401k Plan data: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN plan

ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN
Plan identification number	004

ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

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. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2018-01-01
004 2017-01-01 KENNETH H. BROCKMAN KENNETH H. BROCKMAN 2018-09-11
004 2016-01-01 KENNETH H. BROCKMAN KENNETH H. BROCKMAN 2017-10-06
004 2015-01-01 KENNETH H. BROCKMAN KENNETH H. BROCKMAN 2016-09-30
004 2014-01-01 KENNETH H. BROCKMAN KENNETH H. BROCKMAN 2015-10-08
004 2014-01-01 KENNETH H. BROCKMAN KENNETH H. BROCKMAN 2016-09-17
004 2013-01-01 KENNETH H. BROCKMAN KENNETH H. BROCKMAN 2014-09-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2018-01-01
004	2017-01-01	KENNETH H. BROCKMAN	KENNETH H. BROCKMAN	2018-09-11
004	2016-01-01	KENNETH H. BROCKMAN	KENNETH H. BROCKMAN	2017-10-06
004	2015-01-01	KENNETH H. BROCKMAN	KENNETH H. BROCKMAN	2016-09-30
004	2014-01-01	KENNETH H. BROCKMAN	KENNETH H. BROCKMAN	2015-10-08
004	2014-01-01	KENNETH H. BROCKMAN	KENNETH H. BROCKMAN	2016-09-17
004	2013-01-01	KENNETH H. BROCKMAN	KENNETH H. BROCKMAN	2014-09-12

Plan Statistics for ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN

Measure Date Value
2020: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 13,514,096
Acturial value of plan assets 2020-12-31 13,514,096
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 33
Fundng target for terminated vested participants 2020-12-31 128,624
Active participant vested funding target 2020-12-31 9,534,581
Number of active participants 2020-12-31 309
Total funding liabilities for active participants 2020-12-31 9,606,913
Total participant count 2020-12-31 342
Total funding target for all participants 2020-12-31 9,735,537
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 1,419,857
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1,499,937
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 10,370,452
Acturial value of plan assets 2019-12-31 10,370,452
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 22
Fundng target for terminated vested participants 2019-12-31 84,659
Active participant vested funding target 2019-12-31 7,803,990
Number of active participants 2019-12-31 291
Total funding liabilities for active participants 2019-12-31 7,829,405
Total participant count 2019-12-31 313
Total funding target for all participants 2019-12-31 7,914,064
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 2,131,590
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 2,255,009
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 1,549,532
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 1,419,857
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 1,297,080
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,419,857
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 280
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 8,594,265
Acturial value of plan assets 2018-12-31 8,594,265
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 22
Fundng target for terminated vested participants 2018-12-31 72,997
Active participant vested funding target 2018-12-31 6,037,682
Number of active participants 2018-12-31 264
Total funding liabilities for active participants 2018-12-31 6,068,413
Total participant count 2018-12-31 286
Total funding target for all participants 2018-12-31 6,141,410
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 1,029,211
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,090,346
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 2,303,867
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 2,131,590
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 1,215,303
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 2,131,590
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 262
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 6,574,168
Acturial value of plan assets 2017-12-31 6,574,168
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 20
Fundng target for terminated vested participants 2017-12-31 63,553
Active participant vested funding target 2017-12-31 4,473,143
Number of active participants 2017-12-31 243
Total funding liabilities for active participants 2017-12-31 4,505,728
Total participant count 2017-12-31 263
Total funding target for all participants 2017-12-31 4,569,281
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 1,319,301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1,399,778
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 1,115,276
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 1,029,211
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 1,179,672
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,029,211
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 247
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 5,122,297
Acturial value of plan assets 2016-12-31 5,122,297
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 33
Fundng target for terminated vested participants 2016-12-31 275,652
Active participant vested funding target 2016-12-31 3,101,575
Number of active participants 2016-12-31 232
Total funding liabilities for active participants 2016-12-31 3,118,554
Total participant count 2016-12-31 265
Total funding target for all participants 2016-12-31 3,394,206
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 1,726,314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,764,234
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 1,439,152
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 1,319,301
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 1,604,850
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,319,301
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 227
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 211
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 238
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 216
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2020: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	13,514,096
Acturial value of plan assets	2020-12-31	13,514,096
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	33
Fundng target for terminated vested participants	2020-12-31	128,624
Active participant vested funding target	2020-12-31	9,534,581
Number of active participants	2020-12-31	309
Total funding liabilities for active participants	2020-12-31	9,606,913
Total participant count	2020-12-31	342
Total funding target for all participants	2020-12-31	9,735,537
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	1,419,857
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,499,937
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	10,370,452
Acturial value of plan assets	2019-12-31	10,370,452
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	22
Fundng target for terminated vested participants	2019-12-31	84,659
Active participant vested funding target	2019-12-31	7,803,990
Number of active participants	2019-12-31	291
Total funding liabilities for active participants	2019-12-31	7,829,405
Total participant count	2019-12-31	313
Total funding target for all participants	2019-12-31	7,914,064
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	2,131,590
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	2,255,009
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	1,549,532
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	1,419,857
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	1,297,080
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,419,857
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	280
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	8,594,265
Acturial value of plan assets	2018-12-31	8,594,265
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	22
Fundng target for terminated vested participants	2018-12-31	72,997
Active participant vested funding target	2018-12-31	6,037,682
Number of active participants	2018-12-31	264
Total funding liabilities for active participants	2018-12-31	6,068,413
Total participant count	2018-12-31	286
Total funding target for all participants	2018-12-31	6,141,410
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	1,029,211
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,090,346
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	2,303,867
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	2,131,590
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	1,215,303
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	2,131,590
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	262
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	6,574,168
Acturial value of plan assets	2017-12-31	6,574,168
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	20
Fundng target for terminated vested participants	2017-12-31	63,553
Active participant vested funding target	2017-12-31	4,473,143
Number of active participants	2017-12-31	243
Total funding liabilities for active participants	2017-12-31	4,505,728
Total participant count	2017-12-31	263
Total funding target for all participants	2017-12-31	4,569,281
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	1,319,301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,399,778
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	1,115,276
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	1,029,211
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	1,179,672
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,029,211
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	247
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	5,122,297
Acturial value of plan assets	2016-12-31	5,122,297
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	33
Fundng target for terminated vested participants	2016-12-31	275,652
Active participant vested funding target	2016-12-31	3,101,575
Number of active participants	2016-12-31	232
Total funding liabilities for active participants	2016-12-31	3,118,554
Total participant count	2016-12-31	265
Total funding target for all participants	2016-12-31	3,394,206
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	1,726,314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,764,234
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	1,439,152
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	1,319,301
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	1,604,850
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,319,301
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	227
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	211
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	238
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	216
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN

Measure	Date	Value
2020 : ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$92,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,627
Total income from all sources (including contributions)	2020-12-31	$-76,913
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$13,489,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$13,396,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$92,902
Value of total assets at beginning of year	2020-12-31	$13,571,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$92,902
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$92,902
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$92,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$5,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-13,566,186
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,566,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$92,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,022,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-76,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$1,549,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$13,396,371
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	OLSEN THIELEN & CO., LTD.
Accountancy firm EIN	2020-12-31	411360831
2019 : ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,403,455
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,403,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,597
Total income from all sources (including contributions)	2019-12-31	$3,208,141
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$66,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$66,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,549,533
Value of total assets at end of year	2019-12-31	$13,571,813
Value of total assets at beginning of year	2019-12-31	$10,430,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$255,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$255,153
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$5,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$5,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,141,280
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,566,186
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,424,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,022,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,126,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,549,533
Employer contributions (assets) at end of year	2019-12-31	$1,549,533
Employer contributions (assets) at beginning of year	2019-12-31	$2,303,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$66,861
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	OLSEN THIELEN & CO., LTD
Accountancy firm EIN	2019-12-31	411360831
2018 : ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-452,622
Total unrealized appreciation/depreciation of assets	2018-12-31	$-452,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$5,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,796
Total income from all sources (including contributions)	2018-12-31	$1,851,245
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$49,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$49,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,303,867
Value of total assets at end of year	2018-12-31	$10,430,503
Value of total assets at beginning of year	2018-12-31	$8,626,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$5,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$3,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,801,915
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,424,906
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,622,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,126,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,511,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,303,867
Employer contributions (assets) at end of year	2018-12-31	$2,303,867
Employer contributions (assets) at beginning of year	2018-12-31	$1,115,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$49,330
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	OLSEN THIELEN & CO., LTD.
Accountancy firm EIN	2018-12-31	411360831
2017 : ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$959,773
Total unrealized appreciation/depreciation of assets	2017-12-31	$959,773
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,771
Total income from all sources (including contributions)	2017-12-31	$2,075,049
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$69,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$69,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,115,276
Value of total assets at end of year	2017-12-31	$8,626,787
Value of total assets at beginning of year	2017-12-31	$6,621,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$3,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$3,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,005,678
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,622,991
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,617,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,511,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,178,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,115,276
Employer contributions (assets) at end of year	2017-12-31	$1,115,276
Employer contributions (assets) at beginning of year	2017-12-31	$1,439,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$69,371
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	OLSEN THIELEN & CO., LTD.
Accountancy firm EIN	2017-12-31	411360831
2016 : ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$303,120
Total unrealized appreciation/depreciation of assets	2016-12-31	$303,120
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,871,164
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$413,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$404,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,439,152
Value of total assets at end of year	2016-12-31	$6,621,084
Value of total assets at beginning of year	2016-12-31	$5,159,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,711
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$128,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$128,892
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,560,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$3,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,457,459
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,617,313
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,159,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$8,711
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,178,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,236,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$3,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$97,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$97,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,439,152
Employer contributions (assets) at end of year	2016-12-31	$1,439,152
Employer contributions (assets) at beginning of year	2016-12-31	$1,264,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$404,994
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	OLSEN THIELEN & CO., LTD.
Accountancy firm EIN	2016-12-31	411360831
2015 : ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-162,106
Total unrealized appreciation/depreciation of assets	2015-12-31	$-162,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,812,999
Total loss/gain on sale of assets	2015-12-31	$-5
Total of all expenses incurred	2015-12-31	$48,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$40,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,864,993
Value of total assets at end of year	2015-12-31	$5,159,854
Value of total assets at beginning of year	2015-12-31	$3,395,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,291
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$110,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$110,117
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,560,709
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$995,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,764,816
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,159,854
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,395,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$7,291
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,236,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,024,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$97,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$29,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$29,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,864,993
Employer contributions (assets) at end of year	2015-12-31	$1,264,993
Employer contributions (assets) at beginning of year	2015-12-31	$345,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$40,892
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$-5
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	OLSEN THIELEN & CO., LTD.
Accountancy firm EIN	2015-12-31	411360831
2014 : ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-9,612
Total unrealized appreciation/depreciation of assets	2014-12-31	$-9,612
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,807,088
Total loss/gain on sale of assets	2014-12-31	$-31
Total of all expenses incurred	2014-12-31	$2,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,457
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,737,035
Value of total assets at end of year	2014-12-31	$3,395,038
Value of total assets at beginning of year	2014-12-31	$1,590,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$79,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$79,696
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$0
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$995,901
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$1,804,631
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,395,038
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,590,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,024,763
Interest on participant loans	2014-12-31	$0
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$29,339
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,737,035
Employer contributions (assets) at end of year	2014-12-31	$345,035
Employer contributions (assets) at beginning of year	2014-12-31	$1,590,407
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,457
Contract administrator fees	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$-31
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	OLSEN THIELEN & CO., LTD.
Accountancy firm EIN	2014-12-31	411360831
2013 : ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
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	$1,590,407
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,590,407
Value of total assets at end of year	2013-12-31	$1,590,407
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$1,590,407
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,590,407
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Interest on participant loans	2013-12-31	$0
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,590,407
Employer contributions (assets) at end of year	2013-12-31	$1,590,407
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	OLSEN THIELEN & CO., LTD.
Accountancy firm EIN	2013-12-31	411360831

Form 5500 Responses for ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN

2020: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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