TRI COUNTY ORTHOPEDICS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRI COUNTY ORTHOPEDICS, P.C. 401(K) PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : TRI COUNTY ORTHOPEDICS, P.C. 401(K) PLAN AND TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-30 | 208847 |
| Net assets as of the end of the plan year | 2025-09-30 | 1888807 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 1758223 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-30 | 63884 |
| Other income to plan in this plan year | 2025-09-30 | 260557 |
| Plan net income in this plan year | 2025-09-30 | 130584 |
| Net assets as of the end of the plan year | 2025-09-30 | 1888807 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 1758223 |
| Employer contributions to plan in this plan year | 2025-09-30 | 14990 |
| Fees paid to broker by Benefit Provider | 2025-09-30 | 676 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 13865 |
| 2024 : TRI COUNTY ORTHOPEDICS, P.C. 401(K) PLAN AND TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-02 | 10319 |
| Net assets as of the end of the plan year | 2024-10-02 | 1758223 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 1391905 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 65342 |
| Other income to plan in this plan year | 2024-10-02 | 286911 |
| Plan net income in this plan year | 2024-10-02 | 366318 |
| Net assets as of the end of the plan year | 2024-10-02 | 1758223 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 1391905 |
| Employer contributions to plan in this plan year | 2024-10-02 | 24384 |
| Fees paid to broker by Benefit Provider | 2024-10-02 | 1476 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 10319 |
| 2012 : TRI COUNTY ORTHOPEDICS, P.C. 401(K) PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $723,213 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $191,818 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $190,910 |
| Total plan assets at end of year | 2012-12-31 | $4,419,043 |
| Total plan assets at beginning of year | 2012-12-31 | $3,887,648 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $120,559 |
| Other income received | 2012-12-31 | $554,499 |
| Net income (gross income less expenses) | 2012-12-31 | $531,395 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,419,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,887,648 |
| Assets. Value of participant loans | 2012-12-31 | $74,521 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $48,155 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $908 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : TRI COUNTY ORTHOPEDICS, P.C. 401(K) PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $91,921 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $57,055 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $56,367 |
| Total plan assets at end of year | 2011-12-31 | $3,887,648 |
| Total plan assets at beginning of year | 2011-12-31 | $3,852,782 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $116,839 |
| Other income received | 2011-12-31 | $-69,849 |
| Net income (gross income less expenses) | 2011-12-31 | $34,866 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,887,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,852,782 |
| Assets. Value of participant loans | 2011-12-31 | $74,335 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $44,931 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $688 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : TRI COUNTY ORTHOPEDICS, P.C. 401(K) PLAN AND TRUST 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $683,473 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $400,572 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $399,523 |
| Total plan assets at end of year | 2010-12-31 | $3,852,782 |
| Total plan assets at beginning of year | 2010-12-31 | $3,569,881 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $113,207 |
| Other income received | 2010-12-31 | $398,378 |
| Net income (gross income less expenses) | 2010-12-31 | $282,901 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,852,782 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,569,881 |
| Assets. Value of participant loans | 2010-12-31 | $60,353 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $171,888 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,049 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : TRI COUNTY ORTHOPEDICS, P.C. 401(K) PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2012: TRI COUNTY ORTHOPEDICS, P.C. 401(K) PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: TRI COUNTY ORTHOPEDICS, P.C. 401(K) PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: TRI COUNTY ORTHOPEDICS, P.C. 401(K) PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
