fees2017-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$126,510,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$104,916,517
Value of interest in common/collective trusts at end of year2017-12-31$3,031,328
Value of interest in common/collective trusts at beginning of year2017-12-31$3,880,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$2,061,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,322,743
Net investment gain or loss from common/collective trusts2017-12-31$55,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,784,069
Employer contributions (assets) at end of year2017-12-31$5,782,363
Employer contributions (assets) at beginning of year2017-12-31$5,512,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,600,260
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$326,250
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$90,858
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,959,109
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,540,537
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2017-12-31201717681
2016 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$46,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,967
Total income from all sources (including contributions)2016-12-31$17,417,145
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,198,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,030,945
Value of total corrective distributions2016-12-31$829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,032,582
Value of total assets at end of year2016-12-31$121,451,898
Value of total assets at beginning of year2016-12-31$110,211,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$167,049
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,909,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,909,148
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,776,776
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,541,477
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,147,743
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$743,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$46,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$23,967
Other income not declared elsewhere2016-12-31$1,263,347
Administrative expenses (other) incurred2016-12-31$30,915
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,218,322
Value of net assets at end of year (total assets less liabilities)2016-12-31$121,405,550
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$110,187,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$62
Assets. partnership/joint venture interests at beginning of year2016-12-31$1,320
Investment advisory and management fees2016-12-31$40,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$104,916,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$94,863,837
Value of interest in common/collective trusts at end of year2016-12-31$3,880,106
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,616,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,616,639
Asset value of US Government securities at end of year2016-12-31$2,061,106
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,183,866
Net investment gain or loss from common/collective trusts2016-12-31$28,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,512,093
Employer contributions (assets) at end of year2016-12-31$5,512,093
Employer contributions (assets) at beginning of year2016-12-31$5,160,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,030,945
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$95,435
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,540,537
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,420,846
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2016-12-31201717681
2015 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,904
Total income from all sources (including contributions)2015-12-31$8,276,327
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,254,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,125,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,382,507
Value of total assets at end of year2015-12-31$110,211,195
Value of total assets at beginning of year2015-12-31$105,178,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$129,331
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,658,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,658,894
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,591,465
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,147,743
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,670,827
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$630,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$23,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$306
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$12,904
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$24,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,021,904
Value of net assets at end of year (total assets less liabilities)2015-12-31$110,187,228
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$105,165,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$1,320
Assets. partnership/joint venture interests at beginning of year2015-12-31$14,417
Investment advisory and management fees2015-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$94,863,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$91,215,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,616,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,074,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,074,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,765,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,160,810
Employer contributions (assets) at end of year2015-12-31$5,160,810
Employer contributions (assets) at beginning of year2015-12-31$4,875,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,125,092
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$971,635
Contract administrator fees2015-12-31$94,025
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,420,846
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,331,656
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2015-12-31201717681
2014 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$175,376
Total income from all sources (including contributions)2014-12-31$14,548,021
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,042,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,940,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,244,663
Value of total assets at end of year2014-12-31$105,178,228
Value of total assets at beginning of year2014-12-31$96,834,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$101,903
Total interest from all sources2014-12-31$333
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,159,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,159,386
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,269,542
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,670,827
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$625,894
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$100,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$150
Administrative expenses (other) incurred2014-12-31$5,318
Liabilities. Value of operating payables at end of year2014-12-31$12,904
Liabilities. Value of operating payables at beginning of year2014-12-31$19,795
Total non interest bearing cash at end of year2014-12-31$24,708
Total non interest bearing cash at beginning of year2014-12-31$3,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,505,720
Value of net assets at end of year (total assets less liabilities)2014-12-31$105,165,324
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$96,659,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$14,417
Assets. partnership/joint venture interests at beginning of year2014-12-31$253,650
Investment advisory and management fees2014-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$91,215,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$84,336,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,074,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,804,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,804,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,143,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,874,744
Employer contributions (assets) at end of year2014-12-31$4,875,283
Employer contributions (assets) at beginning of year2014-12-31$5,014,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,940,398
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$971,635
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$241,597
Contract administrator fees2014-12-31$61,585
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,331,656
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,555,114
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$155,581
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2014-12-31201717681
2013 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$175,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$787,488
Total income from all sources (including contributions)2013-12-31$20,623,482
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,456,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,344,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,374,549
Value of total assets at end of year2013-12-31$96,834,980
Value of total assets at beginning of year2013-12-31$81,279,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$111,308
Total interest from all sources2013-12-31$1,150
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,266,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,266,117
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,088,299
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$55,698
Assets. Other investments not covered elsewhere at end of year2013-12-31$625,894
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$497,754
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$360,194
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$488,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$307
Liabilities. Value of operating payables at end of year2013-12-31$19,795
Liabilities. Value of operating payables at beginning of year2013-12-31$16,711
Total non interest bearing cash at end of year2013-12-31$3,445
Total non interest bearing cash at beginning of year2013-12-31$1,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$16,167,314
Value of net assets at end of year (total assets less liabilities)2013-12-31$96,659,604
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$80,492,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$253,650
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$84,336,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$69,066,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,804,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,731,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,731,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,981,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,926,056
Employer contributions (assets) at end of year2013-12-31$5,014,635
Employer contributions (assets) at beginning of year2013-12-31$5,049,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,856,021
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$241,597
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$331,593
Contract administrator fees2013-12-31$76,001
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,555,114
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$545,600
Liabilities. Value of benefit claims payable at end of year2013-12-31$155,581
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$770,777
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2013-12-31201717681
2012 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$787,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$76,602
Total income from all sources (including contributions)2012-12-31$17,352,943
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,823,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,731,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,160,149
Value of total assets at end of year2012-12-31$81,279,778
Value of total assets at beginning of year2012-12-31$70,039,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$91,415
Total interest from all sources2012-12-31$493
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,247,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,247,097
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,021,314
Participant contributions at end of year2012-12-31$55,698
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$497,754
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$458,132
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$91,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11,583
Other income not declared elsewhere2012-12-31$5,280
Liabilities. Value of operating payables at end of year2012-12-31$16,711
Liabilities. Value of operating payables at beginning of year2012-12-31$13,773
Total non interest bearing cash at end of year2012-12-31$1,118
Total non interest bearing cash at beginning of year2012-12-31$31,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,529,808
Value of net assets at end of year (total assets less liabilities)2012-12-31$80,492,290
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$69,962,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$91,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$69,066,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$60,255,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,731,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,127,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,127,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,939,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,047,411
Employer contributions (assets) at end of year2012-12-31$5,049,411
Employer contributions (assets) at beginning of year2012-12-31$4,448,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,731,720
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$331,593
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$297,222
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$545,600
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$421,785
Liabilities. Value of benefit claims payable at end of year2012-12-31$770,777
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$51,246
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2012-12-31201717681
2011 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$76,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$129,573
Total income from all sources (including contributions)2011-12-31$4,272,650
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,002,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,898,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,342,234
Value of total assets at end of year2011-12-31$70,039,084
Value of total assets at beginning of year2011-12-31$68,822,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$104,068
Total interest from all sources2011-12-31$270
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,221,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,221,210
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,783,388
Assets. Other investments not covered elsewhere at end of year2011-12-31$458,132
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$124,712
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$111,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$39,107
Administrative expenses (other) incurred2011-12-31$3,547
Liabilities. Value of operating payables at end of year2011-12-31$13,773
Liabilities. Value of operating payables at beginning of year2011-12-31$27,149
Total non interest bearing cash at end of year2011-12-31$31,029
Total non interest bearing cash at beginning of year2011-12-31$9,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,269,883
Value of net assets at end of year (total assets less liabilities)2011-12-31$69,962,482
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$68,692,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$66,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$60,255,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$59,832,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,127,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,265,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,265,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,291,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,447,679
Employer contributions (assets) at end of year2011-12-31$4,448,050
Employer contributions (assets) at beginning of year2011-12-31$4,414,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,898,699
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$297,222
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$117,386
Contract administrator fees2011-12-31$34,304
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$421,785
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$57,183
Liabilities. Value of benefit claims payable at end of year2011-12-31$51,246
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$63,317
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2011-12-31201717681
2010 : ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$129,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$37,493
Total income from all sources (including contributions)2010-12-31$14,883,752
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,477,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,314,626
Value of total corrective distributions2010-12-31$49,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,050,867
Value of total assets at end of year2010-12-31$68,822,172
Value of total assets at beginning of year2010-12-31$60,324,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$113,256
Total interest from all sources2010-12-31$537
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,814,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,814,949
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,631,385
Participant contributions at beginning of year2010-12-31$20,204
Assets. Other investments not covered elsewhere at end of year2010-12-31$124,712
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,731
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$36,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$39,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$24,157
Other income not declared elsewhere2010-12-31$294,205
Administrative expenses (other) incurred2010-12-31$45,478
Liabilities. Value of operating payables at end of year2010-12-31$27,149
Total non interest bearing cash at end of year2010-12-31$9,169
Total non interest bearing cash at beginning of year2010-12-31$3,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,405,945
Value of net assets at end of year (total assets less liabilities)2010-12-31$68,692,599
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$60,286,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$67,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$59,832,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$51,183,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,265,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,796,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,796,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,723,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,382,711
Employer contributions (assets) at end of year2010-12-31$4,414,991
Employer contributions (assets) at beginning of year2010-12-31$4,260,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,314,626
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$117,386
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$57,183
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$48,057
Liabilities. Value of benefit claims payable at end of year2010-12-31$63,317
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$13,336
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2010-12-31201717681

Form 5500 Responses for ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN

2022: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORTHOPAEDICS INDIANAPOLIS, P.C. PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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