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ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN
Plan identification number 003

ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

ORA ORTHOPEDICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ORA ORTHOPEDICS, P.C.
Employer identification number (EIN):362691642
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01KEN BROCKMAN2023-09-11
0032021-01-01KEN BROCKMAN2022-10-10
0032020-01-01KEN BROCKMAN2021-09-30
0032019-01-01KEN BROCKMAN2020-09-11
0032018-01-01KEN BROCKMAN2019-09-12
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01KEN BROCKMAN
0032013-01-01KEN BROCKMAN
0032012-01-01KEN BROCKMAN
0032011-01-01KENNETH H. BROCKMAN
0032009-01-01NANCY MANARY
0032009-01-01NANCY MANARY
0032009-01-01NANCY MANARY

Plan Statistics for ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN

401k plan membership statisitcs for ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN

Measure Date Value
2022: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01422
Total number of active participants reported on line 7a of the Form 55002022-01-01300
Number of retired or separated participants receiving benefits2022-01-0147
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01391
Number of participants with account balances2022-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01401
Total number of active participants reported on line 7a of the Form 55002021-01-01294
Number of retired or separated participants receiving benefits2021-01-0168
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01399
Number of participants with account balances2021-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01371
Total number of active participants reported on line 7a of the Form 55002020-01-01293
Number of retired or separated participants receiving benefits2020-01-0162
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01372
Number of participants with account balances2020-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01333
Total number of active participants reported on line 7a of the Form 55002019-01-01282
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01342
Number of participants with account balances2019-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01338
Total number of active participants reported on line 7a of the Form 55002018-01-01263
Number of retired or separated participants receiving benefits2018-01-0121
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01303
Number of participants with account balances2018-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01319
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-0149
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01318
Number of participants with account balances2017-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01288
Total number of active participants reported on line 7a of the Form 55002016-01-01227
Number of retired or separated participants receiving benefits2016-01-0136
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01286
Number of participants with account balances2016-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01255
Number of participants with account balances2015-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01272
Total number of active participants reported on line 7a of the Form 55002014-01-01232
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01259
Number of participants with account balances2014-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01226
Total number of active participants reported on line 7a of the Form 55002013-01-01217
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01252
Number of participants with account balances2013-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01229
Total number of active participants reported on line 7a of the Form 55002012-01-01205
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01221
Number of participants with account balances2012-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01215
Total number of active participants reported on line 7a of the Form 55002011-01-01188
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01221
Number of participants with account balances2011-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01212
Total number of active participants reported on line 7a of the Form 55002009-01-01193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01215
Number of participants with account balances2009-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN

Measure Date Value
2022 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$762,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$39,429
Total income from all sources (including contributions)2022-12-31$-5,396,332
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,398,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,289,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,798,182
Value of total assets at end of year2022-12-31$56,545,108
Value of total assets at beginning of year2022-12-31$62,616,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$109,097
Total interest from all sources2022-12-31$3,531
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,410,619
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$1,410,619
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,562,896
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$13,113,815
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,006,587
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,414,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$62,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$762,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$39,429
Other income not declared elsewhere2022-12-31$-39,309
Administrative expenses (other) incurred2022-12-31$109,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,794,582
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,782,750
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$62,577,332
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,208,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,368,879
Value of interest in common/collective trusts at end of year2022-12-31$236,605
Value of interest in common/collective trusts at beginning of year2022-12-31$356,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,103,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$92,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$92,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,569,355
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
Contributions received in cash from employer2022-12-31$1,820,808
Employer contributions (assets) at end of year2022-12-31$1,820,471
Employer contributions (assets) at beginning of year2022-12-31$1,792,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,289,153
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2022-12-31411360831
2021 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$39,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$47,536
Total income from all sources (including contributions)2021-12-31$9,169,535
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,250,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,117,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,601,901
Value of total assets at end of year2021-12-31$62,616,761
Value of total assets at beginning of year2021-12-31$59,705,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$132,723
Total interest from all sources2021-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,116,464
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$2,116,464
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,496,517
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$15,006,587
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,578,079
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$313,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$39,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$47,536
Other income not declared elsewhere2021-12-31$-16,564
Administrative expenses (other) incurred2021-12-31$132,723
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
Value of net income/loss2021-12-31$2,919,401
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,577,332
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$59,657,931
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$45,368,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,855,687
Value of interest in common/collective trusts at end of year2021-12-31$356,970
Value of interest in common/collective trusts at beginning of year2021-12-31$373,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$92,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$233,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$233,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,467,699
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
Contributions received in cash from employer2021-12-31$1,792,136
Employer contributions (assets) at end of year2021-12-31$1,792,136
Employer contributions (assets) at beginning of year2021-12-31$1,664,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,117,411
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2021-12-31411360831
2020 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$43,560
Total income from all sources (including contributions)2020-12-31$15,464,026
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,079,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,999,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,976,095
Value of total assets at end of year2020-12-31$59,705,467
Value of total assets at beginning of year2020-12-31$47,316,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$79,582
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,141,510
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$1,141,510
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,317,343
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$45,835
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,578,079
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$11,005,262
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,994,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$47,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$43,560
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$79,582
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
Value of net income/loss2020-12-31$12,384,787
Value of net assets at end of year (total assets less liabilities)2020-12-31$59,657,931
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,273,144
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$42,855,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,273,361
Interest earned on other investments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$373,715
Value of interest in common/collective trusts at beginning of year2020-12-31$333,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$233,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$54,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$54,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,346,421
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
Contributions received in cash from employer2020-12-31$1,664,284
Employer contributions (assets) at end of year2020-12-31$1,664,284
Employer contributions (assets) at beginning of year2020-12-31$1,604,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,999,657
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2020-12-31411360831
2019 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$49,950
Total income from all sources (including contributions)2019-12-31$12,917,296
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,961,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,855,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,503,737
Value of total assets at end of year2019-12-31$47,316,704
Value of total assets at beginning of year2019-12-31$42,367,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$105,906
Total interest from all sources2019-12-31$2,006
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,341,515
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$1,341,515
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,283,275
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$45,835
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,005,262
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$12,918,446
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$618,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$43,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$49,950
Administrative expenses (other) incurred2019-12-31$105,906
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
Value of net income/loss2019-12-31$4,955,649
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,273,144
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,317,495
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,273,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,467,060
Interest earned on other investments2019-12-31$2,006
Value of interest in common/collective trusts at end of year2019-12-31$333,524
Value of interest in common/collective trusts at beginning of year2019-12-31$425,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$54,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$62,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$62,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,070,038
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
Contributions received in cash from employer2019-12-31$1,601,540
Employer contributions (assets) at end of year2019-12-31$1,604,641
Employer contributions (assets) at beginning of year2019-12-31$1,494,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,855,741
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2019-12-31411360831
2018 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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$49,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$38,402
Total income from all sources (including contributions)2018-12-31$-521,586
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,477,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,377,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,896,999
Value of total assets at end of year2018-12-31$42,367,445
Value of total assets at beginning of year2018-12-31$45,355,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,025
Total interest from all sources2018-12-31$2,006
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,904,697
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$1,904,697
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,228,696
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$41,644
Assets. Other investments not covered elsewhere at end of year2018-12-31$12,918,446
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$13,861,085
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$174,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$49,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$38,402
Other income not declared elsewhere2018-12-31$-17,633
Administrative expenses (other) incurred2018-12-31$100,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,999,286
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,317,495
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,316,781
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,467,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,410,412
Interest earned on other investments2018-12-31$2,006
Value of interest in common/collective trusts at end of year2018-12-31$425,323
Value of interest in common/collective trusts at beginning of year2018-12-31$572,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$62,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,307,655
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$1,494,133
Employer contributions (assets) at end of year2018-12-31$1,494,133
Employer contributions (assets) at beginning of year2018-12-31$1,457,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,377,675
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 name2018-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2018-12-31411360831
2017 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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$38,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$40,646
Total income from all sources (including contributions)2017-12-31$9,704,454
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,924,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,843,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,122,997
Value of total assets at end of year2017-12-31$45,355,183
Value of total assets at beginning of year2017-12-31$37,577,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$80,846
Total interest from all sources2017-12-31$2,006
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,478,386
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$1,478,386
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,157,610
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$41,644
Participant contributions at beginning of year2017-12-31$41,352
Assets. Other investments not covered elsewhere at end of year2017-12-31$13,861,085
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$11,012,370
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$501,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$38,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$40,646
Administrative expenses (other) incurred2017-12-31$80,846
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$7,780,140
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,316,781
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,536,641
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,410,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,174,700
Value of interest in common/collective trusts at end of year2017-12-31$572,529
Value of interest in common/collective trusts at beginning of year2017-12-31$586,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,401,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,401,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,101,065
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$1,464,103
Employer contributions (assets) at end of year2017-12-31$1,457,589
Employer contributions (assets) at beginning of year2017-12-31$1,361,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,843,468
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 name2017-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2017-12-31411360831
2016 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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$40,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$59,558
Total income from all sources (including contributions)2016-12-31$5,007,629
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,846,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,762,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,605,186
Value of total assets at end of year2016-12-31$37,577,287
Value of total assets at beginning of year2016-12-31$38,435,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$84,028
Total interest from all sources2016-12-31$78
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,013,298
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$1,013,298
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,095,393
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$718
Participant contributions at end of year2016-12-31$41,352
Participant contributions at beginning of year2016-12-31$23,727
Assets. Other investments not covered elsewhere at end of year2016-12-31$11,012,370
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$14,300,172
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$141,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$40,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$59,558
Administrative expenses (other) incurred2016-12-31$84,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-838,857
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,536,641
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,375,498
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,174,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,117,080
Interest on participant loans2016-12-31$19
Value of interest in common/collective trusts at end of year2016-12-31$586,304
Value of interest in common/collective trusts at beginning of year2016-12-31$383,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,401,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$203,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$203,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,389,067
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$1,368,055
Employer contributions (assets) at end of year2016-12-31$1,361,541
Employer contributions (assets) at beginning of year2016-12-31$1,406,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,762,458
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 name2016-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2016-12-31411360831
2015 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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$59,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$65,440
Total income from all sources (including contributions)2015-12-31$2,007,480
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,142,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,013,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,518,635
Value of total assets at end of year2015-12-31$38,435,056
Value of total assets at beginning of year2015-12-31$45,575,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$128,591
Total interest from all sources2015-12-31$183
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,512,100
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$1,512,100
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,107,054
Participant contributions at end of year2015-12-31$718
Participant contributions at beginning of year2015-12-31$1,961
Participant contributions at end of year2015-12-31$23,727
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$14,300,172
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$19,835,396
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$68
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$59,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$65,440
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$128,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,134,912
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,375,498
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,510,410
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,117,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,845,242
Interest on participant loans2015-12-31$124
Value of interest in common/collective trusts at end of year2015-12-31$383,358
Value of interest in common/collective trusts at beginning of year2015-12-31$546,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$203,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$214,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$214,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,023,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,406,671
Employer contributions (assets) at end of year2015-12-31$1,406,671
Employer contributions (assets) at beginning of year2015-12-31$1,132,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,013,801
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 name2015-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2015-12-31411360831
2014 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$700,135
Total unrealized appreciation/depreciation of assets2014-12-31$700,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$65,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$137,690
Total income from all sources (including contributions)2014-12-31$5,059,297
Total loss/gain on sale of assets2014-12-31$372,528
Total of all expenses incurred2014-12-31$4,892,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,726,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,239,182
Value of total assets at end of year2014-12-31$45,575,850
Value of total assets at beginning of year2014-12-31$45,480,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$165,088
Total interest from all sources2014-12-31$351
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,741,122
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$1,741,122
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$1,049,287
Participant contributions at end of year2014-12-31$1,961
Participant contributions at beginning of year2014-12-31$8,681
Assets. Other investments not covered elsewhere at end of year2014-12-31$19,835,396
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$18,802,706
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$57,358
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$68
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$65,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$137,690
Administrative expenses (other) incurred2014-12-31$3,292
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$167,273
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,510,410
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,343,137
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
Investment advisory and management fees2014-12-31$161,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,845,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,909,860
Interest on participant loans2014-12-31$295
Value of interest in common/collective trusts at end of year2014-12-31$546,572
Value of interest in common/collective trusts at beginning of year2014-12-31$647,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$214,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$183,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$183,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$56
Net investment gain or loss from common/collective trusts2014-12-31$5,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,132,537
Employer contributions (assets) at end of year2014-12-31$1,132,226
Employer contributions (assets) at beginning of year2014-12-31$928,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,726,936
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
Aggregate proceeds on sale of assets2014-12-31$18,067,906
Aggregate carrying amount (costs) on sale of assets2014-12-31$17,695,378
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 name2014-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2014-12-31411360831
2013 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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$137,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,371,696
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,048,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$985,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,287,139
Value of total assets at end of year2013-12-31$45,480,827
Value of total assets at beginning of year2013-12-31$35,020,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$63,742
Total interest from all sources2013-12-31$1,238
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,406,849
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$1,406,849
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$909,701
Participant contributions at end of year2013-12-31$8,681
Participant contributions at beginning of year2013-12-31$40,762
Assets. Other investments not covered elsewhere at end of year2013-12-31$18,802,706
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$10,130,477
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$60,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$137,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$12,941
Administrative expenses (other) incurred2013-12-31$30,164
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$27,913
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$10,322,894
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,343,137
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,020,243
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
Investment advisory and management fees2013-12-31$33,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,909,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,353,825
Interest on participant loans2013-12-31$1,119
Value of interest in common/collective trusts at end of year2013-12-31$647,625
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$183,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,693,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,693,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,663,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$1,316,908
Employer contributions (assets) at end of year2013-12-31$928,565
Employer contributions (assets) at beginning of year2013-12-31$773,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$985,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31OLSEN THIELEN & CO., LTD
Accountancy firm EIN2013-12-31411360831
2012 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,961,940
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,756,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,726,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,188,579
Value of total assets at end of year2012-12-31$35,020,243
Value of total assets at beginning of year2012-12-31$33,814,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,269
Total interest from all sources2012-12-31$4,516
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$975,836
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$975,836
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$797,785
Participant contributions at end of year2012-12-31$40,762
Participant contributions at beginning of year2012-12-31$97,547
Assets. Other investments not covered elsewhere at end of year2012-12-31$10,130,477
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$11,195,962
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$56,404
Other income not declared elsewhere2012-12-31$1,088,918
Total non interest bearing cash at end of year2012-12-31$27,913
Total non interest bearing cash at beginning of year2012-12-31$68
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$1,205,826
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,020,243
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,814,417
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$29,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,353,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,802,716
Interest on participant loans2012-12-31$4,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,693,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,704,091
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$1,334,390
Employer contributions (assets) at end of year2012-12-31$773,358
Employer contributions (assets) at beginning of year2012-12-31$717,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,726,845
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 name2012-12-31HOGAN-HANSEN P.C.
Accountancy firm EIN2012-12-31420991212
2011 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$527,141
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,081,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,035,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,840,102
Value of total assets at end of year2011-12-31$33,814,417
Value of total assets at beginning of year2011-12-31$36,368,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45,502
Total interest from all sources2011-12-31$7,249
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$365,377
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$365,377
Administrative expenses professional fees incurred2011-12-31$23,791
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$669,871
Participant contributions at end of year2011-12-31$97,547
Participant contributions at beginning of year2011-12-31$147,005
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,195,962
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$13,242,117
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,082
Other income not declared elsewhere2011-12-31$-605,722
Total non interest bearing cash at end of year2011-12-31$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,554,150
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,814,417
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,368,567
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$21,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,802,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,326,544
Interest on participant loans2011-12-31$7,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,079,865
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$1,164,149
Employer contributions (assets) at end of year2011-12-31$717,756
Employer contributions (assets) at beginning of year2011-12-31$649,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,035,789
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 name2011-12-31HONKAMP KRUEGER & CO. P.C.
Accountancy firm EIN2011-12-31420946155
2010 : ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$447
Total income from all sources (including contributions)2010-12-31$6,465,130
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,046,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$988,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,886,840
Value of total assets at end of year2010-12-31$36,368,567
Value of total assets at beginning of year2010-12-31$30,950,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$57,825
Total interest from all sources2010-12-31$11,836
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$338,540
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$338,540
Administrative expenses professional fees incurred2010-12-31$16,285
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$700,172
Participant contributions at end of year2010-12-31$147,005
Participant contributions at beginning of year2010-12-31$207,002
Assets. Other investments not covered elsewhere at end of year2010-12-31$13,242,117
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$11,305,521
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,339
Other income not declared elsewhere2010-12-31$1,978,135
Liabilities. Value of operating payables at beginning of year2010-12-31$447
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$5,418,524
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,368,567
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,950,043
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$41,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,326,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,683,703
Interest on participant loans2010-12-31$11,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$49,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$49,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,249,779
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$1,166,329
Employer contributions (assets) at end of year2010-12-31$649,472
Employer contributions (assets) at beginning of year2010-12-31$705,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$988,781
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 name2010-12-31DOYLE & KEENAN, P.C.
Accountancy firm EIN2010-12-31421363116

Form 5500 Responses for ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN

2022: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS 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
2009: ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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